By applying some simple logic to your customer data in HubSpot, we can proactively loop in the right person at the right time to engage customers.
In this example when a customers onboarding plan has overdue tasks.
Having a manual task allows us to assess the context of the account and take an appropriate next step such as:
🌟 Don’t forget to turn re-enrollment on in case accounts meet your “at-risk” criteria multiple times.
Everybody says they want to be more proactive in how they engage their customers.
If you can use your data in HubSpot and apply some simple logic to trigger your engagement, you’ll be able to identify patterns in when your thresholds start to get reached and create a more effective experience for your customers.
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates