Value-First Education Hub
Transform HubSpot from a sales tool into a Customer Value Platform — a system that sees relationships, not just records.
How Do You Want to Learn?
Choose your path based on what you need right now
Foundation
"Help me understand the framework"
Learn the strategic concepts behind Value-First: the Four Unified Views, the Value Path stages, and why this approach works.
- → Four Unified Views explained
- → 8 Value Path stages
- → Customer Value Platform concept
Story
"Show me how it works in practice"
Follow Sarah Chen's 18-month journey from first click to community champion. See the framework come alive through real scenarios.
- → Sarah Chen's complete journey
- → Industry scenarios
- → Interactive simulator
Implementation
"Help me build this"
Get straight to the practical details: object configurations, property setups, use case guides, and implementation checklists.
- → 18+ object profiles
- → Use case guides
- → Role-based configurations
The Core Idea
Most organizations use HubSpot to track processes — leads to nurture, deals to close, tickets to resolve. Value-First teaches you to configure HubSpot around four unified views that transform how you see customers, revenue, context, and team effectiveness.
Test Your Knowledge
Already familiar with Value-First concepts? Take an assessment to validate your understanding.
View AssessmentsPopular Starting Points
Not sure where to begin? These are the most visited pages in the Education Hub.
Put this into practice
Learning is just the beginning. Create your Value Path to apply these concepts to your own transformation.