Customers get really excited about new software.. especially, when it replaces something old. How do you create a migration experience for customers that takes into account customer needs?
13. Not all customers were
“into” HubSpot 3.
Not everyone was ready for HubSpot 3.
Not everyone knew what HubSpot 3 was.
Not everyone wanted HubSpot 3.
14. How does this migration
overlap with their business?
How will you get them set up properly?
How will you give customers a heads up?
How will they learn to use the new tool?
18. Go where the customers go...
Simple cases could be automated.
Most notifications could be handled in-app.
Have an escalation process ready.
As in, people.