With HubCoach, a Revenue Hub Latam product, the follow-up criteria your team agreed on show up on every HubSpot deal: a next step someone else can pick up and a realistic close date. The Side Panel shows what is missing, with an example and the field one click away. The person updates the deal in HubSpot and the leader reviews a sample with the team.
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The pipeline review turns into a round of questions about what happened to each deal. We see it in teams across Chile and Latin America with a well-implemented HubSpot.
The next step says “follow up”: the field is filled, but nobody else can continue.
The close date stays the same even after the customer changed plans.
The leader asks deal by deal and the meeting goes into updating data.
For each active opportunity, agree on the next action with the customer, name the owner and record a realistic date. Define the stages where it is required and what to do when the customer does not reply.
Send the revised proposal on Thursday and confirm with the operations manager whether it goes to Monday’s committee.
The customer asked for two weeks to review it with their board: contact them again on the 24th with the plan comparison.
“Follow up”. It does not say what, who or when.
End-of-month close date on every deal, with no agreement from the customer.
A team rule and a process template bring that standard to every deal.
You choose the object, the condition and the stages. HubCoach shows the notice only on the deals that match.
A guided process brings the follow-up checks together: scope, audience, signals and the guide with the example.
Start with a small pilot and one standard, the way we work with teams in Chile and Latin America.
For example, Proposal sent and Negotiation. Leave out the stages where a next step does not apply yet.
Empty Next step or overdue Close date, with the exact field in your portal.
What good looks like, what could be better and what to do when the customer does not reply.
Check the notice on a real deal before opening it to the whole team.
Review a sample of active deals before and after the pilot.
HubCoach shows the criteria; the decision stays with the team.
Three roles, each with a clear job in the follow-up.
The next-step guide explains the standard without relying on HubCoach; the articles show how to set it up.
What it should say, where to record it and how to review it with your team, with examples.
6 min readRead the guideHubCoach’s 42 ready-made checks, your team’s rules and who decides what stays on.
5 min readRead the guideObservable work, quality in real records and what a checked list does not prove.
5 min readRead the guideStart with a missing next step and see exactly what a teammate will receive.
2 min readRead the articleAn open deal with a past close date needs an updated forecast.
2 min readRead the articleChoose the response that reflects what actually happened.
2 min readRead the articleHubCoach is a Revenue Hub Latam product. It grew out of what we solve when we implement and run HubSpot with sales and service teams in Chile and Latin America.
No. An empty-value check detects that the information is missing. Your team reviews the quality of the next step with examples and a sample of real deals.
The 42 checks include several for deals, such as overdue close date, close date approaching with no next activity, deal stalled according to HubSpot and close date postponed repeatedly. Your administrator decides which stay on.
No. It shows that the date has passed and opens the field in HubSpot. The person confirms the new date with the customer and saves it themselves.
Yes. The rule defines the object, the conditions and the audience that sees it. That way a deal still in qualification does not get a notice that does not apply yet.
Record exactly that: what is missing to agree on it and when you will try. An honest pending step helps more than a made-up date.
Yes. The rule is set up in HubCoach for the portal you connected, and the help is in Spanish and English. If each country uses its own pipeline, agree on an example for each one.
Current seats are full. Tell us about your team, in Chile or elsewhere in Latin America, and what you would like it to do better in HubSpot.
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