🟠 Key HubSpot Properties for Success Stories & Learner Quotes
This document provides a step-by-step guide on how to locate, retrieve, and utilize learner quotes and success stories within HubSpot. Access valuable testimonials for business reviews, client’s meetings, marketing materials, and stakeholder reports.
1️⃣ Success Stories Details
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CSMs: If you learn about a success story from your client, please use this field to document the key aspects of the story.
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Coaches: Use this field to capture key aspects of a learner’s journey, including:
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Client Details: The organization or program supporting the learner
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Learner Background: Personal and educational context (e.g., country of origin, previous career)
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Career Pathway Interests: Future aspirations, interests, and goals
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EnGen Impact: How EnGen has contributed to their progress
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2️⃣ Learner Quotes
CSMs and Coaches should use this field for direct learner responses to the question:
🗣️ What new things are you able to do now that you were not able to before joining EnGen?
💬 Learner quotes are visible to all staff in the #success-stories channel 👀📢
📊 HubSpot Report 🔍
Use this report to find the learner quotes and Success Stories
🟠 Key HubSpot Properties for Early Learner's Feedback
Learner Feedback
CSMs and Coaches could find learner feedback mid-point of the program using the following report:
📊 HubSpot Report 🔍
Last Update: September 10th/2025
Owner:
Adriana Wetzel