Tips, Tricks & Best Practices

leamoise
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Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

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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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1 Solution acceptée
Jnix284
Solution
Au panthéon de la communauté | Partenaire solutions Elite
Au panthéon de la communauté | Partenaire solutions Elite

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

Résolue

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 - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

Voir la solution dans l'envoi d'origine

0 Votes
1 Réponse
Jnix284
Solution
Au panthéon de la communauté | Partenaire solutions Elite
Au panthéon de la communauté | Partenaire solutions Elite

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

Résolue

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 - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

0 Votes