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?'
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.
- 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.)
- Build the Unified Customer ViewMap UCV dimensions onto Contact + Company + Activity; design associations that surface the relationship network across team boundaries. (Module 2.)
- 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.)
- 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.)
- 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.
- 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.
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: