🗣️CSM/Sales Hand-off Steps
📊 HuSpot Report
Goal: Enable CSMs to identify any missing handoff steps and track the number of days since the contract start date
📈 HubSpot Reports: Deal Information Overview
📉 Sales Client Intake Responses - Report
📊 CSM - Client Intake Responses - Report
📝 Client Expansion Intake Responses - Report
🎯 Learners' Goals Captured by Coaches During The First TouchPoint 🤝
📊 Learner's Goals (Current Active Pipeline - All Clients with Coaching)
Instructions:
- To customize the client filter, go to Filters > Client > Contains any of, then add the client's name. (Please do not update the existing report.)
- To filter by group name, type the group name into the search bar, drag it into the Filters panel, and enter the group name. (Again, do not update the existing report.)
👩💼Learner's Re-enrollment
📈 Intent To Re-enroll - Learners by Client
Instructions:
🌟 Learner's Learner Quotes
Use this report to find the learner quotes and Success Stories
✅ Deal and Product Properties Used in License Usage Reporting
Use this report to uncover which properties do we need to ensure accurate license count
