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Branch onboarding path by product or plan tier purchased

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal7 stepsUpdated for HubSpot seat pricing
OutcomeA closed-won deal is routed to the onboarding checklist and cadence that matches the plan tier the customer actually bought, instead of one generic process for every plan.
Workflow mapcustomer-onboarding-017
Deal stage = Closed Won, Plan Tier known leads to Plan Tier. Plan Tier leads to Starter: Self-serve checklist task + resource list; Growth: Book kickoff call task; Enterprise: Assign dedicated specialist task; Else/unmapped: Alert CS manager: unrecognized plan. Self-serve checklist task + resource list leads to Set Onboarding Path = Plan Tier. Book kickoff call task leads to Set Onboarding Path = Plan Tier. Assign dedicated specialist task leads to Set Onboarding Path = Plan Tier. Starter Growth Enterprise Else/unmapped Deal stage = Closed Won, Plan Tier known Plan Tier Self-serve checklist task + resource list Book kickoff call task Assign dedicated specialist task Alert CS manager: unrecognized plan Set Onboarding Path = Plan Tier
Deal stage = Closed Won, Plan Tier known leads to Plan Tier. Plan Tier leads to Starter: Self-serve checklist task + resource list; Growth: Book kickoff call task; Enterprise: Assign dedicated specialist task; Else/unmapped: Alert CS manager: unrecognized plan. Self-serve checklist task + resource list leads to Set Onboarding Path = Plan Tier. Book kickoff call task leads to Set Onboarding Path = Plan Tier. Assign dedicated specialist task leads to Set Onboarding Path = Plan Tier. Else/unmapped Deal stage = Closed Won, Plan Tier known Plan Tier Starter Self-serve checklist task + resource list Growth Book kickoff call task Enterprise Assign dedicated specialist task Alert CS manager: unrecognized plan Set Onboarding Path = Plan Tier

When to use it, when not to

Use it

  • Use it when you sell two or more distinct plan tiers (for example Starter, Growth, Enterprise) and each one needs a different onboarding checklist, kickoff format, or resource set.
  • Use it when the plan tier is captured as a deal property before or at close, either manually or from the primary line item.
Read more on when to use itShow less

Skip it

  • Do not use it if deal amount alone predicts onboarding complexity better than the plan label, use customer-onboarding-016 instead.
  • Do not use it if you only sell one plan, there is nothing to branch on.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 7 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 5 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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