Hello, friends. Welcome to a tradition unlike any other. This is the RevOps MBA with Brian Kreutz.

You've got a lot of playbooks around different tactics and best practices and strategy, but none of that stuff really matters if adoption is not happening. So you can build out all the workflows, all the reports, all the custom properties you want. But if the process is not adopting, you're not gonna get back accurate reporting, and you're not gonna get actual insights from that reporting. So in this video, I'm gonna walk you through, how we think about adoption.

And, the way that I personally think about it is that there's really two types of adoption. There's passive and active. I think a combination of both is best, but most companies think it as only passive adoption. So passive adoption is, hey.

Let's just go do a thirty minute, Zoom recording, and everyone on the call will immediately absorb the information and never make an error again and always follow this new process. So it's kind of like a set it and forget it one time thing. It's very passive, where what I'm gonna show you now is how we use, our a product called Superd to make it much more active. So I'll show you several different strategies that we use.

And based on the business and how your sales team operates, we can kinda figure out which is best. So I'm a make my screen a little bit smaller and kinda show you where I'm at. So right now, I'm in a demo account, and this is, my test contact. So this is an example of some passive adoption here where all of these little indicators will pop up a, a a video, an image, text, whatever you need, and it'll kinda pop this up and it will kinda always be here.

So if they're, saying, hey. What does marketing qualified lead again? They can just click on here and see the specific triggers, but they have to go ahead and click on this to actually view it. But having this content throughout, especially for custom properties that are unique to your business, is super, super So I always recommend that you set up these kind of key indicators in certain key fields, around your instance, but these can be a hundred percent customized.

Now let's talk about how we make this a little bit more active. And so if you have a large sales team, we're gonna be a small sales team, how do you know if they're actually reading this and actually absorbing the content? And so what I like to do is assign tasks to individuals with due dates and then add in the instructions of what the task they're supposed to do right in here and embed it right in HubSpot. So here's an example of a training task that we do at, RevPartners to learn about this product.

And so we've got several steps here. And at the bottom, we'll see mark your HubSpot, task complete. And if it's a complete and you see your name on the dashboard, I know you did it correctly. So how do we not only assign the task, make sure it's complete, but also make sure that the actual operation was done correctly?

Those are some of the tactics that we do to build it out. So I'll go ahead. This will be assigned to a salesperson. I can go ahead and check this off, and now I've completed it.

And now we have a report in the manager or whoever's involved and say, hey. Brian completed this task. You can see here, you can kinda have multiple tasks. And so a lot of times, we'll have four or five, like, over a series of a week, and they go through, you know, a couple of day and complete these out.

So I like to assign tasks because it email reminders are automatic. The instructions are right here built in, and it's really easy to see. Another good benefit of this is that you can view all this in the sidebar. So you can see how this Sidekick method here, which is just a Chrome extension, you can, make it bigger and smaller, and it overlays HubSpot here.

So as I'm reviewing the instructions of this task and that I was assigned, I can actually do the actual activities right here in HubSpot. So if you don't have a second screen or you don't wanna look back and forth, you can just go right here and follow the steps, just like you would and do them right in HubSpot.