[November Workshop Replay] How To Run Customer Success In HubSpot
In this Arrows live workshop Stuart and Shareil walk through what to consider when you're configuring HubSpot for onboarding and customer success along with tactical steps to improve your sales to CS handoffs.
00:00 — Introductions to Stuart & Shareil
02:42 – Why run Customer Success in HubSpot
05:30 — How to configure HubSpot for Customer Success
13:55 — A workflow for better handoffs from Sales to Customer Success
29:39 — Building reports and health scores in HubSpot
41:12 – Q&A
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