How to train your entire global team on Hubspot in 2 days

February 14, 2018 | by Vourneen Taylor

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I delivered a workshop in Sweden recently where the team were spread across multiple time zones, in different continents, operating in different languages and markets. The company had found themselves with a whole new marketing team due to exponential growth. The challenge was to get all the new hires trained up and the entire global team working cohesively and productively.As part of a week long induction and team building I was invited to deliver a 2 day training on Hubspot tools and best practices. 

Most companies I work with face similar challenges. You may even fall into one of the below categories.

1) You have just bought Hubspot
2) You have been using Hubspot for a while but your team aren't using it effectively
3) You have new hires on your team

For each of the above you might need to apply a slightly different approach. However, the quicker you ramp up your team. The quicker you will see results and reduce the time to productivity. So what is the best strategy is for you to adopt in your business in order to quickly train your team up on Hubspot? Well, I have outlined below some free resources to get you started and a suggested approach. 

One of the great things about Hubspot is the amount of free resources available. Outlined below are some of the main resources available for training purposes. 

HUBSPOT ACADEMY TRAINING VIDEOS - 17.5 hours
Subject Topics  Avg. topic length  Total time
Marketing training    24 30 mins 12 hours
Sales rep training 8 30 mins 4 hours
CRM admin training 3 30 mins 1.5 hours

HUBSPOT PROJECTS - 30+ hours to complete getting started category
Projects Categories (topics)  
Getting started

 15

 

30 mins- 6 weeks per project to complete

 

Attract

24

Convert

20

Close

13

Delight

4

Agency Partner

8

 

HUBSPOT CERTIFICATIONS - 49 hours
Inbound Certification 4.5 hours
Marketing software  6.5 hours
Email marketing  3.5 hours
Inbound sales 3 hours
Content marketing 5 hours
Sales software 2 hours
Growth Driven Design 13 hours
Hubspot design 3.5 hours
Contextual Marketing 1.5 hours
Agency Partner 6.5 hours

 

ADDITIONAL HUBSPOT RESOURCES:

DIY Option

You can pick and choose topics from the above list for a 2day time frame. I would suggest at least including the marketing software & inbound marketing certification. These resources are great however, they do take time. The time that you might not have for a global roll out.

The academy training is all self-paced. According to Harvard only 4% of people who register for online learning courses actually complete them. This is obviously much higher within a corporate setting. However, can you guarantee your entire team will learn what they need to from self-paced learning within the desired timeframe? Who will manage this process and where do you start?

"According to Harvard only 4% of people who register for online learning courses actually complete them" source 

You definitely, would not need to complete all of the above to be proficient in Hubspot tools and Inbound best practices. Knowing where to start and how to navigate the resources to match beginners and improver levels are key. 

Start with your business goals?

As with anything, it is essential to focus your efforts when it comes to Inbound Marketing. However, it is especially needed when it comes to training. Otherwise, you will be subjecting staff to overwhelm. It is not essential to learning everything at once to be successful with Hubspot. What are your short term goals? What do need to achieve in the next quarter? e.g. do you have a trade show coming up or a webinar planned. Do you have specific metrics you need to reach? Start with a small campaign, that is easily measurable with specific constraints and build from there. 

Who needs to be trained?

Below is a sample structure to implement Hubspot. Depending on the team one person could have multiple roles. Will team members be overextended if they have to deliver globally or across multiple Hubspot portals? It is vital that you ensure you have the right resources in place. You may also want to consider outsourcing elements of these tasks to start with so you can ramp of faster. 

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What do they need to be trained on?

What is your teams level of Inbound knowledge? Do they need more tool-based training or an understanding of best practices? Do you need to have training on agreed internal process for implementation such as naming conventions and folder structure? As part of a development plan, you may want to create a matrix structure of beginner, intermediate and advanced skills. So new hires can bridge the gap over time and self-assess what they need to focus on developing in.

How are your teams structured? Do you have field marketing teams and a centralized structure or by specialty, division, product or region?

qmatic 1 (1)-484062-edited.jpgSo, what is the best way for your team to be trained quickly?

In my opinion, the quickest way to amplify initial learning across global teams and ensure alignment is to get everyone together to deliver in-person training. Within 2 days you can cover both tool based learning and best practices on subjects to be sufficient in creating your first Hubspot campaign. This is particularly useful if you have lots of new team members or if your entire team is new to Hubspot.

After your team are comfortable with the basics, map out a development path with the self-paced training resources to ensure continued learning and success. 

 THOUGHTS OR COMMENTS? 

I would love to know your approach to training global teams? Where do you start? What is your approach, what works well? Let me know how you get on in the comments below. 

 

Inbound Marketing Training

Written by Vourneen Taylor

Vourneen Taylor

Vourneen Taylor delivers Inbound Strategy Workshops and in-person Hubspot training for fast growing teams in international SaaS businesses. She has 15 years experience in marketing and has onboarded over 350 Hubspot customers. At last count, she has traveled to over 125 destinations in 27 countries and has lived in London, Prague, Amsterdam, and Melbourne, as well as, her home town of Dublin. Outside of work, she enjoys sampling craft beer, good coffee, and planning the next adventure.