HubSpot / Partner education & lifecycle
Make the time between
sessions count.
A six-session Growth Series connected partner education with practice, follow-up and progression.
The partner problem
Standalone webinars had limited follow-through, and one-to-one coaching could not serve every provider. Partners needed a practical way to build skills and use them.
Learning as a sequence
I designed the six-session Growth Series to connect sessions with a calendar-first flow, office hours, workbooks and follow-up. Each session gave partners something useful to do before the next one.
The important choice was to treat the time between sessions as part of the program. A workbook or a conversation could help the lesson become something a partner could use.
A registration opens a learning sequence.
I personally built the registration-triggered HubSpot workflow. Its 26-email nurture was designed to support participation and practice, with a route to an account-rep conversation when a partner felt ready to upgrade.
A partner registers.
Registration enters the partner into the HubSpot workflow.
Workbook completion
Put the lesson into practice.
Community involvement
Learn with peers and get support.
Episode attendance
Continue through the Growth Series.
An upgrade conversation with the account rep.
The learning sequence also provided a route to a meeting.
Reconstruction of the workflow I built, not an original platform screenshot. It summarizes the registration trigger, nurture purpose and account-rep route; original email copy, timing and branching rules are not reproduced. The program results do not isolate this workflow’s effect.
Design and production
I designed the program and personally delivered email and landing-page copy, workbook structure, episode materials, production and community follow-up.
Partner team contribution
The partner team contributed coaching and program delivery.
Results and limits
The program saw 61% more registrations, 53% more attendance and a 36% improvement in activation rate.
Reported program-level results. Registration and attendance figures are count comparisons; 36% describes an improvement in activation rate, not percentage points. The comparison window and baseline are not supplied.