Creating User SOP

Hi There,

Yes I’ve gone on this journey and created my own guides for our business. These started off as PowerPoints with screenshots, but I migrated everything across to a SharePoint training library which has in it guides to do everything you need to in HubSpot. I have also started using Tango to help create some of the guides as you can embed that into SharePoint pages. I need to spend some time with the HubSpot guide creator that was released not that long ago as I should also be able to embed that into the SharePoint pages.

It took quite a while to build up the level of guides that I have now but I use these to support the training I deliver to our new starters where I introduce them to the HubSpot ecosystem.

As we develop new areas of the system I add more guides to it.

I found this a lot better for our users as the visuals then look like our portal and it makes more sense to them.

Hope that helps.

Lizzy