Training & Documentation

At Blu Mountain, we empower your team to use HubSpot to its fullest potential. Through tailored training sessions, comprehensive documentation, and role-based knowledge hubs, we ensure your team has the tools and support they need to thrive. We also guide your organization through change management, ensuring smooth adoption and long-term success with HubSpot.

Empower Your Team to Use HubSpot the Right Way

A system is only as powerful as the people using it. That’s why Blu Mountain offers comprehensive enablement and training solutions to make sure your team can take full advantage of what’s been built.

We don’t just deliver a set of tools and walk away. We work alongside your team to ensure knowledge transfer happens at every level. We host tailored live training sessions, build internal documentation, record walkthrough videos, and create role-based knowledge hubs so your employees have the answers they need—when they need them.

We also support change management. If your organization is introducing new processes or migrating from legacy systems, we help ensure buy-in, adoption, and long-term success. Our training spans marketing, sales, service, and ops, so that each department has a clear understanding of how to do their job more effectively in HubSpot.

What You Get:

Custom onboarding and live team training

Internal knowledge bases, SOPs, and wikis

Video walkthroughs for systems and tools

Change management support during rollouts

On-demand support for ongoing questions and upskilling

Enablement is the difference between “we have HubSpot” and “we’re growing with HubSpot.”
Blu Mountain makes sure your team lives in the second category.

Hubspot Setup

It’a not uncommon for companies to make costly decisions when architecting their revenue operations. A little bit of strategy in the early days can go a long way.

Data architecture
Pipeline build
Data upload and testing
Web integration
Platform integrations
Calendar links

Learn about how Inveterate was able to close more revenue in a month than the entire quarter before.

Download the case study

Marketing Optimization

If you’re looking to optimize your ad budget, it’s critical to leverage hubspot’s underlying tracking infrastructure in place. Stop guessing and start growing.

Compaign management
Custom attribution model
Email marketing
Social
Inbound process
Ad connection
Nature campaigns
Custom forms

Learn how Sprout grew leads
by 300% and MQLs by 160% in 3 months.

Download the case study

See how Thoughtful AI grew their revenue by 380% and MQLs by 215% in just 3 months.

Download the case study
Behavioral flows
Lifecycle model
Benchmarking & strategy
Intent based flows
Inbound process
Comprehensive reporting
Nature campaigns
Custom onboarding

Revenue Operations

Building a revenue machine is about the tweaks and iterations. Hubspot’s funnel capabilities enable companies to iterate their processes so they can grow the bottom line.

Start your climb today

START YOUR CLIMB