How to Use Hubspot Coaching Playlists to Train Your Team

Hubspot offers coaching playlists that make it easier for managers and coaches to review recorded calls, give feedback, and train sales or service teams in a consistent, scalable way. This guide walks you step by step through setting up, managing, and using these playlists for better performance.

What Are Hubspot Coaching Playlists?

Coaching playlists in Hubspot are curated lists of call recordings that you choose for training or review. Instead of searching through individual calls, you can bundle the most relevant ones into themed playlists and share them with specific users or teams.

They are useful for:

• Onboarding new sales reps or support agents
• Showcasing best-practice calls and objection handling
• Highlighting calls that need improvement and detailed feedback
• Standardizing how coaches evaluate and review conversations

Requirements to Use Hubspot Coaching Playlists

Before creating a coaching playlist, confirm your account setup and permissions. In Hubspot, coaching playlists are typically available when:

• You have access to call recording and call review tools
• You have permission to view and manage other users’ calls
• Your team is using the calling feature integrated with Hubspot

If you are unsure about your access level or which subscription is required, check your subscription details or talk to your Hubspot account administrator.

How to Create a Coaching Playlist in Hubspot

Follow these steps to set up a new coaching playlist in Hubspot and start organizing calls for review.

Step 1: Navigate to Call Recordings in Hubspot

1. Log in to your Hubspot account.
2. Go to the main navigation menu.
3. Open the section where your call recordings are stored (usually under Calls or a similar area depending on your account layout).

You will see a list of recorded calls that can be added to a coaching playlist.

Step 2: Start a New Coaching Playlist

1. From the call recordings view, locate the option to create or manage Coaching Playlists.
2. Click the button or link to create a new playlist.
3. Enter a clear, descriptive name for the playlist, for example, “New AE Onboarding – Discovery Calls”.
4. Add an optional description that explains the purpose of the playlist and the type of calls it contains.

Use names that help managers and reps quickly understand how the playlist fits into your Hubspot training process.

Step 3: Add Calls to Your Hubspot Coaching Playlist

1. From the list of calls, select the recordings you want to include.
2. Use filters such as date, owner, team, outcome, or call type to find the most relevant examples.
3. Use the checkbox or selection control next to each call.
4. Choose the option to Add to playlist, then select the playlist you just created or another existing playlist.

You can add calls that show both strong performance and areas for improvement, making the playlist a complete learning tool.

Step 4: Organize Call Order in Hubspot

Once you have added calls to a coaching playlist in Hubspot, arrange them in a logical order:

• Drag and drop calls to reorder them, if supported.
• Place foundational or introductory calls first.
• Follow with more advanced examples and edge cases.
• Group similar scenarios (e.g., pricing objections, product demos, renewal conversations).

Organized playlists help reps progress through training in a structured way.

Managing Access to Hubspot Coaching Playlists

Control who can see, review, and comment on coaching playlists in Hubspot by managing sharing and permissions carefully.

Share Playlists with Specific Users or Teams

Within the playlist settings, you can typically choose who has access. Options often include:

• Only you (private playlist)
• Selected users (individual reps, managers, or coaches)
• Specific teams (e.g., Sales North America, Customer Success)
• All permitted users in your Hubspot portal

Match access settings to the goal of the playlist. For example, a quality assurance playlist might be visible only to managers, while a best-practice playlist can be visible to the entire sales team.

Adjust Permissions Over Time

As your training program evolves, revisit who can access each playlist in Hubspot:

• Grant new hires access to onboarding playlists as they join.
• Limit access to sensitive calls that include more detailed customer information.
• Retire or archive old playlists so reps focus on the most current training content.

How to Use Hubspot Coaching Playlists for Training

Once coaching playlists are created and shared, integrate them into your ongoing training and call review process in Hubspot.

Assign Playlists to Reps

Use playlists as structured assignments:

• Assign a specific playlist to new reps during their first weeks.
• Share targeted playlists with reps who need help on a specific skill, like closing or discovery.
• Include playlists as part of performance improvement plans.

Communicate clear expectations about which playlists should be completed and by when.

Guide Reps on How to Review Calls

Encourage reps to use a consistent review method while going through coaching playlists in Hubspot, for example:

• Listen to each call from start to finish without interruption.
• Take notes on what went well and what could improve.
• Pause at key moments (objections, pricing, next steps) and reflect on alternatives.
• Compare their own calls to best-practice examples in the playlist.

Providing a review checklist helps reps get more value from each playlist.

Leave Feedback and Comments

For managers and coaches, Hubspot playlists are a central place to leave feedback on specific calls:

• Add time-stamped comments where a rep handled something particularly well.
• Highlight sections where a different question or response might work better.
• Tag the rep or other team members in comments if your Hubspot configuration supports it.
• Use comments as a starting point for 1:1 coaching sessions.

Consistent feedback within playlists makes coaching more transparent and actionable.

Best Practices for Hubspot Coaching Playlists

To get the most from coaching playlists in Hubspot, follow these best practices.

1. Keep Playlists Short and Focused

Reps are more likely to complete shorter, focused playlists than long, general ones. Aim for:

• 3–7 calls per playlist for most topics
• 10–20 minutes of total listening time for quick refreshers
• Longer playlists only for structured onboarding programs

2. Mix Best and Average Calls

Include a range of call quality:

• Top-performing calls that demonstrate the ideal behavior
• Realistic, average calls that show everyday conversations
• A few challenging or imperfect calls that highlight learning moments

This balanced approach makes training more relatable and practical.

3. Update Playlists Regularly in Hubspot

As your product, pricing, or messaging changes, refresh the calls included in your playlists:

• Remove outdated examples.
• Add new calls that reflect current talk tracks and offers.
• Create seasonal or campaign-specific playlists when needed.

Regular updates keep your Hubspot training materials relevant.

4. Align Playlists with Metrics

Connect your coaching playlists to performance metrics tracked in Hubspot or your CRM:

• Use playlists to address common issues revealed by reports (e.g., low conversion at a specific stage).
• Track changes in call outcomes after reps complete certain playlists.
• Incorporate playlists into quarterly enablement plans and KPIs.

Where to Learn More About Hubspot Coaching Playlists

For detailed, official instructions and the latest feature updates, read the original Hubspot documentation on coaching playlists at this support article.

If you need broader Hubspot strategy help, implementation support, or custom training workflows, you can also consult specialists at Consultevo, who focus on CRM optimization and sales operations.

By setting up structured coaching playlists in Hubspot and aligning them with your coaching process, you create a repeatable system for improving call quality, accelerating onboarding, and driving better revenue outcomes.

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