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"Elisa was extremely patient and went the extra mile to find a solution that worked for us, not that works for the software. She made many helpful videos that gave us that reference point afterwards for training. I could not recommend them more."
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Adoption work runs 4 to 8 weeks alongside or after a launch. Weeks 1 to 3 cover workflow-based training, team by team, against real records. Weeks 4 to 6 cover reference materials and reinforcement: short videos, quick guides, and follow-up sessions. Weeks 7 to 8 cover review, using usage data to find and support the people still hesitating.
Yes. HubSpot reports on user activity, so leadership can see which teams and individuals are using the platform and which need support. That turns adoption from a hope into something measured and managed. PYB has used adoption data to target reinforcement for clients whose first launch lost momentum.
Training is built around each team's real workflow rather than a generic tour, and short reference videos stay available afterwards. When someone forgets, the answer is a quick clip rather than a ticket. That combination of relevant training and on-demand reference is what stops a team drifting back to old habits.
The Hubs the business already runs, configured around the work, with Operations Hub keeping data clean so the platform stays trustworthy to use. Adoption is less about products and more about setup and enablement. PYB focuses on fitting the existing tools to the team rather than adding more.
HubSpot holds SOC 2 Type II and ISO 27001, with permissions that let each team see and do exactly what their role needs as more people come on board. PYB adds its own ISO 27001 and ISO 9001. That supports a controlled rollout where access widens safely as adoption grows.
A 15-minute call to walk through getting the team to actually use the CRM, making it feel like help rather than admin, and stopping the drift back to old habits.