How To Design Effective Sales-to-Onboarding Handoffs in HubSpot

Do you have a framework that ensures a consistent handoff from sales to onboarding when a new deal is closed, even as you grow?

"How to Design Effective Sales to Onboarding Handoffs in HubSpot" will give you a blueprint to reduce friction and ensure nothing falls through the cracks.

In 60-minutes we’ll show, not just tell, how you can unblock revenue stuck between your HubSpot pipelines.

Here's what you’ll walk away with:‍

• 5 principles for effective handoffs
• A system for driving pipelines with data
• 2 automated workflows you can steal
• A handoff prep checklist
• A handoff report to track your progress

This workshop is complete. View the recording here: