Get a deal summary for a smoother onboarding with HubSpot and AI

Another deal is closed. (Yes!)

Now is the time for the onboarding team to step up and make the customer successful with the product.

But this is hard to do if your team does not have all the relevant information about the deal.

Sales representatives often forget to prioritize the passing of background information. So, the onboarding team goes into new cases without the full picture.

As a result, there is more effort for the onboarding team and the client to achieve success.

In this article, we share how you can use AI to always have a summary of the closed deal and provide better onboarding experiences.

Lack of information leads to a poorer customer experience

If the onboarding team does not have critical information about the deal, the customers will have to repeat themselves.

From the customer’s perspective, this usually depicts a poor customer experience. Having to repeat the same information is frustrating and might hint that there is not good communication between people and departments within your company.

A great customer experience is effortless for the customer.

Great onboarding = high lifetime value

Onboarding is the step in the customer journey where you build the foundations of trust. Sales reps talk the talk to convince prospects that your product meets their needs and does wonders. But it is up to the Onboarding team to walk the walk.

It is through onboarding that customers see what your product can do. If the talk and walk are aligned, you build trust and witness the beginning of a long-term relationship. Otherwise, you'll be left with doubt and disbelief - the recipe for short-term clients.

Prepare the onboarding with the help of your AI Agent

Your team can set up an Agent to go through the sales conversation of a closed deal and summarize every important detail. They will not need to solely rely on the sales rep to hand over the information.

This solution is trouble-free for the sales rep, effortless for the onboarding team, and valuable for the customer (as they will not have to repeat themselves).

Receive a deal summary within seconds

With Updatemate.ai, you can set up your Agent in 3-easy steps:

Connect to HubSpot

Creating a source only takes a few clicks. Create a new data Source, select HubSpot as the app, then click “Connect to HubSpot” and choose your HubSpot account.

Set you (and perhaps others?) as recipients

Create a new Destination, select email, and type the emails to which you want to send your insights. This group can be re-used across several agents.

Create your personal AI Agent

Now it is time to put it all together into your real AI agent.

Add a new agent and give it a name, description, and icon - e.g. “Deal Summary”.

Select your agents' properties:

• Work schedule – Set this to webhook and add the agtns webhook url to Hubspots event triggers when a deal is closed.

• Set the destination to the email group you created.

• Pick your AI model – which works like a brain. Some models are cheap but not the brightest, others are smart but more expensive (still a fraction of the cost compared to humans doing the same work).

Next, pick what data sources your agent should work on. Select the HubSpot conversations you created. If you have other customer support or review data sources, you can add those as well.

Now you only need to tell it what you need it to do (the prompt). Use plain English. Here is a prompt for inspiration:

Based on the deal that was just closed please describe why the customer bought the product, what they like, and what they expect from a successful onboarding.

- Structure each with a headline and a description.

- Justify your reasoning with relevant customer quotes. If the quote is not in English, provide an English translation after the quote.

Click the play button and your agent will load your data and do its analysis. When it is done it will redirect you to its full report.

Delegating to AI is like delegating to humans - you need to be clear and concise. Don’t be afraid to tweak and adjust your prompt so you get exactly the results you want.