You’re already on the right path with the replies above. Dan nailed it! 
We put together a full YouTube playlist on running onboarding and CS inside HubSpot. Hope it sparks some ideas or insight as you build out your workflow.
If you’re looking to level it up—especially if your onboarding involves multiple steps, handoffs, or ongoing collaboration—you might consider testing a tool like Arrows. It lives inside HubSpot and lets you embed structured onboarding plans directly into Deals, Tickets, or the new Service object 