What Is Included in the HubSpot Essentials Training? 

The HubSpot Essentials Training by G&H Automation is designed to give teams a strong, practical foundation in HubSpot. This training focuses on core functionality, everyday usage, and best practices, thus ensuring that users can confidently navigate the platform, manage data correctly, and perform their roles efficiently. 

Rather than covering advanced customization, Essentials Training ensures your team understands how to use HubSpot correctly from day one. 

Platform Navigation and CRM Fundamentals 

We begin by introducing users to the structure and navigation of HubSpot. This includes understanding records, timelines, properties, associations, and search functionality. Teams learn how data flows across contacts, companies, deals, and tickets, helping them avoid common data entry mistakes. 

This foundational understanding is critical for long-term system accuracy and adoption. 

Contact, Company, and Deal Management 

The training covers how to properly create, update, and manage CRM records. Users learn how to log activities, add notes, manage tasks, and maintain clean, consistent data. For sales teams, this includes working with deals, pipelines, and deal stages to ensure accurate forecasting and visibility. 

By standardizing record usage, teams collaborate more effectively, and reporting becomes more reliable. 

Sales, Marketing, and Service Basics (As Applicable) 

Depending on your HubSpot setup, Essentials Training introduces the basic tools used by each team. This may include sending emails and tracking engagement, managing simple campaigns, handling support tickets, or responding to customer conversations. 

The goal is to ensure users understand how their actions impact other teams and the overall system. 

Using Dashboards and Understanding Reports 

We guide users through dashboards and standard reports so they can confidently interpret performance metrics. This includes understanding what each report measures, how filters work, and how to use dashboards for daily and weekly decision-making. 

Rather than teaching report creation, this section focuses on reading and using reports correctly. 

Automation Awareness and Best Practices 

While advanced automation is not part of Essentials Training, we introduce users to how workflows and automation affect their daily tasks. This helps teams understand why certain actions are automated and how to work within those processes without disrupting them. 

This awareness reduces errors and improves system consistency. 

Data Quality and Usage Guidelines 

A key component of Essentials Training is helping teams understand the importance of clean data. We cover naming conventions, required fields, and best practices for updates—ensuring users know how to maintain data accuracy as they work. 

This foundation prevents reporting issues and operational inefficiencies later. 

Live Training, Q&A, and Practical Examples 

Essentials Training is delivered through live sessions that encourage interaction. We use real examples from your HubSpot account where possible and allow time for questions. This ensures users leave with clarity and confidence, not just theoretical knowledge. 

Sessions are paced appropriately for non-technical users and can be delivered by role or team. 

Supporting Materials and Follow-Up 

After training, we provide supporting materials such as recordings, reference guides, or summary documentation. This allows teams to revisit key concepts and onboard new users more efficiently. 

For clients on maintenance plans, Essentials Training can also be reinforced through ongoing support. 

Who Should Choose HubSpot Essentials Training? 

This training is ideal for: 

• New HubSpot users 

• Teams onboarding onto HubSpot 

• Organizations standardizing usage across departments 

• Businesses seeking better adoption and data consistency 

Ready to Get Started with HubSpot Essentials Training? 

If your team needs a solid foundation to use HubSpot confidently and consistently, our Essentials Training is the ideal starting point. G&H Automation ensures your users understand not just where to click—but how to work effectively within the system.