Sound Familiar?
Your Sales Team Avoids The CRM Like It's A Chore.
- Your reps log activities in spreadsheets or sticky notes instead of HubSpot because they think the CRM slows them down.
- Your VP of Sales can't forecast accurately because half the deals in the pipeline are outdated or missing key information.
- Nobody uses sequences because nobody was trained on them, so every follow-up is manual and inconsistent.
- Your sales playbooks live in someone's Google Doc instead of inside HubSpot where reps can actually access them during calls.
That's exactly what hands-on Sales Hub training fixes.
The Sidekick Approach
How We Help
Sales Hub training teaches your sales team how to use HubSpot's sales tools to close deals faster with less manual effort. We don't lecture about CRM theory. We train inside your portal, with your pipeline, using your deal stages and real contacts.
Sidekick's approach focuses on the features that directly impact revenue: deal pipeline management, sequences, playbooks, meeting links, quotes, forecasting, and sales reporting. We train each role on the tools they actually need. Your SDRs learn sequences and prospecting tools. Your AEs learn deal management and quoting. Your managers learn forecasting and team performance dashboards.
Sales teams resist tools that feel like extra work. Our training shows your humans how Sales Hub eliminates work, not adds it. When reps see that sequences save them two hours a day on follow-ups, adoption stops being a problem.
Built For Sales Resistance
We know sales teams push back on CRM tools. Our training proves the time savings before asking for behavior change.
Pipeline-Specific Training
We train on your actual deal stages, properties, and sales process, not a generic demo pipeline.
Role-Based Curricula
SDRs, AEs, and managers each get training focused on the tools that matter to their daily workflows.
Adoption-Focused Follow-Up
We check in after training to review adoption metrics and address any lingering resistance.
What's Included
What's Included
Custom Training Plan
A role-based curriculum mapped to your sales process, team structure, and Sales Hub tier.
Live Training Sessions
Interactive sessions inside your HubSpot portal with real deals, contacts, and pipeline data.
Session Recordings
Recorded sessions for rewatching and onboarding new reps.
Sequence Templates
Pre-built outreach sequences customized to your sales cadences and messaging.
Sales Playbooks
HubSpot-native playbooks configured for your key sales scenarios and objection handling.
Forecasting Dashboard
A custom forecasting dashboard your managers can use immediately after training.
Pipeline Audit Report
A review of your current pipeline configuration with recommendations for optimization.
Post-Training Assessment
A practical review to confirm your sales humans can execute independently.
Exact deliverables are scoped during your strategy call based on your goals, timeline, and current setup.
How It Works
From First Call To Results
Discovery
We review your current Sales Hub setup, shadow your sales process, and interview reps and managers to find the gaps.
Custom Curriculum Design
We build role-specific training plans for SDRs, AEs, and managers based on your pipeline and Sales Hub tier.
Live Training Sessions
Hands-on sessions covering deal management, sequences, playbooks, quotes, forecasting, and reporting.
Adoption Review
A 30-day post-training check-in to review adoption metrics, address questions, and reinforce key workflows.
Is This Right For You?
Is Sales Hub Training Right For You?
This Is For You If...
- Your sales team has Sales Hub but treats the CRM as a chore instead of a tool.
- Your reps don't use sequences, playbooks, or meeting links.
- Your VP of Sales can't get accurate forecasts from the pipeline.
- You recently onboarded new reps and need them productive fast.
- You want your sales humans to own the platform, not resent it.
This Isn't For You If...
- You don't have HubSpot Sales Hub yet. You'll need implementation first.
- You're looking for someone to run outbound for you. This is training, not outsourced sales.
- Your team has fewer than two salespeople. One-on-one coaching may be a better fit.
Common Questions
