Prevent Churn with Health Scores in HubSpot
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.
September 10, 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
12:20 - 12:30 Q&As
Total Time: 60 minutes • Format: Live demonstration with Q&A