Playbook
Service hub configuration
Set up ticket pipelines, customer success workspace, and health scores so your team catches problems before customers churn.
Introduction
The handoff from sales to service is where B2B companies lose customers they just spent months winning. This playbook configures everything your service team needs to catch new customers cleanly and keep them healthy. You will build the workflow that fires when a deal closes, set up ticket pipelines with routing rules, automate lifecycle stage transitions, and create a customer success workspace that shows who needs attention today. The final chapters cover health scores and automated risk escalation: the system that spots declining accounts and triggers intervention before a renewal conversation turns into a churn conversation.