This course is designed for professionals and teams who want to run effective customer success operations using HubSpot. It covers setting up HubSpot for onboarding, configuring CRM for product-led growth (PLG), managing handoffs from sales to onboarding, and using product data to improve customer experience. Learners also gain skills in managing customer renewals and improving retention through structured workflows and data-driven decision-making.
The course includes workshop replays, step-by-step tutorials, and mini-courses that provide hands-on guidance for real-world scenarios. Students will learn how to integrate customer success strategies into HubSpot, improve collaboration between sales and customer success teams, and optimize customer lifecycle management. Practical examples demonstrate how to set up automated processes, track key metrics, and provide proactive support to customers.
By the end of the course, learners will be able to configure HubSpot for effective customer onboarding, retention, and success management. They will understand how to use data and automation to enhance customer satisfaction, reduce churn, and ensure long-term engagement. This course is ideal for customer success managers, sales teams, and professionals aiming to leverage HubSpot for scalable customer success operations.
