A Sherpa-led cohort that keeps your team on trail. This is NOT 1:1 consulting and NOT a do-it-for-you service. It's a structured, cohort-based implementation with progress gating.
Spots are limited to 10 to keep Q&A tight and accountability high.
Most teams don't need a 3-month consulting project. They need a clear path to get HubSpot working fast.
Without structure, setup takes months. Your team loses momentum and the CRM sits unused.
If the team doesn't know how to use it properly, they won't. Training without accountability fails.
Without guidance, properties get duplicated, data gets dirty, and your pipeline becomes unreliable.
A structured 4-week sprint with weekly climb plans, live calls, and progress gating to keep everyone moving.
Each week you get a structured checklist with Admin lane and Rep lane tasks. No guessing what comes next.
20 minutes of teaching + 40 minutes of Q&A. Focused, efficient, and designed for action.
To ask a question, you must complete 80%+ of the current week's checklist and submit your question 24 hours in advance using the template. This keeps the cohort moving together.
No DMs, no unlimited async, no "review my whole portal." Support boundaries keep the program efficient and scalable.
Your definition of done. This is what "go-live" means in Sherpa Sprint.
Everything you need to complete your HubSpot onboarding in 4 weeks.
Your central command for the sprint. Weekly checklists, micro-lessons, and resources all in one place.
Admin lane and Rep lane tasks for each week. Clear, actionable, and designed to keep you on trail.
20 min teaching + 40 min Q&A. Focused sessions to unblock your team and maintain momentum.
Short, focused training videos for admins and reps. Learn exactly what you need, when you need it.
Proven email templates, sequence structures, and standard operating procedures ready to implement.
A clear handoff plan for ongoing adoption, coaching cadence, and continuous improvement.
Dedicated Slack channel for your cohort to support async learning and collaboration with peers.
These boundaries keep the cohort moving fast and the program sustainable.
To ask a question on the weekly call, you must complete 80%+ of the current week's checklist. This keeps everyone accountable and moving together.
Submit questions 24 hours before the call using the template. This ensures focused, high-value Q&A time.
Questions must relate to the current week's work. No jumping ahead or falling behind.
All support happens through the structured Q&A process. No direct messages or ad-hoc requests.
Portal reviews, migration help, and pipeline tuning are available as paid add-ons. The sprint focuses on core onboarding.
A structured climb from setup to go-live.
One cohort. One price. Everything included.
Only 10 spots per Sprint • 50% discount ends when cohort fills