User Training

Inbound Service

We will introduce you and your team to the Inbound Sales Methodology, from identifying potential buyers and developing outreach strategies to building personalized presentations

Customer Support

Learn how to develop a client-centric strategy. While the principles in this training will be of most use to managers, members of other teams can also benefit from learning the principles involved in this approach to customer success.

HubSpot Software

Learn how to use any of the Hubs and get your teams oriented with the core features of HubSpot to execute a high-performing Inbound Service, Inbound Marketing, or Inbound Sales strategy like a pro.

1

Assess Needs
2

Define Goals
3

Action Plan
4

Deliver Training

Assess Needs

Before beginning any program, we work to identify and assess where your organization is at, and where you want to go--taking individual employee training needs into account at every stage of the process.

Define Goals

Our training needs assessments identifies gaps in your current training initiatives and employee skill sets in order to prioritize specific training objectives and help employees to improve their performance across the organization.

Action Plan

Our training action plan contains a full breakdown of our recommended approach, including content, materials and other training elements, as well as resources and training delivery methods. We also take employees’ location, current capabilities and learning styles into account when developing our programming.

Deliver Training

The training program comes to life in the last step. We deliver the curriculum in-house, either on-site or remotely. In addition, we work with you to consider employee engagement and learning KPI goals, and to thoroughly plan the scheduling of training activities and any necessary resources such as facilities or equipment.

Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Ashley Camire

Owner and Relationship Specialist

POQFL.com

I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue

VP Marketing at ShipHero

Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer

Digital Marketing Manager at ShipHero

Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.

Main Street Financial Solutions

Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.

Forum Financial Management, LP

Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira

ShipHero Sales

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