Internal Process and Playbooks
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      1. Internal Knowledge Base
      2. Internal Process and Playbooks

      How to Log a Success Check-In Meeting

      • In Hubspot: Open the company record --> Select the Notes section (Activities tab) --> Click Create Note
      • Type “#CSM” and select CSM Check-In Template
        • The Org Name and CSM will automatically populate
      • Fill out the template each time you have a call
      • Create Tasks based on Action Items discussed
        • Tasks section of Activities tab, click Create Task
        • Update Activity Date, Reminder and Notes
        • Tasks will show up in the Customer Success workspace of Hubspot