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DELIVERY MODULE About 1 week

Training & Enablement Workshop

Deliver a live, role-based training session in the client's own HubSpot portal, with a recording and reference guide, so the team is confident using the system for daily work.

Delivery module

AU$480

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client's team has been trained on their specific HubSpot setup with live demonstrations in their actual portal.
A recorded session is available for the team to revisit and for onboarding future team members.
Each role has a reference guide with step-by-step instructions for their most common daily tasks.
The team is confident navigating HubSpot and performing their daily work without needing to ask for help.

Not included

Process redesign or workflow changes
Building new workflows or automations
Portal configuration changes during or after training
Ongoing support or follow-up training sessions beyond scope
Additional training sessions for teams not included in the original scope
Content or copy creation
Training on features not yet built in the portal
One-on-one coaching sessions
Creating SOPs or operational documentation beyond the reference guide

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

A list of attendees with their roles and what they do day to day, needed before Training Preparation
Which HubSpot features each role uses most, and any questions or pain points the team has, needed before Training Preparation
King Henry user access to your HubSpot portal, needed before Training Preparation
A confirmed session date and time with all attendees, and agreement to record the session, needed before Live Workshop
A working HubSpot login with the right seat for every attendee, needed before Live Workshop
Where you want the recording and guide stored (for example a shared drive folder), needed before Session Recording and Distribution

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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