Built a sales workflow in HubSpot, then extended the system into CS expansion and retention.
Starting point
Amiqus needed the sales system to show up in live workflow, not sit in documents. After the sales workflow project, the next challenge was helping the CS team run more consistent conversations around onboarding, adoption, renewal risk and expansion.
What we did
- Built a clearer sales process into HubSpot, with workflow and guidance sellers could follow.
- Created a Lite CS Playbook across onboarding, adoption and expansion.
- Built a CS competency framework and training around discovery, champion enablement and B2B principles.
What they kept
A working HubSpot-based sales execution system, plus CS playbook and competency assets that helped connect customer conversations to retention, expansion and renewal quality.
With a turn-by-turn system in HubSpot, we're executing at a new level. Win rates are up, forecasts are reliable and we've got a clear path to the next revenue ceiling.