Best practice for working with current clients

[gooddayexplorer]

Hey guys,

What would be the best practice for working with a recurring client? To create a separate deal for each piece of work is a bit messy. I want to use Hubspot after the sale is agreed to make notes and updates on the project.... so perhaps I'm asking Hubspot to be a project manager, which might not be the best idea? 

Thanks for your insight 🙂

[StefaniUAT · Accepted solution]

Hi @gooddayexplorer,

What we do is use deal stages for each step of the process. Once the first deal is completed (closed-won), we have a new deal auto-created in a new pipeline that transfers over the datestamps and info. Once your first deal is won-closed, you could create a new "Returning Customer" pipeline with the necessary steps. This way, you have 2 pipelines and 2 deals for returning customers. We find having the separate pipelines to be essential for tracking/reporting purposes. We also have a workflow that datestamps each time a deal moves stages.

Do you think this could work for what you are trying to accomplish?

[gooddayexplorer]

Hi Stephani,

Thanks for your ideas! I think that would be great, but I'm on the free plan, just trying to get my business started 🙂 

I don't think I can have more than one pipeline, and no workflows... but I'm not sure about the automation. 

So I reckon I need something more basic!