How are you different from HubSpot training?

Training teaches knowledge people already have. Your reps know how HubSpot works, they skip it anyway. We solve the system problem behind it: we change what reps get out of HubSpot for their own work. Logging pays off because the tool gives back, not because a trainer demands it.

How is adoption measured?

By three simple facts: fill rate on required fields, when in the day the tool gets used, and how much sales communication happens outside HubSpot (mail threads, Slack, sheets).

When do we see results?

Within 2–3 weeks of going live.

HubSpot with scattered data and documents

HubSpot Adoption

HubSpot is rolled out, but nobody really uses it. Now what?

Your reps log data after the fact instead of working with it. Required fields stay empty, key info ends up in notes. We turn HubSpot from a paperwork chore into a tool your sales team opens willingly, because it delivers results instead of more work.

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Reps do admin instead of selling
HubSpot gets opened once a week to tick required-field boxes. The real selling happens in emails, sheets, and Slack.
Knowledge leaks away
Structured required fields are 50% empty. For reps it's faster to type free text than click dropdowns. For analytics, it's the kiss of death.
Workflows get ignored
“I’ll just write the email myself, it’s faster.” And just like that the workflow breaks.

Solution

How we turn adoption around

Dory is an AI sales assistant. We don’t drive usage with pressure or training. We flip it: we give the sales team their value back.

A tool that delivers, not demands.

Call prep goes away. Dory delivers briefings before every call, pulled from past deals.

In the setup: AI briefings per call. Notes land in the right field.
Data stays clean, no reminders needed.

Filling things in happens at the right moment.

In the setup: emails fill fields directly. At stage changes the system only asks for what’s missing.
Visibility for leadership.

Data lives in the system. Reports return facts, not guesses.

In the setup: a real adoption dashboard. Dory flags blockers.

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Dory delivers the follow-up email after every call

Max

“Tweak the notes: they’re also evaluating HubSpot Breeze but worried a tool alone won’t solve adoption. Finish the email.”

Straight talk

What it costs, and who we work with

We price systems, not hours. Dory builds and runs your sales processes. We use one simple, scalable model:

One-time setup fee: For the initial cleanup and the infrastructure.
Predictable monthly fee: For the ongoing operations service after that.
Sweet spot: Built for B2B sales teams of 5 people and up.

Self-check

If you want to tackle adoption in-house: three diagnostic questions

Adoption isn’t a step-by-step fix like a data cleanup. It’s a value problem, not a process problem. But three questions help you see your adoption level honestly:

1.

What concrete value does HubSpot have for your rep today?

If the answer is “required” or “reporting for management”, that’s the problem.
2.

Which required fields are filled less than 70% of the time?

Those are the fields reps systematically skip. Either the friction is too high or the value too low. Both are diagnostic.
3.

When does a rep first open HubSpot in a day?

Afternoon, to log things? Then HubSpot isn’t a work tool. Morning, before the first call? Then it’s working.

Reality

Why the next training won't help

The natural reflex when usage is bad: let’s book another training. That works for exactly two weeks, then the old patterns are back.

Adoption almost never fails on understanding. Reps skip HubSpot because the effort outweighs the value. Until that changes, any extra training is wasted time.

If the real problem is cleanup, not adoption — here's the service for that. If you're also evaluating HubSpot Breeze, here's the honest comparison.