Customer Success and Account Health Checks

FREE Lesson

Learn the benefits of administering health checks and how to do it using HubSpot Marketing and Service Hub Professional.

Available languages
Includes
    3 Videos
    1 Quiz
    28 min
  • Inbound Service
Lesson description
In this lesson, you'll learn how health checks can make your customer success team more successful through reducing churn and increasing customer advocacy. You'll also learn how to administer account health checks using a variety of HubSpot Marketing and Service Hub Professional tools, including workflows, tickets, and lists, to name a few.

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Instructors

Photo of Adriti Gulati

Adriti Gulati

Adriti is an Inbound Professor focusing on all things customer service. Prior to HubSpot, Adriti worked at a non-profit educational program focusing on getting high school students into colleges and universities. She is passionate about ensuring education is accessible for all. Outside of work, Adriti can be found at your local Chinese restaurant, playing pickle ball, or hiking through southern California.

Photo of Maggie Bomze

Maggie Bomze

Maggie Bomze is a Customer Success Manager at HubSpot and an avid volunteer. She spends her day helping enterprise customers grow their businesses and listening to the Hamilton soundtrack on repeat. Maggie is wildly fascinated by how businesses can cross-sell and up-sell using automation, segmentation, and the power of people. She is from Ohio and graduated from Tulane before bringing her mid-western + NOLA flair to Boston in 2016. When she isn’t building custom reports and filters in the CRM,…

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