Skip to content
The Workflow Library
Get the full library

Manager review task gate before marking onboarding complete

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: Service Hub Professional.

Ticket5 stepsUpdated for HubSpot seat pricing
OutcomeAn onboarding ticket cannot quietly land in Completed without a manager actually looking at it first, catching a rushed or incomplete handoff before the customer is considered fully onboarded.
Workflow mapcustomer-onboarding-043
Ticket enters Pending Manager Review leads to Create manager approval task. Create manager approval task leads to Wait until Manager Approved = true, expires 5 business days. Wait until Manager Approved = true, expires 5 business days leads to Approved in time: Set pipeline stage to Completed; Expired: Escalate overdue review. Approved in time Expired Ticket enters Pending Manager Review Create manager approval task Wait until Manager Approved = true, expires 5 business days Set pipeline stage to Completed Escalate overdue review
Ticket enters Pending Manager Review leads to Create manager approval task. Create manager approval task leads to Wait until Manager Approved = true, expires 5 business days. Wait until Manager Approved = true, expires 5 business days leads to Approved in time: Set pipeline stage to Completed; Expired: Escalate overdue review. Approved in time Expired Ticket enters Pending Manager Review Create manager approval task Wait until Manager Approved = true, expires 5 business days Set pipeline stage to Completed Escalate overdue review

When to use it, when not to

Use it

  • Use it when a CS manager wants a light approval step before an onboarding ticket is officially closed out, without adding a full sign-off workflow tool.
  • Use it on top of the milestone tracking in customer-onboarding-011, this fiche only adds the gate, it does not replace milestone tracking.
Read more on when to use itShow less

Skip it

  • Do not use it if your team is small enough that the manager already reviews every ticket informally, the extra stage and task add process for no real benefit at that size.
  • Do not use it as a substitute for the completion notice in customer-onboarding-020, that fires after this gate passes, not instead of it.
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 · 5 numbered actions

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

Known pitfalls · 4

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

Test plan and UAT script · 4 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

The properties JSON creates the fields in one call. The workflow JSON documents the build.

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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Customer onboarding spec

Not the workflow you needed?

More in Customer onboarding

50 specs in this section

See all 50 This category, 39 EUR
FreeSales-to-CS handoff task on deal closed wonDeal6 steps Onboarding milestone tracking via ticket pipeline stageTicket10 steps Onboarding completion notification (internal and customer)Ticket4 steps Onboarding project ticket created on deal closed wonTicket4 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library