Prevent Churn with Health Scores

​Learn to configure HubSpot's Customer Success tools -including Health Scoring - to catch at-risk accounts before they churn.

​​Join Customer Success expert - Parker Chase-Corwin of Xperience Alchemy & Heather Langendorfer of Revenue Juice for best-practices in Health Scoring design + implementation inside HubSpot.

October 8, 11:30am ET / 9:30am MT

What you'll learn to configure:

• ​​Customer Success workspace (HubSpot)

• ​​Health scores that predict churn & expansion opportunitites

• ​​Automated early warning systems - to keep your team focused on right accounts at the right time.

• ​​Plus, HubSpot basics to support this (layout, data best practices, workflows...)

​​Grab lunch or coffee (depending on your time zone) and join us for this hands-on, action-packed session to identify your at-risk accounts and get ready to stop the churn.

Workshop agenda:

​​ 11:30 - 11:35 - Intro

​​ 11:35 - 11:45 - Customer Success workspace overview - properties, types of records, data design

​​ 11:45 - 1155 - Health score design strategy

​​ 11:55 - 12:10 - Building health scores in HubSpot - contact qualities, company qualities, value assignment & weighting

​​ 12:10 - 12:20 - Reading the red flags (& the new Customer Health Agent)

​​ 12:20 - 12:30 Q&As

​​Total Time: 60 minutes • Format: Live demonstration with Q&A