With HubCoach, a Revenue Hub Latam product, an administrator records once how a task is done in HubSpot and every new hire follows it on their own screen. A balloon points at each control, explains what to do and the person does the real action on their record. The tour does not click, type or save for anyone.
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A new hire sits through the HubSpot training, but a week later cannot remember where things are done. It happens every time someone joins a team, in Chile and across Latin America.
They cannot remember where to log a call outcome.
They do not know how to create a deal from a contact without duplicating it.
The CRM administrator answers the same question on chat again.
Choose the five or six tasks a new hire does in their first weeks. For each one, agree on the right way to do it in your portal and who keeps it current when HubSpot changes the screen.
“Create a deal from a contact”, in five steps, recorded in your portal with your real stages.
Each step says what to do and why, and the person does it on their own record.
A 20-minute video recorded a year ago, with screens that already changed.
One tour for everything, which nobody finishes.
The recorder creates the steps while you do the task; the plan assigns the practice.
From the Side Panel you choose Tours and Record a tour, and do the task in HubSpot. Each click or completed field becomes a step.
You assign the new hire a plan with the tours to follow and a step to review it with you.
Start with the task that generates the most questions.
An administrator or an authorized author chooses Tours, Record a tour, and does the task in HubSpot.
What to do, why and which questions it answers, in Spanish and English.
Only the people who need it see it in Tours.
The person follows the cursor and does the real action on their own record.
After the first weeks, watch the person do the task without the tour.
A tour shows the way; the person walks it.
A tour is recorded once; keeping it current is a job with an owner.
The contextual enablement guide explains when a tour fits and when an article does; the articles show how to record and follow one.
The criterion, the example and the next action at the real moment of work.
5 min readRead the guideShow how to do something in HubSpot on the person’s own screen, step by step.
2 min readRead the articleLet HubCoach point at each control while you do the work yourself.
2 min readRead the articleReuse instructions while keeping each person’s assigned work separate.
2 min readRead the articleHubCoach is a Revenue Hub Latam product. It grew out of what we solve when we implement and run HubSpot with sales and service teams in Chile and Latin America.
No. A tour stores the HubSpot view without identifiers, the control and your text. It never stores record values or what the person types.
Administrators, and the people an administrator allows to create tours. Each author manages the tours they created; administrators manage all of them.
The tour shows that it did not find an element. Record that step again; usage analytics show which steps need it.
Yes. They can leave at any time and start again from the Tours tab. What they already did in HubSpot stays as they saved it.
The ones a new hire does in their first weeks and asks about most: logging a call, creating a deal from a contact or closing a ticket with its resolution.
They are written in Spanish and English, and the person sees the language they chose. We built them with teams in Chile and Latin America in mind.
Current seats are full. Tell us about your team, in Chile or elsewhere in Latin America, and what you would like it to do better in HubSpot.
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