Creating Post-Sale Processes

Nov 21, 2023, 4:00 – 5:00 PM

Service Hub can manage more than just your help desk processes! Learn how to create a seamless post-sale process using the ticket pipeline to track where your customers are at after their purchase.

AutomationEnglishHUGIntermediateService Hub

About this event

Post-sale processes can range from dedicated customer onboards, training schedules, or even sales rep follow-ups. By utilizing a Service Hub ticket pipeline you can create a seamless customer handoff between teams, easily visualize where your customers are at in the post-sale process, and automate internal or external communications like task reminders.

While post-sale processes can vary from company to company, there are a handful of common approaches you can take to configure a process that fits your business. During this event, Jillian Streit, Director of Research & Training at Blue Frog, will outline those common approaches and walk through an actual configuration process.

In addition to developing the pipeline, Jillian will showcase reporting capabilities you can unlock by utilizing the ticket pipeline for managing your process.


  • Jillian Streit

    Blue Frog

    Director of Research & Training


  • Kyle Jepson


    HUG Leader

  • D'Ana Guiloff


    HUG Co-Leader

  • Kristeen Romero


    RevOps Technologist


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