Paul — HubSpot Automation Expert Training Plan

Overview

Paul has been designated as Asymmetric's in-house HubSpot automation expert. The goal is to develop deep, certified expertise in HubSpot Workflows so the team has a reliable internal resource for building and maintaining automations across client accounts — rather than relying on shared logins or ad hoc knowledge.

This initiative was decided during the ^[1], where Mark and Melissa identified a gap in automation capability and agreed Paul was the right fit given his prior Go High Level certifications and expressed interest in expanding his technical skills.

Access Setup

Paul has been invited to the Asymmetric HubSpot account by Mark.
Confirm Paul accepted the invite before assigning any live automation work.
Do not share login credentials via LastPass as a long-term solution — Paul should operate under his own seat.

Training Plan

Phase 1 — HubSpot Academy (Self-Directed)

Paul should begin immediately with HubSpot Academy, accessible from within the HubSpot account:

HubSpot account → click your name/agency → HubSpot Academy

Priority course searches:
- "Workflows" — start here; covers foundational automation logic
- "Automation" — broader context for how automations fit into HubSpot strategy

Recommended starting courses (search within Academy):
- Understanding Workflows in HubSpot
- Using Workflows to Power Your Strategy
- Using Workflows in Your Sales Process
- Organizing and Streamlining Workflows

Approach: Start at the beginning to understand how workflows function, then progress toward use-case-driven courses. The goal is not just familiarity — Paul should pursue HubSpot certification in automation/workflows.

Phase 2 — Hands-On Practice

Once Paul completes foundational courses:
- Assign him to a low-risk automation task within the Asymmetric account or a client account with supervision.
- ^[2] has upcoming automation needs and may serve as a good first real-world project.

Once certified, Paul should be the go-to resource when AMs have HubSpot automation questions. Consider a brief internal demo or documentation of common workflow patterns.

Broader HubSpot Training Context

Separately from Paul's deep-dive, all Account Managers should complete a HubSpot 101 orientation — a ~1-hour introductory course covering navigation, tabs, and core features. Melissa will poll AMs on their current HubSpot knowledge gaps and schedule accordingly.

See also: ^[3] for the parallel technical tracking initiative.

Action Items

[ ] Confirm Paul accepted HubSpot account invite (@Melissa Cusumano)
[ ] Have Paul self-enroll in Workflows and Automation courses on HubSpot Academy (@Paul)
[ ] Paul to build a personal training plan/schedule through Academy (@Paul)
[ ] Paul to pursue HubSpot Workflows certification (@Paul)
[ ] Poll AMs on HubSpot training needs; schedule HubSpot 101 session (@Melissa Cusumano)

Notes

Paul has prior experience with Go High Level certifications, which provides relevant automation context even if the platforms differ.
HubSpot Academy certifications are portable — they benefit Paul's career development regardless of his tenure at Asymmetric, which is an intentional retention and motivation consideration.
Raphael has HubSpot familiarity (email builds, etc.) but does not have automation/workflow depth — Paul fills a distinct gap.