A HubSpot Masterclass for CS Leaders

Master HubSpot for Customer Success—Scale Retention, Renewals, and Expansion

Are you a Customer Success leader looking to drive growth, retention, and expansion using HubSpot?

This 6-week masterclass will give you a proven, structured playbook for executing Success Plans, Account Planning, Renewals, and Forecasting inside HubSpot.

✅ Designed for busy CS leaders – Self-paced with strategic live sessions
✅ Practical & Hands-On – Pre-recorded lessons, templates, and HubSpot workflows
✅ Global & Accessible – Learn at your own pace, join live calls when it makes sense
✅ Limited First Cohort Offer – €500 only for early adopters (Price increases to €1,500+)

📅 Next Cohort Starts: March, 2025
💰 Price: €500 (Early-Bird)

You can pay via invoice, PayPal, or credit/debit card, making it easy to choose what works best for you. Many companies also offer a learning & development budget—check with your employer to see if you can use it for this course!

    • Defining customer goals & key milestones

    • How to structure a HubSpot-driven success plan

    • Assigning ownership & tracking progress

    • Creating an account plan in HubSpot

    • Segmenting customers for growth potential

    • Automating customer health scoring

    • Designing an effective onboarding process

    • HubSpot workflows for check-ins & automation

    • Measuring onboarding success

    • How to set up renewal forecasting in HubSpot

    • Proactive renewal playbooks

    • Spotting upsell signals & triggers

    • Key CS metrics & dashboards

    • Automating CS reporting for execs & teams

    • Revenue forecasting with CS impact

    • Playbooks & repeatable processes

    • Cross-functional collaboration (Sales, CS, Marketing)

    • Long-term automation strategies