Programmes

For managers leading pipeline, forecasting, and performance.

Designed for Sales Managers and Heads of Sales responsible for how the number is run.

Focus areas include:

• Running pipeline and forecast reviews inside HubSpot
• Defining deal stages, progression and ownership
• Improving forecast accuracy and consistency
• Coaching teams using real CRM data

Outcome: Managers run the business inside HubSpot, not around it.

For leaders responsible for CRM structure, reporting, and alignment.

Built for RevOps, Operations and Commercial leaders shaping how HubSpot works across the organisation.

Focus areas include:

• Designing CRM structure aligned to revenue operations
• Defining reporting logic and data ownership
• Aligning sales, marketing and service workflows
• Creating a scalable system that supports decision-making

Outcome: HubSpot becomes a reliable operating system for the business.

For organisations building a complete management system.

A full-system programme for leadership teams embedding HubSpot across pipeline, reporting and execution.

Focus areas include:

• Aligning leadership standards across teams
• Embedding Management-Led Adoption
• Connecting CRM structure to business performance
• Creating a unified system for revenue visibility

Outcome: HubSpot becomes central to how the business runs.

For sales teams needing consistency and productivity.

Designed to support frontline teams once management standards are in place.

Focus areas include:

• Using HubSpot consistently across the sales process
• Managing deals, activities and updates correctly
• Improving pipeline hygiene and visibility
• Reducing reliance on spreadsheets and side systems

Outcome: Teams follow a consistent, measurable way of working.

For organisations applying AI inside HubSpot.

Focused on applying AI and automation to structured processes - not replacing them.

Focus areas include:

• Identifying where automation adds real value
• Applying AI to reporting, workflows and communication
• Avoiding automation that bypasses management standards
• Supporting scale without losing control

Outcome: AI enhances execution without breaking structure.

For teams where usage, trust, or discipline has broken down.

Designed for organisations where HubSpot exists but is not being used properly.

Focus areas include:

• Diagnosing why adoption has stalled
• Re-establishing management ownership
• Resetting standards and expectations
• Rebuilding trust in CRM data and reporting

Outcome: Adoption stabilises and HubSpot becomes usable again.