Jul 29, 5:00 – 6:00 PM (UTC)
Tired of working within a one-size-fits-all CRM? HubSpot’s customization features allow you to tailor contact, company, ...
For SaaS and IT companies, onboarding isn’t just a checklist—it’s your chance to set the tone for a long, successful customer relationship.
In this strategic session, we’ll show you how to plan and map your onboarding process in Miro before you build it in HubSpot. You’ll leave with a visual framework and actionable next steps. Plus, you’ll connect with other SaaS pros navigating the same challenges.
Key Takeaways:
Map your onboarding journey visually using Miro
Identify key automation points and property needs
Prepare your onboarding for scale and retention
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