AI workshops and HubSpot training that leave you with something built
Hands-on AI workshops and HubSpot training for business teams in Wollongong and the Illawarra. HubSpot sessions for sales teams, marketers and admins. AI sessions for staff and leadership. Plus systems and marketing. No death by PowerPoint. Your people work on real tasks, in your own portal and tools, and walk out with workflows, prompts and habits they'll use on Monday morning.
Your team has the tools. Most of them barely use them.
Most businesses rolled out HubSpot with one onboarding session and hoped for the best. Then they did the same with ChatGPT or Claude. A few keen people use both properly. Most went back to doing things the old way.
So the CRM fills with half-complete records, the reports can't be trusted, and some of your staff are pasting client details into free AI tools at home because nobody told them not to. Training fixes all of it at once: people learn to get useful results, and they learn the rules that keep your data clean and safe.
- A CRM the team was "trained on" once, two years and many staff ago.
- Reps who keep their real pipeline in a spreadsheet because HubSpot feels slow.
- An accidental HubSpot admin who inherited the portal with no handover.
- Paid AI licences that barely get used.
- No policy on what data can and can't go into AI tools.
- Generic online courses that never touch your actual work.
HubSpot training and AI workshops built around your actual work
Two headline sessions: HubSpot training and AI. Every workshop is tailored. Before the day, I look at your tools, your portal and the jobs that eat your team's time, and I build the exercises around those.
HubSpot for sales teams
Pipelines, deal stages, required properties, tasks, quotes with line items and the reports your manager actually looks at. Built on your portal and your real deals, not a demo account.
HubSpot for marketers
Segments, forms, email, campaigns, workflows and reporting. How to run a campaign end to end in Marketing Hub without making a mess of the data underneath.
HubSpot for admins
Properties, associations, workflows, permissions, imports and data hygiene. For the person who looks after the portal, so it stays clean. Pairs with the HubSpot admin retainer.
AI for everyday work
Practical Claude and ChatGPT skills for staff: writing, summarising, research, analysis and checking, plus the rules on what data can go in. Each person builds a set of prompts for their own role.
AI for leadership teams
Where AI fits in your business, what it costs, the risks, governance and the first three use cases worth funding. Ends with a short, prioritised plan.
Automation and agents
What automations, workflows and agents actually are, and how tools like MCP connect AI to HubSpot. Teams map their own processes and design their first automation together.
Systems mapping
A working session to map how a job moves through your CRM, ERP, website and project tools, find the double handling and agree what to fix first.
Marketing and reporting day
For leadership and marketing teams. Positioning, channels, GA4 and HubSpot reporting, and a 90-day action list agreed in the room.
Custom sessions
Board briefings, conference sessions, team off-sites, data and reporting. If it's about HubSpot, AI, systems or marketing, I can build it.
Workshop and training pricing
All prices AUD, no GST added, for up to 12 people. Includes preparation, tailored exercises, materials and a follow-up summary. Delivered at your venue or online.
Half-day workshop
- About 3.5 hours, one focused topic
- Pre-session call to tailor it
- Hands-on exercises on your work
- Cheat sheets, prompts or an action list to keep
Full-day workshop
- Two connected topics, or one in depth
- Tailored to your portal, tools and roles
- Teams build real views, reports, prompts or workflows
- Written summary and next steps
AI Readiness Assessment
- Your data, systems and team reviewed
- Use cases ranked by value and risk
- Pairs well with a leadership workshop
- Clear plan for what to build first
Training on a messy portal? Pair it with a HubSpot health check ($1,950 fixed) so people learn on something worth learning. More than 12 people? I'll run multiple sessions or quote a larger group. See all rates on the pricing page.
How a workshop comes together
Brief
A short call about your team, tools, goals and the tasks that waste the most time. I check how your HubSpot portal is set up, or what AI tools and data rules you have in place.
Tailor
I build the agenda and exercises around your real work, in your own portal where possible. You approve the outline a week before the session.
Deliver
Hands-on from the first half hour. Short explanations, lots of doing, and time for the awkward questions people actually have.
Follow up
A written summary, the views, prompts and workflows built on the day, and a recommended next step for the business.
What a workshop day can look like
Typical formats, not client stories. The time maths is illustrative.
The HubSpot reset for sales
After a portal clean-up, the sales team gets a half day on the new pipeline, required properties, quotes and reports. Each rep sets up their own saved views and task queue. The rules make sense once people see why they exist, and adoption follows.
