Stop scrambling to keep your process running smoothly and do this instead: Define your process with a pipeline + properties in HubSpot.
January 14, 2023
Stop scrambling to keep your process running smoothly and do this instead:
Define your process with a pipeline + properties in HubSpot.
Pipelines: Lay out each phase of the customer’s journey through onboarding. Some example phases could include:
Properties: Define the data that is needed to move through each phase. Example properties could be:
Once you have your pipeline and properties defined you’ll want to do 2 things to make your team's life easier and add guardrails around your process to ensure nothing falls through the cracks:
Clearly defining your onboarding process in HubSpot is a powerful way to make your team more efficient, prevent things falling through the cracks that impact customers, and ultimately get your customers to value faster.
The one downside of this approach? Your customers don’t have visibility into where they are in your process, or the ability to complete required steps on their own. That’s where a customer-facing Arrows plan attached to your HubSpot pipeline comes in.
But for now, remember:
Pipelines + Properties = Increased Onboarding Efficiency
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