An Interactive Playbook for Running Effective Sales Handoffs in HubSpot

In this interactive guide for your HubSpot trial, we'll cover how to configure HubSpot for running effective sales handoffs. You'll get best practices for everything from closed-won to happy and successful customers.

What do you receive in the guide?

Immediately upon signup, you'll receive an action plan powered by Arrows with at least 7 phases jam-packed with valuable information.

Inside each phase, you'll find a complete step-by-step guide for everything you need to run sales handoffs in HubSpot, whether your team uses Sales Hub or Service Hub.

If you don't yet have HubSpot Service Hub, you'll also receive an extended 1-month trial so your team can see if it's right for you.
‍
This guide can be used as inspiration for building out your own team's processes, or to make the case for running handoffs and post-sales processes in HubSpot to your team.

Either way, we expect you'll like it.

🧡 An exclusive 1-month trial of HubSpot Service Hub (worth the guide alone!)

🎫 Our best practices for when to use deals vs. tickets to manage onboarding

📼 A recording of the workshop about designing handoffs in HubSpot

🗃️ Tips for creating a post-sales pipeline and automations to drive team efficiency

🎚️ Best practices for using required properties to force data consistency

🤯 And even more...