CRM Implementation  

Inc. HubSpot Onboarding 

Reconfiguration

Enhance your existing setup

Data Migration

ISO 27001 certified

Independent HubSpot Audit

Independent review of your set-up

Orgplexity®

Organise agentic complexity

GuardHub®

AI Governance for HubSpot Users

The Art of Steering®

A New Framework for Human-AI Collaboration

Smartbound®

Signal Based Prospecting, plus AI

ConvX®

Turn AI conversations into revenue

Blog

Hints & Tips

Beautiful websites

Crafted with HubSpot

HubSpot reference-video enablement and training library

Close the forgotten-training, repeated-question, and no-onboarding gaps.
Marketing_Illustrations_Color_LightBG

Three enablement problems HubSpot solves

Discovery_Illustrations_Color_LightBG

Why is training forgotten within weeks?

  • PYB builds short reference videos tied to each team's real tasks, so when a step is forgotten the answer is a 90-second clip rather than a half-remembered session. Training stops evaporating after the room empties.
  • So when someone forgets how to do something three weeks on, they watch the clip and carry on, rather than guessing.
  • Classroom training fades fast. A reference video the team can return to is what makes it stick.

Why is training forgotten within weeks?

Service Agent_Illustrations_Color_LightBG

Why do the same questions keep coming back?

  • The reference videos form a library that answers the recurring questions once, for everyone, so they stop reaching the admin or PYB again and again. The repeated query is answered by the library, not a person.
  • So when a common question comes up, the answer is already recorded and findable, freeing the admin from being a help desk.
  • The same question asked repeatedly is captured effort wasted. A library answers it once for all.

Why do the same questions keep coming back?

Data_Library_Illustrations_Color_LightBG

Why do new starters have nothing to learn from?

  • A structured training library gives new starters a path to learn the CRM independently, so each one is not taught from scratch by a busy colleague. Onboarding to the platform becomes self-serve and consistent.
  • So when someone joins, they work through the library and get productive, rather than waiting for someone to find time to teach them.
  • Teaching every new starter from scratch is a recurring cost. A training library turns it into a resource.

Why do new starters have nothing to learn from?

Diversity_Illustrations_Color_LightBG
  • Name Strategic Development Network

Implementation and Training

"Their hands on, personable approach feels like they are part of our team. Elisa is patient and thorough, and her short training videos are still in use in our organisation quite a while after set up."

Jenny Hadfield
Project Portfolio Manager

Ready to discuss your HubSpot project?

Let's take our relationship up a level.

Simply fill in the form below...

(I'll get back to you ASAP)

Prefer another way?

FAQs

How long does a training library take to build?

Most run 4 to 8 weeks alongside or after a rollout. Weeks 1 to 2 cover planning: the tasks and questions to cover, by team. Weeks 3 to 5 cover production: short reference videos and guides mapped to real workflows. Weeks 6 to 8 cover structuring the library and handover, so the team can find and add to it.

Can HubSpot host or organise a training library?

Yes. Reference materials can live in HubSpot's knowledge base or be organised for the team, tied to the workflows they support, so help is always to hand. PYB has built reference-video enablement that clients still use long after the initial setup.

What makes a training library actually get used?

Short, task-specific videos that answer the real questions, organised so the answer is quick to find, and kept current as the CRM changes. A 90-second clip beats a manual nobody reads. That practicality is what keeps a library in use rather than forgotten like the training it replaced.

What HubSpot products does an enablement library involve?

Often the knowledge base in Service Hub Professional, or simply organised reference materials tied to the Hubs the team uses. The value is in the content and its fit to real tasks rather than a specific product. PYB focuses on enablement that matches how the team works.

Does HubSpot keep internal enablement material appropriately controlled?

HubSpot holds SOC 2 Type II and ISO 27001, with access controls over internal versus shared content. PYB adds its own ISO 27001 and ISO 9001. For internal training material, that supports appropriate, controlled access for the team.

Talk to PYB about a HubSpot training library.

A 15-minute call to walk through making training stick with reference videos, answering recurring questions once, and giving new starters a way to learn the CRM.

Quality assured, by HubSpot and ISO

OnboardingAccreditation534x534
CRMImplementationAccreditation534x534
9001 EPS White-1
ISO seal
27001 EPS White-1
DataMigration534x534
CustomIntegration534x534