Re: How to Use HS for Customer Success - CSM
I am looking for a way to track Onboarding Tasks in Hubspot that gives visibility on status to my internal team and to our clients that are onboarding. I can't seem to find a way to do this in a simple fashion. It looks like my options are:
1. Creat a deal for onboarding and have the various stages and associated tasks. This gives visibility internally, but I would have to have a separate project plan for my clients.
2. Your project tool looks GREAT for this purpose, but it does not appear to have a function that would allow me to associate an onboarding project with a particular company and I don't want my internal team to have to hunt for this. For external clients that do not have a Hubspot Hub, I think I can only share with them via a share screen session on calls. I can't find a way to download and send or share so they can access as needed.
3. It looks like I can go old school, create an onboarding project plan spreadsheet and link to it in the company record. (Pin it to the top for internal visibility when in implementation and then upload final doc to stay with record). Email clients the spreadsheet.
Has anyone found a simpler / more efficient solution?