BluepointATM HubSpot CRM Training Plan

Overview

During the October 2025 BluePoint ATM marketing and onboarding call, the team aligned on a focused, practical approach to HubSpot CRM training for Wade Zirkle and newly onboarded sales hire Mike Stebbins. Rather than pursuing formal HubSpot University courses or paid per-hour consultants, Asymmetric (Mark Hope and Melissa Cusumano) will deliver a 2-hour basic training session covering daily-use essentials.

The guiding principle: learn what you need to use every day, defer everything else.

Training Scope

In Scope (Session 1 — ~2 hours)

• Contact management — viewing, creating, and updating contact records
• Note-taking — logging call notes, meeting summaries, and follow-up context on individual contacts (e.g., "Ryan Locker — hotel owner, interested in Reverse ATM, follow up by X date")
• Activity logging — logging calls, scheduling tasks, and setting reminders
• Email integration — confirming HubSpot Chrome extension is installed; understanding that emails sent from Gmail are automatically recorded in HubSpot
• Company associations — linking contacts to company records; viewing all contacts associated with a given account
• Field setup review — ensuring custom fields exist for the data BluePoint needs to track (verticals, lead source, etc.); adding any missing fields
• Permissions review — simplifying permissions so Wade and Mike can see all relevant records without friction

Explicitly Deferred

The following features are acknowledged as valuable but will only be addressed when the team has a specific need:

• Email automations and sequences
• Lead scoring
• Custom dashboards and reporting
• HubSpot-to-third-party integrations
• Advanced workflow automation

"There's like hundreds and hundreds of hours worth of stuff that's really complicated… you don't need to learn that." — Mark Hope

Key Decisions

• No external HubSpot consultants needed for basic training; Asymmetric will handle it at no additional cost
• HubSpot University self-study ruled out — Wade explicitly noted he would not complete async video courses
• Emails should be sent from Gmail, not from within HubSpot; the Chrome extension ensures they are still logged automatically
• Social media approvals may eventually move from GoHire into HubSpot, but this is deferred

Prerequisites Before Training

• [ ] Wade and Mike confirm HubSpot Chrome extension is installed in Chrome
• [ ] Mark to audit and simplify HubSpot user permissions for Wade and Mike
• [ ] Mark to verify all relevant custom fields are present (or add missing ones) prior to the session
• [ ] Mark to check Google Analytics permissions and ensure Wade/Mike have access

Action Items

Context & Rationale

BluePoint ATM is a small team using HubSpot as their primary CRM for cashless ATM sales outreach. Mike Stebbins joined as head of sales development and needs to get operational quickly. The team is actively managing inbound leads from Google Ads, conference follow-ups (Integra Connect 25), and planned email/direct-mail campaigns. A lightweight CRM workflow — logging notes, tracking contacts, managing follow-up tasks — is the immediate priority before any advanced automation is considered.

Related

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