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"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."
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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.
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.
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.
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.
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.
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.