The AcademyFoundational
Build Your Customer Value Platform
What you'll build
A HubSpot portal configured as a Customer Value Platform — Contact, Company, and Deal/Order objects set up to express the Four Unified Views, with the Value Path stage as a real property on Contact — plus a working UCV-reader agent on valuefirstagent.com that, given a Contact, returns the unified relationship picture (who they are, commercial reality, context).
The live cadence
How the live thing runs for this path.
Weekly Office Hours (Thursdays) as the live build clinic — bring your portal, get unstuck in the room. No fixed cohort; you progress at your own pace and the live touch is always available.
The build, step by step
What you'll do, in order.
- See why a CRM becomes a data graveyardStart from the problem you already feel: fragmented records, 'leads' that go nowhere, teams that can't see the whole person. Name what a Customer Value Platform is and why unified beats tracked. (Reuses HubSpot Beginners Module 1.)
- Learn the Four Unified ViewsWalk the four windows into every relationship — Unified Customer, Revenue, Context, Team Enablement. Understand the question each answers before touching a property. (Module 2.)
- Configure your objects in the Record BuilderUse the interactive Record Builder to set up Contact, Company, Deal, Order the Value-First way — properties that serve the views, associations that reveal the network. The first thing you build. (Reuses the live /learn/builder.)
- Put the Value Path on your ContactReplace funnel thinking with the 8-stage Value Path as a real property. Map a handful of your own relationships to their actual stage using observable signals.
- Build your UCV-reader agentOn valuefirstagent.com, build an agent that reads a Contact and returns its unified picture. The artifact: a working agent that proves your CVP is configured, not just described.
- Bring it to Office HoursJoin the next live clinic, demo your UCV-reader against a real record, get your one configuration friction unstuck in the room.
Where the build becomes real
You build it on valuefirstagent.com.
build a UCV-reader agent: input a Contact, output the unified picture across the four views.
Join
Join the next live session for this path.
Tell us where to reach you and what you want to build. We will send you the next live session details.
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You're building. Here's where it goes next.
And then, the rest of the path: