Getting new customers to understand why your product is the right fit for them and reach their first “aha” moment is a high-stakes moment in their experience.
Using product usage and account data in HubSpot to build an automated sequence for educating new users AND looping in your team when intent is high will help you improve adoption and ultimately reduce time-to-value.
Note: we're using product data in HubSpot for this workflow. To learn more about connecting your product data to HubSpot, check out this post: Integrate product data with HubSpot using Hightouch
In our example: “Projects Created” is less than or equal to 3
(Learn about the Sales-Assist branch setup in step 9 below)
Defining how you will engage, educate, and activate new accounts in a workflow helps you to be explicit about the different paths users can take to be successful and avoids mixing automated and personal outreach creating a clumsy customer experience.
By focusing your sales and success team's time on the accounts that are already showing intent and most likely to need support...
...you’ll help them build momentum and avoid spending time chasing tire kickers who are unlikely to become successful.
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates