With HubCoach, a Revenue Hub Latam product, what a new hire learned in training is still there when they have to decide. The Side Panel shows the criterion, an example and the exception next to the record; a guided tour points at where to click in your portal; and a plan assigns practice steps for the first weeks. Nobody has to interrupt the administrator with the same question.
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The person remembers the training but cannot decide which option fits this customer. We see it with every new hire in sales and service teams across Chile and Latin America.
They interrupt the CRM administrator with a question already answered ten times.
They look for an old document that no longer matches the portal’s fields.
They copy what someone else did, mistake included.
Choose one real decision for one role. Explain when it applies, the expected action, a good example and a common exception. Leave room to practice and review a real case together.
Qualifying a lead before passing it to sales: what to check, an example and what to do if the phone is missing.
A five-step tour to create a deal from a contact, followed on the person’s own record.
A 40-page manual in a shared folder that nobody opens while working.
One training session on day one, then “ask if you have questions”.
The tour shows where the task is done and the Side Panel explains which option fits.
The new hire follows the tour on their own screen: a balloon points at each control and they do the real action on the record.
The person reads the criterion, with real HubSpot fields in boxes, while filling in the contact.
Start with the question your team asks most often.
About the decision the team keeps asking about, with an example and an exception.
And set up contextual help beside the field where it is supported.
So the person sees where to click and does the real action themselves.
And use friction reports to improve unclear instructions.
Watch the same task on a real case after practice, and review it again later.
HubCoach brings the criteria closer; it does not replace practice or fix the process.
Onboarding works when each role does its part.
The enablement guide explains how to train inside the record; the articles show how to do it with HubCoach.
The criterion, the example and the next action at the real moment of work.
5 min readRead the guideGive people an answer they can read without leaving the record.
2 min readRead the articleLet HubCoach point at each control while you do the work yourself.
2 min readRead the articleShow a small question mark before a matching HubSpot label, on the same line.
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. It keeps the agreed criteria, examples and practice steps available after the training, in the Side Panel next to the record.
Yes. Use a guide for the criterion and the exception, and a guided tour to show where to click in your portal. The person always does the real action.
Little and useful. Start with the five or six decisions a new hire makes in their first weeks and add more when the team asks.
Yes. Each person uses their own account and the Chrome extension. The administrator decides what content they see based on their role.
Yes. The same approach works for tickets: an article on how to classify or escalate a case, suggested while the person works the ticket.
Yes. The app and the extension are in Spanish and English, and tours can be written in both languages. Your team writes its articles in the language it works in.
Yes. The help, the tours and the plan reach each person’s HubSpot record, so onboarding works the same in Santiago, Chile, as in any other city in Latin America, without an in-person session.
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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