Build an Ideal Termed Client Follow-Up System | Strategic HubSpot Tutorial скачать в хорошем качестве

Build an Ideal Termed Client Follow-Up System | Strategic HubSpot Tutorial

Overview Learn how to build an internal notification system in HubSpot to manage client offboarding and maintain professional follow-up communication after client termination. Why This Matters Client relationships don’t end when a contract does—and neither should your operational workflows. In this strategic HubSpot tutorial, we walk through how to automate internal alerts when a client relationship ends, ensuring your team follows a standardized communication process. You'll see how to: Trigger internal notifications and task assignments in HubSpot Customize follow-up emails and ongoing nurture communications post-termination Build workflows that maintain professionalism and preserve future opportunity. This type of system protects brand reputation, enforces internal process, and helps keep your CRM data clean and accurate. Who This Is For This tutorial is ideal for HubSpot Admins, Operations Managers, and Account Managers looking to streamline offboarding processes and ensure every client experience ends with clarity and consistency. 00:00 - Introduction and Overview 01:01 - Set Client Status Properties 02:20 - Using Conditional Logic for Clients 04:04 - Enroll Termed Clients into Workflow 05:41 - Ongoing Touchpoints for Terminated Clients 06:10 - Set Up Reporting and Analytics 06:43 - Closing Thoughts These videos are brought to you by The Gist, an organic growth agency and Certified HubSpot Solutions Partner based in Buffalo, New York. The Gist: https://www.thegistinbound.com/ HubSpot Implementation Solutions: https://www.thegistinbound.com/hubspo... Subscribe to Insights: https://www.thegistinbound.com/subscr...