Creating an Easy System for Automated Client Feedback in HubSpot
Creating an Easy System for Automated Client Feedback in HubSpot

We built a feedback survey automation system within HubSpot. Now, whenever a
client meeting is marked as completed, HubSpot triggers a survey to be sent if the
client's lifecycle stage is set to "customer/client." This survey collects valuable insights
on call preparedness, agenda coverage, and overall client satisfaction-empowering
the client with instant feedback after each meeting.