Tips, Tricks & Best Practices

leamoise
Member

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

SOLVE

Hi everyone,

 

I'm currently using ServiceHub for our company's onboarding pipeline, and I'm facing a few challenges. Our clients don't always complete onboarding steps in order, and sometimes they don't finish all the steps. I want to create a pipeline that provides the most accurate reporting possible. Specifically, I need to track not only how long clients take to onboard but also identify which stages they aren't completing or where they are getting stuck.

 

I am worried that by using a pipeline, clients will flip back and forth between stages as they complete the different onboarding steps - without a clear order, which lessens our visibility on what steps clients have actually completed. 

 

My initial idea was to simplify the pipeline with just "In Progress" and "Complete" stages, and then have tasks auto-created for onboarding specialists to follow up with clients. When a client has completed the step, the onboarding speciliast will close the task. However, I'm not sure if this is the best approach.

 

Has anyone dealt with a similar situation? Any advice or suggestions on how to build an effective and informative onboarding pipeline would be greatly appreciated!

 

Thanks in advance.

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2 Accepted solutions
Jnix284
Solution
Hall of Famer

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

SOLVE

Hi @leamoise I can't recommend Arrows enough for onboarding with HubSpot - it's fully integrated and solves what you're looking for.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

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DanielZarick
Solution
Contributor

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

SOLVE

Hey @leamoise! Super common challenge, totally get it.

 

We wrote a guide that might be helpful, at the highest level, about setting up an onboarding pipeline in HubSpot: https://arrows.to/guide/customer-onboarding-with-tickets-in-hubspot-service-hub 

 

To your specific question about making sure the client onboarding ticket is in the correct stage, I actually think the best way to do this is using the pipeline automation feature in Arrows (👋 I'm the CEO, so I'm biased but stand by our work).

 

We built the feature because we couldn't find a way to do this reliably in a HubSpot workflow or other project management tools: https://arrows.to/resources/hubspot-pipeline-automation 

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3 Replies 3
DanielZarick
Solution
Contributor

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

SOLVE

Hey @leamoise! Super common challenge, totally get it.

 

We wrote a guide that might be helpful, at the highest level, about setting up an onboarding pipeline in HubSpot: https://arrows.to/guide/customer-onboarding-with-tickets-in-hubspot-service-hub 

 

To your specific question about making sure the client onboarding ticket is in the correct stage, I actually think the best way to do this is using the pipeline automation feature in Arrows (👋 I'm the CEO, so I'm biased but stand by our work).

 

We built the feature because we couldn't find a way to do this reliably in a HubSpot workflow or other project management tools: https://arrows.to/resources/hubspot-pipeline-automation 

Jnix284
Hall of Famer

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

SOLVE

Thanks for filling in the details and sharing more insight @DanielZarick, I bookmarked the guide for next time!


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes
Jnix284
Solution
Hall of Famer

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

SOLVE

Hi @leamoise I can't recommend Arrows enough for onboarding with HubSpot - it's fully integrated and solves what you're looking for.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon