The AcademyIntermediate

See Relationships, Not Records: Master the Unified Views

What you'll build

A configured Unified Revenue View and Unified Business Context slice in HubSpot — the quote-to-cash chain (Deal -> Order -> Invoice -> Payment) wired and visible — plus a cross-team-context agent on valuefirstagent.com that, given a Company, answers 'what does sales not know that support and finance already do?'

Join the live clinicBuild it on valuefirstagent.com

The live cadence

How the live thing runs for this path.

Topic-focused Office Hours (the views clinic) — each session takes one view deep with your own data on screen. Cohort optional later.

The build, step by step

What you'll do, in order.

  1. Feel the cost of fragmentationEach department sees a different slice of the same person, and adding tools makes it worse. Name the real cost. (UCV Framework Module 1.)
  2. Build the Unified Customer ViewMap UCV dimensions onto Contact + Company + Activity; design associations that surface the relationship network across team boundaries. (Module 2.)
  3. Wire quote-to-cash for the Revenue ViewConfigure Deal -> Order -> Invoice -> Payment so commercial health is visible beyond pipeline. The build core. (Module 3 + the /learn/builder revenue objects.)
  4. Add Business Context and Team EnablementLayer UBC (intelligence at the decision point) and UTE (capability multiplication); connect all four views to the Three-Org Model. (Module 4.)
  5. Build your cross-team-context agentOn valuefirstagent.com, build an agent that reads a Company across the URV/UBC slice and surfaces what one team knows that others don't — the silo, provably gone.
  6. Bring a Company to the views clinicJoin the next Office Hours, run your agent on a real account live, pressure-test whether the silo is truly gone.

Where the build becomes real

You build it on valuefirstagent.com.

build a cross-team-context agent against your URV/UBC records: input a Company, output the context one team holds that the others are missing.

Open valuefirstagent.com

Join

Join the next live session for this path.

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See Relationships, Not Records: Master the Unified Views

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The next step

You're building. Here's where it goes next.

Join the conversationBring your build into a community of people doing the same work. AI-Native Humans is the wide-open place that conversation lives.ainativehumans.orgComing soon

And then, the rest of the path:

  1. Practice with peersComing soon
  2. Teach the next personthe Academy