Coaching Playlists in HubSpot

Train your team faster

In today's competitive business environment, effective training and development are crucial for maintaining a high-performing team. HubSpot's Coaching Playlists feature offers a structured approach to training by allowing managers to curate and share call recordings and other resources with their teams. This tool is particularly valuable for onboarding new employees, refining sales techniques, and ensuring consistent messaging across the organisation.

What Are Coaching Playlists?

Coaching Playlists in HubSpot are collections of call recordings—either full conversations or selected clips—that managers can compile to train team members. These playlists serve as practical examples to illustrate best practices, effective communication strategies, and successful sales tactics. By analysing real interactions, team members can gain insights into customer engagement and improve their performance.

Benefits of Using Coaching Playlists

1. Standardised Training: Ensure all team members receive the same information and guidance, promoting consistency in customer interactions.

2. Efficient Onboarding: Accelerate the learning curve for new hires by providing them with curated examples of successful calls and strategies.

3. Continuous Improvement: Facilitate ongoing development by regularly updating playlists with new examples and techniques.

4. Targeted Skill Development: Address specific areas for improvement by selecting recordings that focus on particular skills or scenarios.

How to Create a Coaching Playlist in HubSpot

1. Navigate to Coaching Playlists:

   • In your HubSpot account, go to Library > Coaching Playlists or CRM > Calls.
   • Click on Playlists in the top right corner.

2. Create a New Playlist:

   • Click on Create playlist.
   • Enter a descriptive name and summary for the playlist.
   • Choose a folder to organise the playlist, or create a new folder if necessary.
   • Set visibility permissions to control who can access the playlist.
   • If desired, send an email notification to relevant team members.
   • Click Create to finalise.

3. Add Recordings to the Playlist:

   • Navigate to the Recordings section.
   • Select a call recording to include.
   • Click on + Add to playlist above the recording.
   • Choose the appropriate playlist and add a description if needed.
   • Adjust the start and end times to include specific segments, or add the entire recording.
   • Click Add to include the recording in the playlist.

4. Organise Playlists into Folders:

   • In the Coaching Playlists section, click on New folder.
   • Provide a name and description for the folder.
   • Set visibility permissions as needed.
   • Click Create to establish the folder.
   • Move existing playlists into the folder by selecting the playlist, clicking on Actions > Move, and choosing the desired folder.

Best Practices for Implementing Coaching Playlists

• Regular Updates: Keep playlists current by adding new recordings that reflect the latest strategies and market conditions.

• Encourage Feedback: Invite team members to provide input on the playlists to identify additional training needs or valuable recordings.

• Highlight Successes: Include recordings of successful interactions to motivate and inspire the team.

• Focus on Specific Skills: Create playlists targeting particular competencies, such as objection handling or closing techniques.

By leveraging HubSpot's Coaching Playlists, organisations can create a culture of continuous learning and development, leading to improved performance and a more cohesive team. Want any help implementing these features within HubSpot?