SERVICES

HubSpot Training & Adoption Services

Senior-led HubSpot training built around your workflows, not generic platform demos. We align the team on one way of working, reinforce it with simple governance, and verify adoption, so HubSpot becomes a system you can trust as you scale.

Let’s talk HubSpot

Useful when…


01

You’re new to HubSpot

You’re new to HubSpot and want a guided ramp-up that feels calm, practical, and tailored.

02

You’re already using HubSpot

You’re already using HubSpot but adoption is uneven, different people do different things, and reporting can’t be trusted.

03

You need consistent execution across the team

You need consistent execution across the team, so HubSpot becomes the default way you operate, not “another tool”.

Our approach

Good training isn’t just knowledge transfer. It’s behaviour change. We start by understanding how your team works today, your lead flow, pipeline stages, handoffs, and reporting needs. Then we design role-based enablement that matches your HubSpot setup and real scenarios, so people learn what to do in context.

What this typically includes:

  • Workflow + portal review: where adoption breaks, what’s causing friction, what needs tightening

  • Role-based sessions: Sales, Marketing, Service, and Leadership—each trained on what they actually need
  • Hands-on, in-portal training: live scenarios using your pipelines, properties, templates, and reports

  • Simple enablement assets: SOPs + checklists so the whole team stays consistent

  • Adoption verification: we check usage and data quality after sessions and fix what’s undermining consistency

  • Follow-up office hours: Q&A and reinforcement so confidence sticks

The outcome is straightforward: consistent usage, cleaner data, and reporting that reflects reality—so HubSpot becomes a system your team trusts.

Why OTM?

Because boutique enablement should feel like senior guidance—not a one-off training event.
OTM’s Enablement + Adoption is designed for scaling B2B teams who need HubSpot to work properly with a lean internal team. With OTM, HubSpot becomes the operating rhythm for your go-to-market—not a set of features only one person understands.

 
consultation

Senior-led delivery

Experienced specialists leading the work—no handoffs, no generic workshops

workflow

Tailored to your workflows

Training anchored to your process, so adoption is practical and immediate

team

Governance built in

We standardise how data is captured and how the team works, so the system stays reliable

report

Enablement-first

We document and simplify so your team can self-serve with confidence

target

Focused, not bloated

We teach what matters most first—so your team gets traction fast

What clients say

“Kira has been an outstanding support across all areas of our HubSpot journey. From day one, nothing has ever been too much trouble. She is approachable, responsive and incredibly knowledgeable. She played a key role in our website migration, ensuring the transition was smooth, structured, and stress-free. Her expertise in setting up customer workflows, streamlining digital efficiencies, and driving our marketing efforts has added real value to our business operations. Kira also delivered onboarding and training sessions that were clear, practical, and tailored to our needs. This empowered our team to confidently navigate and maximise HubSpot’s capabilities. Kira is a true professional and a pleasure to work with, playing a key role in helping us successfully achieve our goals on the HubSpot platform.”

Pearce, A.
FOUNDER.

Working with Kira was an all round great experience. I have wanted to implement HubSpot for a long time but was always worried about the set up. OTM was great, walked me through everything, gave easy to follow instructions and always great to deal with. Highly recommend.

Wallace D.
FOUNDER

Kira from Outsourced Technical Marketing is somewhat of a rarity in having a vast amount of knowledge and experience but also being able to share, teach and coach our sales team members at their level of knowledge and understanding with just the right mix of patience, empathy and motivation. Great service, great outcomes, no worries. Thanks Kira🙏 Highly recommended 👍

Bruger, M.
MARKETING DIRECTOR

Start the conversation

If HubSpot adoption is the blocker, we’ll show you exactly where it’s breaking—and what to fix first. Book a quick call and we’ll recommend a simple enablement plan that builds confidence, consistency, and clean data across the team.