Agents, not hubs. Platform, not features.
Customers are nervous about the old solutions and don't know the new ones yet. That's the opening. HubSpot's edge is context: our agents already know the customer, the business, and the team — before the first interaction. That's what AI point solutions can't replicate.
Convince. Transform. Trust.
Reps built their success on hub selling — and those instincts are still rewarded today. But the window is closing. HubSpot on Credits is coming, and platform-value selling will replace feature-by-feature expansion as the primary motion. Enabling that transition before the shift forces it is a core mandate of this plan.
One system. One sequence. One direction.
Product knowledge and sales skills are designed together, not stacked separately. Glo Pro and Field Enablement plans are built in coordination, not in silos. When either breaks down, reps absorb conflicting messages and compete for non-selling time. This plan is the shared system — every program sequenced toward the same goal, timed to when reps can act.
| Timing | Source | Program / Activity | Format | Duration | Audience | Use Case / Priority | Notes | |
|---|---|---|---|---|---|---|---|---|
| April — Post-Summit Reinforcement In flight · No new asks | ||||||||
| Wk 4/14 | Glo Pro | AEO Demand Playbook + eLearning | Async | 10 min | All SMB GS | Build Awareness | Launched 4/14 with Spring Spotlight. Covers AEO demand tiers and how to work them. Globally deployed. | |
| 4/21 | Field | Prospecting Tenor Roleplay | Async (Tenor) | ~30 min | All SMB GS | Skills Foundation | Full outbound call RP covering all four summit sessions: POV lead, insight-driven question, APAA objection handling, strong meeting ask. Due 5/8. Rachel Kelly (NAM). | |
| 4/21 | Field | AEO Jeopardy + Pod Best Practices | Async / Team mtg | — | NAM SMB GS | Build Awareness | AEO Jeopardy game for team meetings. Best practices: GEMs framing, ChatGPT for talk tracks, Gong for missed opportunities, 53 views and call summaries. Rachel Kelly / Ally Kavanagh. | |
| 4/23 | Glo Pro | AEO Demo Like a Pro (DLAP) | Live webinar | 30 min | All SMB GS | Build Awareness | Global. Live demo of AEO in MH, objection handling, pricing. Sequenced after summit positioning: can't demo what you can't position. | |
| 4/27 | Glo Pro | AEO Tenor Cert — Launches | Async (Tenor) | ~30 min | All SMB GS | Build Awareness | AEO positioning role play cert. Due 5/8. Distinct from Prospecting Tenor RP — that cert covers skills; this covers AEO product positioning. | |
| May — Prospecting Agent Month ⚠ Already at threshold before additions | ||||||||
| 5/8 | Field | SMB Grow Day + Cert Completions | Live (manager-led) | 30 min | NAM SMB GS | Skills Foundation | Reflection and wins section followed by cert completion time. Due date for AEO Tenor Cert and Prospecting Tenor RP. Rachel Kelly. | |
| Mid May | Field | Partner Certification (101 + 201) | Live / Async | 2 hrs | NAM SMB GS | Skills Foundation | Already scheduled by Ro and Tessa. Exact date TBC — confirm before finalizing May load totals. Flagged by Ally Kavanagh as a key contributor to May cert hours. | |
| May–June | Field | EMEA MIF 7-12 MHub Immersion Series | Live (3 x sessions) | 3 × 30 min | EMEA MIF 7-12 | Build Awareness | Three 30-min sessions (Disco / Demo / Close) on MHub. Re-running Q1 program. Mandatory for MIF 7-12, others welcome. Ally Kavanagh. EMEA only Integration opportunity: proposed EP Workshop 1 could serve as one of these three sessions, eliminating a separate build and reducing Ally's load. |
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| Post P-Club (May) | Field | EMEA AEO Loom Cert | Async (Loom + cert) | ~20 min | EMEA SMB GS | Build Awareness | Light Loom pitch submission cert reinforcing EMEA Breakout 4 (AEO → MH pitching). EMEA only Note: confirm differentiation from Glo Pro AEO Tenor Cert (4/27) — that cert covers positioning; this covers pitch delivery. |
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| Wk 5/11 | Glo Pro | Prospecting Agent Foundations eLearning | Async | ~20 min | All SMB GS | Grow Revenue | Product walkthrough of PA post-Spotlight. Covers lifecycle change: from AI research + outreach to end-to-end signal-led prospecting. Plays, buying group discovery, ZoomInfo/Apollo, signal-based account prioritization. | |
| Wk 5/18 | Glo Pro | Prospecting Agent DLAP | Live webinar | 30–45 min | All SMB GS | Grow Revenue | Global webinar. Repositioned as full lifecycle post-Spotlight. Updated demo, proof points (Sandler, Stax, RevenueWell), pricing framing. EMEA needs to reschedule — flag for Ally Kavanagh. | |
| Wk 5/18 | Glo Pro | PA Tenor Demo Cert — Launches | Async (Tenor) | ~30 min | All SMB GS | Grow Revenue | PA positioning and demo role play cert. Due early June. Designed to follow directly from DLAP in the same week. | |
| Wk 5/18 | Glo Pro | Revenue Hub Awareness MIAB | Manager-led (MIAB) | 15–20 min | All SMB GS | P2 / Product-Req. | Pre-launch awareness before Revenue Hub GA (June 2). Lightweight: where it fits in the Sales Hub story, when to pivot discovery. Built from PMM positioning materials. ⚑ Product team driving this ask — need sales feedback on May vs. June timing before committing. Note: June 2 launch date may slip, which would make all-June enablement the natural choice. |
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| Wk 5/26 | — | — | Protected — Month Close | — | — | — | — | No enablement. Protected per sequencing principle. |
| June — Summit Pull-Through + Revenue Hub Launch Proposed items pending Roisin / Tessa alignment | ||||||||
| Early June | Glo Pro | PA Tenor Demo Cert — Due | Async (Tenor) | — | All SMB GS | Grow Revenue | Due date for PA cert launched wk of 5/18. Completion only — no new content. | |
| Wk 6/2 | Glo Pro | Revenue Hub DLAP | EP-led small group | 30–45 min | US SMB GS | P2 / Product-Req. | Full CPQ attach motion at GA launch (June 2, US only). Discovery for quoting pain, Sales Hub → Revenue Hub pivot, specialist handoff. Current CPQ attach: 11–14% vs. 26% target — enablement is overdue. ⚑ Product-requested. Need sales response: right priority alongside PA in June, or wait? |
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| Wk 6/8 | Glo Pro | EP Workshop 1: AEO → Marketing Persona (Cold Outbound) | EP-led small group | ≤45 min | All SMB GS (global) | Build Awareness | Extends summit prospecting skills to cold outbound with a marketing persona. Reps learn to create the AEO conversation — not react to inbound. PROVES/leaks framework + visibility leak POV. AEO opens, MH closes. Differentiated from EMEA Breakout 4 (which covered inbound/disco pivot): this is cold outbound — new motion for all regions. Integration opportunity: could serve as one of Ally's three MIF 7-12 MHub sessions for EMEA. |
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| Wk 6/15 | Glo Pro | EP Workshop 2: PA → Sales Persona (Cold Outbound) | EP-led small group | ≤45 min | All SMB GS (global) | Grow Revenue | Applies summit framework (proactive calling, APAA objection handling) to a VP of Sales prospect using PA as the hook. Speed leak + pipeline visibility as POV. Reps arrive with PA product knowledge from May DLAP. Flagged as valuable by Ally Kavanagh. | |
| Wk 6/29 | — | — | Protected — Month Close | — | — | — | — | No enablement. |