Bluepoint requires a dedicated HubSpot walkthrough session to get them up and running on the platform. This was identified during the [1] as a near-term action item for Melissa to schedule.
The session is estimated at one hour and should cover how to use HubSpot at a functional level. The Wednesday standing call with Bluepoint was flagged as a potential slot to use for this training.
Bluepoint is also receiving ClickUp training early in the week (separate session). The HubSpot walkthrough is a distinct need and should be treated as its own agenda item or call. Melissa noted the Wednesday call could absorb this if timing works.
Additionally, Bluepoint's ZoomInfo access was resolved around the same time — a credit card issue had been blocking access, which Mark fixed. HubSpot training is the remaining onboarding gap.