In this webinar, our experts will guide you through the world of HubSpot Workflows that have proven to be game-changers for credit unions:
💁 New Member Onboarding: Learn how workflows for indirect members and product-specific onboarding ensure a seamless experience for your new members and foster long-term engagement.
🔏Abandoned Application: Discover strategies for re-engaging prospects who have started but not completed your application process. These will help you maximize conversions and capture valuable leads.
🎂 Happy Birthday Automation: Delight your customers with personalized birthday greetings, fostering stronger relationships and increasing customer loyalty.
🚗 Product Run-off/ Recapture Workflow: Learn how to create workflows that recapture customers whose products are about to expire to boost customer retention.
For each workflow, we'll cover the essential data you need, the optimal structure of the workflow, and best practices, including strategy, what to include/exclude, and key performance indicators (KPIs) to monitor.
Download our comprehensive 60+ page Credit Union Marketers Guide to HubSpot Onboarding.
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