What You Walk Out With
You Leave With A Plan, Not Just Notes.
Your Architect Identity
An honest baseline across the five layers of a healthy portal, and the one shift that changes how you work.
A Self-Run Portal Audit
Using a repeatable method, you run a first pass on your own HubSpot in the room: what's bloated, broken, or untrusted, in your words. Yours to run again any time.
An Operations Fix List
Your workflows and lifecycle stages ranked by impact, with a start-Monday first move.
A Trusted-Reporting Plan
The three to five numbers leadership will actually believe, and what's blocking each one.
A 30-Day Action Plan
The exact sequence you'll run when you get back to your desk, ranked and scheduled across your first month.
A Continuity Runbook
The documented naming, ownership, and AI guardrails that keep the portal healthy and prove the system is yours, not just something you hold together.
Who This Is For
Built For The Accidental Super Admin.
- You own a HubSpot portal you did not design and were never trained to run.
- You manage real complexity: multiple hubs, years of buildup, and teams all asking for changes.
- You want to lead the platform, not just field tickets for it.
This isn't a beginner's tour of where the buttons are. If you've never logged into HubSpot, start with HubSpot Academy first.
The Day
Five Sessions, One Per Layer.
Five focused sessions with real breaks, about five and a half hours. You work in a guided workbook the whole way, and apply it to your own portal when you can.
Session 1 · Identity
Architect Or Operator
Trade the request-taker reflex for a system owner's decision filter. You learn to ask "should this exist?" before you spin up another property, workflow, or pipeline stage, and how to hold that line with your team.
Session 2 · Architecture
The Inheritance Audit
Audit the data model you inherited: objects, properties, associations, pipelines, naming conventions, and who holds Super Admin access. You flag the bloat, the duplicates, and the undocumented builds hiding under the surface.
Session 3 · Operations
Crisp Pipes
Straighten the automation that runs revenue. Untangle overlapping and unowned workflows, tighten lifecycle and deal stages, and set a lead-scoring model your sales team will actually trust.
Session 4 · Reporting
The Numbers They Actually Believe
Build the dashboards leadership opens Monday morning. Get attribution, a single source of truth, and forecast accuracy right, so the CRM becomes the number of record instead of a side spreadsheet.
Session 5 · Continuity
Deploy The Junior Admin, Keep The Seat
Roll out HubSpot AI and Breeze with real guardrails and retirement criteria, then capture the portal in a runbook and a 90-day operating cadence, so the system survives the next admin and the work is provably yours.
Your Guide
Taught By George B. Thomas.
George has trained HubSpot humans for over a decade and lived in the platform since before the Super Admin role had a name. He teaches the way a coach does: specific, honest, and always pointed at what you'll do differently on Monday. This workshop runs on Sidekick's Super Admin Operating System, the same framework behind our cohort and onsite builds.
In Their Words
“This wasn't a 'fix it and hand it back' engagement. Every session built my understanding so I could keep improving HubSpot on my own.”
Heather PalermoHubSpot Admin, Kaizen CPAs“He adapted the two-day course to our specific needs and made it relevant to everyone in the room, including those who hadn't worked with HubSpot before. If you are considering a HubSpot Intensive Training session with George Thomas, book it!”
Frances K. BowmanDigital MarketerReserve Your Seat
Per seat · October 16, 2026, 10:00 AM Eastern
- The full live workshop, all five sessions
- The SAOS Workbook you fill in live
- The session recording to keep
Have a discount code? Apply it at checkout.
Limited to 50 seats so every hand gets attention.
Backed by our first-break guarantee: if you don't think the day is worth it by the first break, tell us and we'll refund you in full.