wiki/knowledge/crm-automation/paul-automation-training-plan.md · 482 words · 2025-11-24
Paul's GoHighLevel & HubSpot Automation Training
Overview
Paul has been identified as the internal candidate to fill a critical automation skill gap at Asymmetric. As of the November 24, 2025 weekly sync, he has been given access to GoHighLevel and is beginning structured self-directed training. HubSpot access is pending. Mark will provide direct mentorship as Paul progresses.
The motivation is clear: automation expertise (GoHighLevel, HubSpot) is in active client demand, and building this capability internally reduces dependency on external resources and creates a defined growth path for Paul.
"I think he's motivated and the only, unfortunately, I think that you might just need to do some training with him because you're the, you're the guy." — Melissa, 2025-11-24
Training Goals
- Develop working proficiency in GoHighLevel automation workflows
- Develop working proficiency in HubSpot automation and CRM features
- Reach a level of capability sufficient to implement client-facing automation projects independently
Current Status
| Platform |
Access |
Training Started |
| GoHighLevel |
✅ Active |
In progress (GoHighLevel University) |
| HubSpot |
❌ Pending login from Mark |
Not yet started |
Training Plan
Phase 1 — GoHighLevel Self-Study
- Paul to complete the GoHighLevel University curriculum independently
- Focus areas: workflows, automations, pipeline management, and integrations
- Mark available for questions and guidance as needed
Phase 2 — HubSpot Self-Study
- Mark to provision HubSpot login for Paul
- Paul to begin HubSpot training modules once access is granted
- Leverage Paul's existing (if lapsed) HubSpot familiarity as a foundation
Phase 3 — Direct Mentorship with Mark
- Mark to provide hands-on mentorship sessions
- Sessions should bridge self-study to real client implementation scenarios
- Prioritize skills directly applicable to active client needs (e.g., [1], [2])
Action Items
| Owner |
Action |
Status |
| Mark |
Provide Paul with HubSpot login |
🔴 Open |
| Mark |
Schedule and conduct mentorship sessions |
🔴 Open |
| Paul |
Complete GoHighLevel University training |
🟡 In Progress |
| Paul |
Begin HubSpot training once access is granted |
🔴 Blocked |
Context & Rationale
This initiative was surfaced during the [3] weekly sync between Mark and Melissa. The discussion noted:
- Automation skills are a critical internal gap — currently Mark is the primary (and possibly sole) automation resource
- Paul expressed strong motivation, framing it as a near-term job security driver
- Melissa flagged that Mark's direct involvement in mentorship is likely unavoidable given his unique expertise
Building this capability internally supports Asymmetric's ability to deliver GoHighLevel and HubSpot implementations (such as the Adavacare GoHighLevel verification workflow) without bottlenecking on a single person.
- [2] — Active GoHighLevel implementation requiring verification
- [1] — Pending CallRail implementation; potential automation work
- [4]