The technology is the easy bit. Now for the people.
Most HubSpot projects fail because of people, not technology. The portal is built, the workflows are running, the dashboards exist, and yet the team still works around it. We fix that. Training, embedding, and the soft work that turns a powerful platform into a daily habit.
Built HubSpot with us already? Now make sure your team actually uses it. Got an existing setup nobody touches? We will get them on board.
Most CRM projects fail because of people, not technology.
You can have the best HubSpot setup in the world. Properly scoped, beautifully built, technically perfect. If your team works around it, drops back to spreadsheets, ignores the workflows, or never trusts the dashboards, you have got a very expensive piece of shelfware.
The technology is rarely the problem. The training was rushed, the change was not managed, the team was not involved early enough, or nobody checked back in after launch. The result: a tool nobody really uses, doing nothing for the business it was bought for.
Adoption is not a phase. It is a discipline. Done right, it is the difference between a HubSpot project that pays for itself ten times over and one that never quite gets going.
HubSpot becomes how your team works. Not what they work around.
Good adoption is not about training sessions. It is about embedding HubSpot into how your team thinks, plans and operates. Sales know how to work the pipeline. Marketing know how to build campaigns. Service know how to handle tickets. Leadership know how to read the dashboards. Everyone knows where things go and why.
We help you get there with role-specific training, hands-on workshops, internal champions, ongoing reinforcement, and the kind of practical support that builds confidence over the first 90 days, not just the first week.
The result: a team that owns HubSpot, rather than a team that survives it.
Three types of teams come to us for enablement work.
Whether your team has gone cold on HubSpot, never really warmed to it, or just keeps getting new starters who need to land fast, we can help.
Your team isn't really using HubSpot
The portal is set up. The workflows are running. But the team still works around it. Spreadsheets are creeping back in, the pipeline is half-updated, and nobody quite trusts the dashboards. Time to fix the people side.
Different teams, different habits
Sales is all over it. Marketing is hot and cold. Service has its own way of doing things. Each team has built their own workarounds, and consistency has gone out the window. Time to bring everyone on to the same page.
New hires need to land fast
You are growing. Every new starter needs to come up to speed on HubSpot quickly, without taking a senior person out of action for a week. You need a proper onboarding programme they can plug into.
What's in a Big Presence enablement project.
Eight things, designed to make HubSpot the way your team works, not the system they work around.
Adoption Strategy
A clear assessment of where adoption is today, where it needs to be, and a practical plan to get there team by team.
Role-Specific Training
Sales, marketing, service, ops, leadership. Each role gets training tailored to how they actually use HubSpot day to day.
Live Workshops
Hands-on, in-the-tool workshops. Not slides. Real scenarios, real practice, real questions answered in real time.
Internal Champions
We identify and equip the power users in each team to keep adoption strong long after we have gone.
Documentation & Playbooks
Written guides specific to your setup, your team, your processes. Plain English, easy to find, easy to follow.
Video Walkthroughs
Bite-size video content for ongoing reference. Three-minute answers to the questions people will keep asking.
New Hire Onboarding
A reusable programme for getting new starters up to speed on HubSpot in days, not weeks. Without taking your senior team out of action.
Ongoing Reinforcement
Check-ins, refreshers, adoption metrics. So adoption keeps going up, not quietly back down.
Every Hub. Used properly.
We train across every Hub, role by role. So everyone in your business knows what good usage looks like for them, and how to do it.
How marketing actually works it
Campaigns, lists, lead capture, attribution, content workflows.
How sales actually works it
Pipelines, sequences, deal management, forecasting, activity logging.
How service actually works it
Ticket handling, knowledge base, escalations, customer follow-ups.
How content teams work it
Page management, blog publishing, SEO tools, smart content.
How ops works it
Data hygiene, sync management, integration health, governance.
How finance works it
Quotes, invoices, payment workflows, subscription management.
Adoption problems are usually quiet, until they aren't.
These are the questions teams ask us when they realise the system is built but the team is not really on board.
Usually because the training was generic, the change was not managed, or nobody followed up after launch. We diagnose which of these has happened, then fix it role by role.
Because adoption is treated as a one-off event, not a discipline. Without reinforcement, internal champions and ongoing check-ins, even good adoption slides backwards. We design the system to prevent that.
Probably because the training was generic and not tied to your team's actual processes. We build role-specific training around your real setup, your real pipeline, your real customer journey. Sticky beats slick every time.
With a reusable onboarding programme: documentation, video walkthroughs, role-specific paths, and a champion in each team to answer questions. New starters can be up to speed in days, not weeks.
Usually it is fixable. We find the resistance is rarely about HubSpot itself. It is about training that did not click, processes that did not fit, or a feeling of being done to rather than involved. We rework that. The cases where it cannot be fixed are rare.
Four phases. Built around your team.
A clear, structured process designed to make HubSpot the way your team works, not the system they work around.
Assess
We measure where adoption is today, team by team. Where the gaps are, what is causing them, and what good looks like for your business.
Train
Role-specific, hands-on training tailored to how your team actually works. Live workshops, real scenarios, real practice.
Embed
We equip internal champions, build documentation, record video walkthroughs, and hand over a programme your team can keep running.
Sustain
Ongoing check-ins, refresher sessions, adoption tracking. Plus a new-hire programme so future starters land fast.
Every team is different. So is every enablement project.
We do not do off-the-shelf training packages. The right scope depends on the size of your team, the state of adoption today, and how much ongoing support you want. After a 30-minute call, we can usually give you a ballpark.
- The size and structure of your team
- The current state of adoption across the business
- How many roles need tailored training
- Whether internal champions exist already
- The depth of documentation and video content needed
- The level of ongoing reinforcement you want
After scoping, we give you a fixed price with no surprises.
A HubSpot Platinum Partner since 2014.
Over a decade of building, fixing and scaling HubSpot setups for businesses that take revenue growth seriously.
Platinum Partner since 2014
Over a decade of HubSpot expertise across hundreds of implementations and growing businesses.
Adoption is the project, not the afterthought
Most CRM projects fail because of people, not technology. We treat enablement as the work that decides whether the rest pays off.
Plain English, no jargon
You will not get acronym soup or buzzwords. If we cannot explain it simply, we have not understood it well enough.
Built into the rhythm of your team
We do not parachute in, train, and leave. We embed adoption into how your team works, with champions and check-ins to keep it strong.
We knew we needed HubSpot, but we did not realise how much better it could make everything. From tracking leads to creating a working sales process, Big Presence gave us the setup we really needed.
Ready to get your team properly on board?
Adoption is not a phase. It is the difference between a HubSpot setup that pays for itself ten times over and one that quietly fades away. We will help you make it the former. Start with a 30-minute call.