Client Workshop: Sales Hub Design Session

Meeting Agenda & Explanation


Design your end to end Sales process to ensure that your team fully leverage:
  • Management, tracking and reporting on Sales Performance
  • Lead Prioritisation & Creation
  • Streamlining and automation of the Sales Process and Communications


  1. Recap on process progress
  2. What is HubSpot
  3. Features available in your Sales Hub Licence
  4. Identify Key Features
  5. Ideal Process Map - up to 3x Processes
  6. Integrations Specification Process
  7. ICT Requirements
  8. Close Down & Next Steps

Outcomes & Outputs

  • Demo Sales Hub & CRM 
  • Capture requirements for config
  • How the Sales CRM will be used by the sales team
  • Deal flow
  • Lead scoring

Length & Facilities

The duration of your Sales Design workshop will depend on the sales product level. This will be either a half day, full day or two days.

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...
  • Current and ideal Sales Process
  • KPIs/What they need to report on/Measure, etc
  • Any common emails that are currently sent to customers as part of existing processes

Who typically attends these sessions

Anyone who needs to be involved with how the Sales team will use the CRM. Typically these are individuals within Sales Leadership Roles, top Sales Performers/Influencers and Senior Business Leadership wanting to be involved in the detailed design of the CRM.
These sessions are limited to 8 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. 


    As an indication this Session needs to be scheduled at least 2-3 weeks prior to your team starting to use HubSpot for Essentials and EssentialsPlus implementations and 3-5 weeks for Accelerator and Enterprise implementations. Your internal training rollout needs to be accounted for within this period, please discuss with your PM.

    Internal Use Only

    Supported services:

    Snippet reference: #saleshubdesignsession