CONVRG
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The No 1 HubSpot Growth Partners for Wales
HubSpot Flywheel

HubSpot Strategy and Operations Workshop (HSOW) 

 

See how your HubSpot setup actually performs - before you try to fix it

 

Most teams uncover at least one critical gap within the first 30 minutes.

This session shows how your HubSpot actually performs as a management system.

No pitch. Just a clear view of where it breaks.

You leave knowing exactly what needs to change.

See where your HubSpot system breaks

Apply for a Strategy & Operations Workshop →

 

HSOW HubSpot Strategy and Operations Workshop LP

Understand how high-performing teams actually run HubSpot

Explore the CONVRG Method →

On the page:
What is HSOW | What it Solves | How Session Runs | What is Assessed | Who this is for | FAQs 

This is not a demo or generic training session.

What this session actually is...

It is a working session designed to give you clarity on how your HubSpot setup supports, or limits, how your business runs.

In 90 minutes, you will:

Ticksee a real HubSpot environment configured to management-led standards
Tickunderstand how managers use HubSpot for pipeline control, forecasting, and coaching
Tickbenchmark your current setup against a structured maturity model
Tickleave with a clear view of where your gaps are and what it would take to close them
HSOW Session

You do not need to prepare anything in advance.

The problem this solves

Most HubSpot issues are not configuration problems. They are management problems.

Teams often experience:

Triangle Exclaiminconsistent deal updates
Triangle Exclaimunreliable forecasts
Triangle Exclaimpipeline stages that do not reflect reality
Triangle Exclaimmanagers relying on spreadsheets instead of the CRM
Triangle Exclaimreporting that is not trusted

 

Trying to fix these with more features, workflows, or training rarely works.

Until you understand how your system is being used at a management level, it is very difficult to improve it.

This session gives you that clarity.

Why this matters

Most teams try to fix HubSpot by:

    • adding features
    • building workflows
    • running training

But if the underlying management model is unclear, those changes do not hold.

This is why many teams feel like they are constantly fixing the system without seeing lasting improvement.

This session identifies the root issue before more time or budget is spent.

Most teams identify at least one major gap in forecasting, pipeline discipline or reporting credibility within the first session.

What happens in the session

The workshop runs in three parts.

Part 1 - Live walkthrough

We share our screen and walk through a real HubSpot environment configured to best-practice management standards.

You will see how high-performing teams actually use HubSpot for:

Tick pipeline reviews
Tick performance tracking
Tick forecasting
Tick rep coaching

This is not how HubSpot says it should be used. It is how teams that run their business through HubSpot actually operate.

You can ask questions throughout.

Part 2 - Team diagnostic

We run a short live diagnostic using five questions, one for each dimension of sales operations.

Everyone responds anonymously.

Results appear on screen in real time.

This gives you an honest view of how your team perceives the operation, not how it is assumed to work.

Part 3 - The conversation

We talk through what the results mean.

    • Where are you strong
    • Where are the gaps
    • What would it typically take to move to the next level

This is a discussion, not a presentation.

You decide what is useful.

What We Assess

The diagnostic covers five key dimensions of sales operations:

1 Revenue Visibility - Can leadership see real-time performance without asking for manual updates?

2 Forecasting Accuracy - How reliable is your forecast, and how close does it come to actual results?

3 Pipeline Discipline - How consistently does the team maintain deal records without being chased?

4 Management Cadence - How structured are your pipeline reviews and 1 to 1s, and do they actually happen?

5 Reporting Credibility - Do you trust the data coming out of your CRM, and do you make decisions with it?

Each dimension is scored from 1 to 5 and mapped against a maturity model that shows what good looks like in practice.

What you Leave With

Within 48 hours, you receive a written summary that includes:

Tickyour scores across all five dimensions
Tickwhat we observed compared to how your team rated itself
Tickwhere the gap sits and what closing it typically looks like
Ticka recommended next step based on your situation

 

The summary is yours to use however you want.

There is no obligation attached to it.

 

 

Who this is for

This workshop is designed for:

    • Sales Managers responsible for pipeline and forecasting
    • Sales Directors and Heads of Sales
    • RevOps leaders responsible for CRM performance
    • leadership teams running HubSpot with an active sales function

It works best when:

    • you have at least 3 sales reps using HubSpot
    • a manager or leader joins the session
    • you are not mid-implementation or switching CRM

If you are earlier in your journey, the session can still be useful, but the diagnostic becomes more valuable once your system is in active use. 

This is not a sales call

There is no pitch in this session.

We do not present packages or push services.

The goal is to give you a clear picture of how your HubSpot setup performs as a management system.

If there is a fit to work together, that conversation happens separately and only if you want it.

This is not a sales call

How this fits Management-Led Adoption

Management-Led Adoption means running your business through HubSpot, not just using it as a tool.

Most teams try to improve adoption from the bottom up through training and usage.

This rarely works.

This workshop focuses on the top down view:

Tickhow managers use the system
Tickhow performance is inspected
Tickhow standards are reinforced
Tickhow decisions are made using CRM data
Stamp

For many teams, this session becomes the starting point for adopting HubSpot properly as a management system.

Frequently Asked Questions

 

This session has typically been delivered as a paid diagnostic.

However, we now offer a limited number at no cost where there is a strong fit and we believe we can provide meaningful value.

No. You can join and take part without preparing material in advance.

No. We use a structured walkthrough and diagnostic to assess your setup. Any deeper review would be a separate step.

You will still gain value, but the diagnostic is most useful once you have an active sales team using the system.

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Ready to see how your system actually performs?

This session gives you a clear, honest view of how your HubSpot setup works before you try to fix it.

Apply for a Strategy & Operations Workshop →

 Explore the CONVRG Method →