Build with HubSpot: Automate Post-Sale Handoff

Nov 25, 3:00 – 3:50 PM (UTC)

Customer Success

Customer retention is harder than ever - and it all starts with the first impression. Learn how to automate a seamless Post-Sale handoff to ensure new customers feel supported from day one, setting the foundation for top-tier onboarding, long-term success, and satisfaction. Save your spot!

Build with: Automate Post Sale HandoffCS-LedEnglish

About this event

Are you ready to elevate your customer experience?

The moment a deal closes is just the beginning. With customers expecting instant, personalized experience, teams that align and automate their Post-Sale Handoff process are the ones that win.

In this live, interactive session for Sales Pro+ and Marketing Pro+ HubSpot users, you’ll learn how to streamline your post-sale process to deliver a world-class handoff experience. Alongside your HubSpot Customer Success Manager, you’ll see how automation, shared records, and seamless collaboration can turn every new deal into a loyal customer.

You’ll walk away ready to:

  • Master the Post-Sale Handoff – Align your teams and automate the transition for a smooth, professional customer experience 🤝
  • Build an End-to-End Customer Journey – Use structured onboarding and retention techniques to create consistent, long-term customer satisfaction and loyalty 💛🔒

This small-group workshop is designed for hands-on learning. Bring your questions—there’ll be live Q&A and practical steps you can apply right away.

Register now and take the next leap in your customer experience journey!

Host

  • Guillaume Landel

    HubSpot

    Customer Success Manager

Organizers

  • Ashley Massicott

    HubSpot

    Customer Success Manager, HubSpot

  • Diana Acevedo

    HubSpot

    Customer Success Manager

  • Guillaume Landel

    HubSpot

    Customer Success Manager

  • Salomé Darme

    HubSpot

    Customer Success Manager

  • Vanessa Muñoz

    HubSpot

    Customer Success Manager

  • Annabella Tock

    HubSpot

    Customer Success Manager

  • Shivani Thapa

    HubSpot

    Customer Success Manager

  • Juan Quiroz

    HubSpot

    Senior Customer Success Manager

  • Shona Hughes

    Hubspot

    Customer Success Manager

  • Carlos Pedraza

    HubSpot

    Customer Success Manager

  • Clare Wetmore

    HubSpot

    Customer Success Manager

  • Renéa Prell

    HubSpot

    Senior Customer Success Manager

  • Kerby Billy

    HubSpot

    Customer Success Manager

  • Jennifer Pinto

    HubSpot

    Customer Success Manager

  • Hannah Schoeneman

    HubSpot

    Customer Success Manager

  • Julia Tschechne

    HubSpot

    Customer Success Manager

  • Joe Roche

    HubSpot

    Customer Success Manager