Collect onboarding conversations and account context
45-60 min
45-60 min
Pull 10-20 recent onboarding calls from Gong and connect them to customer context in HubSpot. Capture company size, segment, use case, onboarding stage, product plan, implementation complexity, and whether the customer reached first value. Do not start drafting yet. The goal is to understand which questions appear repeatedly across similar customer types.
A structured set of onboarding transcripts connected to customer segment and lifecycle stage.
Include at least a few messy calls where onboarding did not go smoothly. The best lifecycle content usually comes from friction, not from perfect customer calls.