Client Workshop: Post Cutover Coaching Session

Meeting Agenda & Explanation


Tune your CRM to fix any issues and optimise the experience for your Sales Teams and Management.


  1. Recap of design
  2. Q & A
  3. Design tweaks
  4. Close Down & Next Steps

Outcomes & Outputs

  • By the end of the coaching session, the team should be happy that they can use their CRM to it's most effect.

Length & Facilities

Allow 1 hour for this session

If we are doing this session at your location we will need:

  • Access to the presentation room 15m prior to the session to setup
  • A projector or screen to present on with HDMI or Universal Connector (if your screen does not support these formats please let us know prior to the session)
  • Access to WiFi (please send us details prior to the session)

Your team will need to bring:

Just themselves, but it really helps if they can do any prework/thinking around...
  • Where they have struggled
  • How they think this could be solved
  • What information is missing on Contact, Companies, Deals and Tickets
  • Are they following the process correctly

Who typically attends these sessions

Anyone who is using HubSpot on a day to day basis.
These sessions are limited to 3 client attendees and assume an existing knowledge of Sales CRM concepts and some existing experience with Sales Process Design or Sales Team Leadership.

H&D Facilitator

Typically these sessions are facilitated by the Sales Design Lead + Sales Design Configurator on Your Project.

Please contact Grace Kim on or +64 27 208 3033 to book in this session. 


    This Session can be scheduled 1-2 weeks post cutover to the HubSpot CRM.

    Internal Use Only

    Supported services:

    Snippet reference: #coaching