Steal this HubSpot workflow and report to how long it takes your customers to book their onboarding kickoff calls.
Customers that engage quickly are less likely to ghost, more likely to build momentum, and ultimately less likely to churn. Actively reporting on how quickly customers are booking kickoff calls after they close, is a great way to align on the metrics that matter in your sales to onboarding handoffs.
First, create HubSpot company properties for:
1. Create a “Deal” based workflow (assuming we are using deals to manage onboarding)
Trigger the workflow when a deal associated with “Engagement” where Meeting Name equals “Onboarding Kickoff”.
2. Set associated company property value
Set the value of our “Onboarding Kickoff Booked” property to the date of the current step.
1. Create a custom report
We’ll be using company data:
2. Select our visualization type
We’ll use the “Combination” chart type to show the average in bars and the max in line.
3. Finally, filter the report to customers
Only show relevant companies by filtering to Lifecycle stage equals “Customer”.
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