Guide

A Playbook for Running Customer Success in HubSpot

HubSpot is no longer just for sales and marketing teams. This tactical guide will show you exactly how your team can start running their customer success and onboarding processes inside HubSpot.

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See a quick preview of what's inside 👀

This guide was created to use as inspiration for building out your own team's processes, or to make the case for running customer success in HubSpot to your boss.

Either way, we expect you'll like it!

Here's a sneak peek at what the guide covers:

💭 Why run your customer success in HubSpot?
🚧 Configure your HubSpot records for CS
🤝 Design sales-to-CS handoffs in HubSpot
🥅 Use HubSpot to run customer onboarding
♻️ Manage renewals and upsells in HubSpot
💯 Create and measure customer health scores