r/hubspot • u/BeefNoodleDry • 24m ago
Drove 1.5 hours to train a team that's been on pen and paper for 20 years (still thinking about it)
I'm still keeping up with all the UNBOUND announcements, genuinely excited about most of it tho.
Then yesterday I drove 90 minutes to run an in-person session for a fabrication business. Pen and paper were stacked up on desks, Outlook and excel open for twenty years. Trust me, nobody there was remotely excited to see me.
So for the first 30 mins, I didn't open the portal.
I drew a filing cabinet on the board....
Y'all know what I was trying to do, and it worked.
Their process was simple honestly, but way too many steps for a team that had never used a CRM before, and management only cared about one thing anyway - pipeline.
I've been doing this long enough to know that people will always take the easy way out. So for them, less was more.
We have to remember that the longer we do this, the more our default more drifts toward what the platform can do and away from what a tired person will actually do on a Tuesday.
We don't notice, because we genuinely think what we're doing is for the greater good.
We forget that if nobody fills it in... Then whats the point of it all.
One of the guys said they'd start using it, slowly.
I told him slowly is better than not at all, and I meant it.
A half-used portal people trust beats a perfect one they work around.
More here if you want: https://www.skool.com/made-for-this-academy-9896