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DELIVERY MODULE 2 to 3 weeks

Post-Sale / Onboarding Pipeline

Build a dedicated post-sale pipeline in HubSpot with automated deal creation, internal handoffs, task management and completion tracking so new client onboardings are tracked and executed consistently.

Delivery module

AU$1,440

2 to 3 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a dedicated onboarding pipeline in HubSpot that tracks every new client from sale to onboarding complete.
New onboarding deals are created automatically when a sales deal closes, with all relevant information carried across.
The onboarding team receives automatic notifications and task assignments at each stage, so nothing falls through the cracks.
Completion tracking ensures every onboarding is formally closed with required information captured.

Not included

Sales pipeline build (separate module)
Client-facing communications (welcome emails, status update emails, onboarding portals)
Customer satisfaction surveys or NPS automation
Service Hub ticket creation or help desk integration
Custom object creation for onboarding tracking
Multi-pipeline cascading beyond one source to one destination
Task queue or custom task type configuration
Record sidebar or detail view customisation
Reporting dashboards
Ongoing process consulting or onboarding methodology design
Data migration of existing onboarding records

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Your HubSpot subscription tiers (workflows need a Professional or Enterprise hub, and round-robin owner assignment needs Sales Hub or Service Hub Professional or Enterprise), needed before Kickoff
Partner Admin access to HubSpot for King Henry, needed before Pipeline Configuration
Confirmed onboarding pipeline design (stage names, order, and what has to be true for a deal to enter and leave each stage), needed before Pipeline Configuration
Which sales pipeline and stage starts an onboarding (for example Closed won in Sales pipeline), needed before Auto-Creation Workflow
List of fields to copy from the sales deal to the onboarding deal, needed before Auto-Creation Workflow
Who owns onboarding deals and how new ones are shared out, with each person on an active paid seat, needed before Internal Handoff Workflows
List of onboarding tasks per stage, with who does each one and when it is due, needed before Onboarding Task Automation
What must be true before an onboarding is complete, and who should be told, needed before Completion Tracking

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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