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The No 1 HubSpot Growth Partners for Wales
HubSpot Flywheel

Academy

Sales Management Programme  

 

Run your sales team through HubSpot with clarity, structure, and control

 

The CONVRG Academy is a structured enablement system for Management-Led Adoption.

It equips managers to run HubSpot through forecasting routines, pipeline governance and leadership cadence.

This is how adoption becomes consistent and sustainable.

Build capability that supports lasting adoption

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Proven HubSpot Adoption Outcomes
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HubSpot Certs

Proven Academy Outcomes

Stronger managerconfidence leading in HubSpot 

Clearer, more structured pipelines 

Higher adoption and engagement across teams 

Consistent, coaching-led enablement

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  • managers developed confidence leading pipeline and performance inside HubSpot
  • pipelines became clearer and aligned to real workflows
  • adoption and engagement increased across teams
  • HubSpot shifted from a tool into a system used to run the business

At a glance

What this is

A management-led enablement system that embeds CRM discipline, forecasting standards and pipeline governance into how your business actually runs.

Who it’s for

Sales Managers, Heads of Sales, RevOps leaders and leadership teams responsible for pipeline accuracy, forecasting and team performance.

The problem it solves

HubSpot training fails when it focuses on users instead of management behaviour, leaving CRM usage inconsistent and reporting unreliable.

When it’s needed

When teams attend training but habits do not change, managers rely on spreadsheets, and CRM data is not trusted for decision-making.

How it fits the CONVRG Method

The CONVRG Academy reinforces the Adopt stage by embedding management-led standards into daily behaviour, ensuring HubSpot is used consistently and correctly over time.

The problem this solves

Most HubSpot training fails for a simple reason.

It tries to fix adoption at the user level.

Teams are trained on features, workflows, and click paths, but:

Triangle Exclaimpipeline data remains inconsistent
Triangle Exclaimforecasts cannot be trusted
Triangle Exclaimmanagers rely on spreadsheets and manual updates
Triangle Exclaimreporting is questioned rather than used
Triangle Exclaimnew hires learn different ways of working

 

This happens because:

HubSpot is not being run as a management system

Without leadership ownership, training creates short-term knowledge but not long-term consistency.

 

This is not typical HubSpot training

Most HubSpot training focuses on:

  • how features work
  • how to navigate the system
  • how to complete tasks

This often results in:

Triangle Exclaimfragmented usage
Triangle Exclaiminconsistent processes
Triangle Exclaimdeclining adoption over time

The CONVRG Academy is different.

It is built around:

Tickmanagement standards
Tickpipeline discipline
Tickforecasting routines
Tickperformance visibility
Tickoperational consistency

 

We do not teach users how to use HubSpot in isolation.

We enable managers to run the business through it.

What the Academy actually does

The Academy supports Management-Led Adoption at scale.

It enables managers and teams to:

Tickoperate within leadership-defined CRM standards
Tickrun pipeline inspections and forecast reviews inside HubSpot
Tickreinforce deal stage and data quality expectations
Tickonboard new team members consistently
Tickreduce reliance on spreadsheets and side systems
Tickmaintain discipline as the business grows

 

The Academy strengthens adoption - It does not replace leadership ownership.

Who the Academy is for

The Academy is designed for:

TickSales Managers responsible for pipeline control and forecasting
TickSales Directors and Heads of Sales
TickRevOps leaders responsible for CRM performance and reporting
TickMarketing Managers aligned to revenue and lead management processes
Tickgrowing teams that need consistent onboarding and standards

 

It is not designed for:

Triangle Exclaimone-off feature training
Triangle Exclaimself-serve learning without leadership context
Triangle Exclaimbypassing management responsibility

If your system is not yet aligned to your operating model, start here:

HubSpot Strategy and Operations Workshop >

How the Academy works

The Academy is delivered through structured, cohort-based sessions.

Each programme includes:

Tickinstructor-led sessions delivered live via Zoom
Tickpractical application aligned to your operating model
Tickstructured learning paths based on role and responsibility
Tickreinforcement of real CRM processes and standards
Tickopportunities for discussion, questions, and clarification

 

This is not passive learning - Managers apply what they learn directly to how they run their teams.

What you learn

Learning is structured around how HubSpot supports management, not usage.

Core areas include:

Tickpipeline management and deal stage discipline
Tickforecasting structure and accuracy
Tickmanagement cadence and inspection routines
Tickreporting clarity and decision-making
TickCRM standards and data quality expectations
Tickonboarding and scaling consistency

 

This is grounded in:

The Management Control System (MCS)

The MCS defines how managers use HubSpot to inspect, manage, and improve performance.

Outcomes you can expect

When the Academy is applied within a management-led environment:

Tickforecast accuracy improves
Tickpipeline visibility becomes reliable
TickCRM usage stabilises across teams
Tickmanagers lead inside HubSpot, not outside it
Tickonboarding becomes consistent and repeatable
Tickreliance on spreadsheets and side systems reduces

 

Example:

Myenergi achieved over 50% increase in CRM usage across teams after adoption standards and management cadence were embedded.

Programmes

The Academy is structured into focused programmes based on role and need.

Sales Management Programme - Enable Sales Managers to lead pipeline inspection, forecasting, and team performance inside HubSpot.

RevOps Leadership Programme - Support RevOps leaders in building and maintaining a reliable, trusted CRM environment.

HubSpot Mastery Programme - Develop a deeper understanding of how HubSpot supports business operations at scale.

Sales Team Enablement Programme - Align sales teams to consistent processes, expectations, and system usage.

AI and Automation Programme - Apply AI and automation within HubSpot to support management and efficiency.

Adoption Recovery Programme - Address inconsistent usage, low trust in data, and breakdowns in CRM discipline.

How the Academy fits the CONVRG Method

The CONVRG Method defines how HubSpot should be implemented and adopted.

Within that model:

  • Plan defines the operating model
  • Build configures the system
  • Adopt embeds management-led usage
  • Grow builds on a stable foundation

The Academy sits within Adopt and supports Grow.

It ensures that:

  • managers lead inside the system
  • standards are maintained
  • adoption persists over time

 

What success looks like

HubSpot becomes the system your business runs on.

Managers:

  • inspect pipeline and performance directly in HubSpot
  • run forecast reviews using reliable data
  • coach teams using system-driven insights

Teams:

  • follow consistent processes
  • maintain accurate deal records
  • trust and use reporting

Leadership:

  • gains visibility without chasing updates
  • makes decisions based on real data
  • sees adoption sustained as the business scales

Frequently Asked Questions

No. The Academy supports adoption once leadership ownership is established. It reinforces standards but does not replace management responsibility.

No. It is structured enablement aligned to management standards, pipeline discipline, and operating models.

Sales Managers, RevOps leaders, and teams operating within a management-led HubSpot environment.

No. The Academy is structured as programmes designed to drive consistent adoption over time.

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Build capability that actually changes behaviour

The Academy supports management-led adoption, not isolated tool training

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