The new HubSpot admin
Someone has inherited the portal with no handover. A half day on properties, workflows, imports, permissions and the monthly hygiene routine means the portal doesn't decay while they find their feet.
The office team AI half day
Ten admin and customer service staff learn to use Claude or ChatGPT for emails, summaries and document checks. Each person leaves with five prompts for their own role. If each saves even 30 minutes a week, that's 5 hours a week across the team, or about 260 hours a year, from one half day.
The leadership AI day
The executive team spends the morning on what AI can and can't do, the risks and the costs. The afternoon is spent ranking use cases from their own business. They leave with an agreed AI policy outline and the first pilot chosen.
Taught by someone who builds this stuff for a living
I'm not a professional trainer reading from a deck. I design, migrate and run HubSpot portals across Sales Hub, Marketing Hub and Service Hub, and I build AI automations and fix business systems. The examples in my sessions come from that work, which means they're practical, current and honest about the limits.
Sessions are tailored, small and hands-on. If you've got 12 people in the room, all 12 will have built something by the end of it.
I run workshops on site across Wollongong · Shellharbour · Kiama · Nowra and the Shoalhaven · Southern Highlands, in Sydney, and online for teams anywhere in Australia.
Good fit
- Businesses rolling out, resetting or migrating to HubSpot
- New or accidental HubSpot admins who need to get confident fast
- Teams of 5 to 12 who already have access to AI tools
- Leadership teams deciding where AI fits, and the rules around it
Not a fit
- Keynote-style talks to a few hundred people
- Accredited, certificate or exam-prep courses
- Deep technical training for software developers
AI workshop and HubSpot training FAQs
How much does an AI workshop or HubSpot training cost?
A half-day workshop is $3,500 and a full day is $6,500, for up to 12 people. That includes preparation, tailoring, materials and a written follow-up. For larger groups I'll quote multiple sessions.
What does HubSpot training cover?
Whatever your team needs, based on how your portal is actually set up. Sales sessions cover pipelines, deals, quotes, tasks and reports. Marketing sessions cover segments, forms, email, workflows and campaign reporting. Admin sessions cover properties, associations, workflows, imports, permissions and data hygiene. You can mix them across a full day.
Do you run AI workshops and HubSpot training in Wollongong?
Yes. I'm based in Wollongong and run sessions at your office or a venue anywhere in the Illawarra, Shoalhaven and Southern Highlands. I also deliver in Sydney and online.
Do staff need any technical skills?
No. The everyday AI and HubSpot user sessions are designed for people who've barely used the tools, as well as people who use them daily and want to get better. I pitch it to the room and keep the jargon out. Admin sessions assume some HubSpot familiarity.
Which AI tools do you cover?
Mainly Claude and ChatGPT, since that's what most businesses use. For automation sessions I also cover workflow tools, how AI agents work and how MCP connects AI to systems like HubSpot. I'll tailor it to what your team has access to and what your policy allows.
Can the workshop be online?
Yes. Online sessions work well for teams spread across locations, and for HubSpot training where everyone is on their own screen anyway. In-person is better for leadership sessions where the conversation matters more than the screen.
Will you help us write an AI policy?
Yes. Many businesses pair a workshop with a short AI use policy, so staff learn the tools and the rules in the same session. It can be part of the AI and automation work or the board advisory service.
What happens after the workshop?
You get a written summary, the views, prompts and workflows built on the day and a recommended next step. Some teams then fix or automate what they mapped. Others keep HubSpot on track with the admin retainer or book a follow-up session a few months later.
Pre-reading for your team
HubSpot implementation
Useful background before a HubSpot training session.
Read the guide GuideEfficiency with AI
Where AI actually saves time, where it wastes money, and how to run your first pilot.
Read the guide GuideAI agents explained
Automations, workflows and agents in plain English.
Read the guideHubSpot: HubSpot consulting · HubSpot migration · HubSpot admin retainer · HubSpot integrations & custom apps · HubSpot health check · HubSpot training.
Related: AI and automation builds, marketing operations, marketing strategy.
Get your team actually using HubSpot and AI
Tell me about your team, the tools they have and what you want them doing differently. I'll reply within one business day with a suggested format and available dates.
- Tailored to your portal, tools and roles
- Up to 12 people, hands-on throughout
- On site in Wollongong and the Illawarra, or online
- Fixed price, no per-head surprises
Plan a workshop for your team
I read every enquiry myself and reply within one business day.
Got it. Thanks.
I'll be in touch within one business day.