We’ve used different pipelines for onboarding, and one more generally for account management, and even for ‘churn risks’ at one point. But we find the lack of deal to deal association makes overall account management more difficult and makes it feel messy? I am considering moving AM/Success away from deal pipelines. but keen to know if you have a clean way of managing that.
I’m slightly late to the party here, but I hope this resource is still useful to @GabrielSkelly or anyone else looking to set up HubSpot for customer success with a starter or pro plan. We’ve collected all the best practices we could find on setting things up in a 120+ page guide on HubSpot for CS. I hope it’s useful!