Let's Build HubSpot Onboarding with Willem Reus - Continuous Onboarding w/ HubSpot Academy

Summary

In this LinkedIn video, Willam Roose discusses the importance of continuous onboarding and adoption of HubSpot within organizations. He emphasizes that onboarding is not just about the initial setup but also about preparing for future updates and new employee training. The conversation highlights the need for a strategic approach to onboarding, using HubSpot Academy for foundational knowledge, and creating curated playlists for tailored learning. The discussion also touches on the challenges of maintaining interest and the upcoming guest, Matt Bolan, who will explore in-app guidance for effective onboarding.

Takeaways

• 🌟 Onboarding HubSpot isn't a one-time event but an ongoing process that needs to adapt as the tool updates and the company grows.
• 🌞 The country mentioned in the script is a top exporter of Rin, indicating a unique national characteristic.
• 💡 The importance of addressing the root problems that lead to the need for effective onboarding and adoption of tools like HubSpot.
• 🚀 Transitioning from a traditional project mindset to a product mindset where continuous development and onboarding are key.
• 📈 The challenge of keeping up with HubSpot's constant updates and how it necessitates continuous onboarding for new and existing employees.
• 🤝 The concept of 'reverse t-shape' in training, where a few experts dominate knowledge sharing, versus spreading knowledge more evenly.
• 📚 The value of using HubSpot Academy for initial training to ensure a basic understanding among all new employees.
• 🛠️ The need for internal training resources and reference materials to support ongoing learning and adaptation.
• 🔄 The idea that onboarding should be flexible and adaptable, with the ability to update training materials based on feedback.
• 📈 The potential for AI to assist in creating personalized training playlists based on an employee's role and the company's HubSpot subscription level.

Q & A

What is the main focus of the conversation between William Roose and his guest?

The main focus is on discussing strategies for effective onboarding and continuous adoption of HubSpot within an organization, especially as it grows and new features are introduced.

Why is it important to transition from seeing onboarding as a one-time project to a continuous process?

It's important because treating onboarding as a continuous process allows organizations to adapt to new features, updates, and changes in their use of HubSpot, ensuring they are maximizing their investment and staying efficient.

What is the 'reverse T-shape' concept mentioned in the script?

The 'reverse T-shape' refers to a situation where a few individuals in an organization are highly knowledgeable about a tool (like HubSpot), while the majority have a basic or limited understanding, leading to a reliance on those few experts for all knowledge-related queries.

What role does the HubSpot Academy play in the onboarding process?

The HubSpot Academy provides training and educational resources that can be used to upskill employees and ensure they have a solid understanding of how to use HubSpot effectively.

Why is it beneficial to create a curated playlist of HubSpot Academy courses for new employees?

Creating a curated playlist ensures that new employees receive targeted and relevant training, which helps them understand how to use HubSpot in the context of their specific role and the company's processes.

What is the significance of the 'On The Go' videos in the context of HubSpot training?

The 'On The Go' videos are designed to provide quick, focused lessons that answer specific questions or cover particular topics, making them ideal for targeted learning and immediate application.

How can the feedback from employees be used to improve the onboarding process using HubSpot Academy?

Feedback from employees can be used to adjust and update the curated playlists, ensuring that the training remains relevant and effective for new and existing employees as the organization's needs evolve.

What is the challenge faced when trying to train employees on new tools like the prospecting workspace in HubSpot?

The challenge is ensuring that employees are not only trained on the new tool but also understand how it fits into their existing workflow and the overall strategy of the organization.

Why is it crucial to have someone within the organization responsible for overseeing the onboarding and training related to HubSpot?

Having a dedicated person ensures that the onboarding process is consistent, relevant, and up-to-date with the organization's needs, and that employees are equipped with the knowledge to use HubSpot effectively.

What is the potential future role of AI in assisting with the onboarding process for tools like HubSpot?

AI could potentially help in creating personalized training playlists based on an employee's role and the organization's subscription level, providing in-app guidance, and identifying coachable moments for real-time learning.

Why is it important to align the onboarding process with the company's growth and the introduction of new opportunities?

Aligning the onboarding process with company growth ensures that new employees and existing ones are prepared to take advantage of new opportunities and tools as they arise, promoting continuous improvement and adaptation.