Lifted HubSpot adoption from 38% to 91% in 10 weeks
The platform was configured, but the process was not. We fixed the way the team worked first, then rebuilt training around real daily tasks.
The Challenge
HubSpot was live, yet most of the commercial team still relied on personal spreadsheets and inboxes. The configured pipeline did not reflect how opportunities actually moved through the business.
Previous training had focused on product features rather than the decisions and actions people needed to complete each day, leaving adoption at 38%.
The Solution
We mapped the real sales process with the people using it, simplified the pipeline, and removed fields and steps that created work without improving decisions.
Role-specific training and practical playbooks were then built around the revised workflow, with adoption measured and reinforced throughout the ten-week rollout.
Key Results
- 01HubSpot adoption increased from 38% to 91% in 10 weeks
- 02A single, agreed sales process replaced individual workarounds
- 03Training focused on repeatable daily workflows rather than generic features