HubSpot Workflow Tips for Defining Customer Outcomes

Customer success starts with one thing: understanding desired outcomes.

Few people talk about building a system for keeping those outcomes in focus at every stage of the customer journey.

→ Here's how to setup your HubSpot workflows with three steps to keep everyone aligned :

1. Explicitly document the customers desired outcomes in a shared place.
2. Frame everything in the context of the desired outcomes the customer defined.
3. Revisit and update the roadmap for reaching those outcomes in every interaction.

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