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Renewal probability score from health score and engagement

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.

Deal15 stepsUpdated for HubSpot seat pricing
OutcomeEvery open renewal deal carries a renewal probability score built from the account's health score and its recent engagement level, giving forecast reviews a consistent number instead of a gut feel per deal.
Workflow maprenewal-expansion-022
Deal Type = Renewal, deal open leads to Copy Health Score and Engagement Level to deal. Copy Health Score and Engagement Level to deal leads to Health Score. Health Score leads to High: Engagement; Medium: Engagement; Low: Engagement. Engagement leads to High: Score = 90; Medium: Score = 75; Low: Score = 60. Engagement leads to High: Score = 65; Medium: Score = 50; Low: Score = 35. Engagement leads to High: Score = 40; Medium: Score = 25; Low: Score = 10. High Medium Low Deal Type = Renewal, deal open Copy Health Score and Engagement Level to deal Health Score Engagement Engagement Engagement High Score = 90 Medium Score = 75 Low Score = 60 High Score = 65 Medium Score = 50 Low Score = 35 High Score = 40 Medium Score = 25 Low Score = 10
Deal Type = Renewal, deal open leads to Copy Health Score and Engagement Level to deal. Copy Health Score and Engagement Level to deal leads to Health Score. Health Score leads to High: Engagement; Medium: Engagement; Low: Engagement. Engagement leads to High: Score = 90; Medium: Score = 75; Low: Score = 60. Engagement leads to High: Score = 65; Medium: Score = 50; Low: Score = 35. Engagement leads to High: Score = 40; Medium: Score = 25; Low: Score = 10. High Medium Low Deal Type = Renewal, deal open Copy Health Score and Engagement Level to deal Health Score Engagement High Score = 90 Medium Score = 75 Low Score = 60 Engagement High Score = 65 Medium Score = 50 Low Score = 35 Engagement High Score = 40 Medium Score = 25 Low Score = 10

When to use it, when not to

Use it

  • Use it once both a company-level health score and a recent-engagement measure already exist as properties, and the goal is to combine them into one renewal-specific number on the deal.
  • Use it as a forecast input alongside the standard deal stage and close date, not as a replacement for either.
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Skip it

  • Do not use it if no health score exists yet. Build renewal-expansion-015 (health score decline) or an equivalent scoring workflow first; this fiche only combines existing signals, it does not generate them.
  • Do not present the resulting score as a precise probability percentage in customer-facing material. It is a banded internal score built from two inputs at Professional tier, not a statistical model.
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The rest of this spec

Prerequisites · 5 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 · 15 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 · 11 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.

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