Hub

What's Being Delivered?

Type, tier, and entitlements

5/7
About This ServicePRIMARY

Name, type, tier, status, description

Service TierPRIMARYCUSTOM

Free, Base, Strategy, Partnership

EntitlementsPRIMARYCUSTOM

What customer is entitled to under this Service

Trust MilestonePRIMARYCUSTOM

Foundation, Capability, Multiplication

Actions BarCUSTOM

Quick actions: Log Activity, Schedule Session, Create Ticket

How's It Going?

Health, usage, and lifecycle stage

Overview TabPRIMARY

Service summary, health indicators, usage highlights

Service Lifecycle StagePRIMARY

Onboarding → Active → Optimization → At Risk → Renewal → Completed

Health ScorePRIMARYCUSTOM

Thriving, Healthy, Attention, At Risk

Activities Tab

Usage history, engagement timeline, delivery activities

Usage LevelCUSTOM

Champion, Active, Light, Dormant

Last EngagementCUSTOM

Most recent usage or interaction date

Engagement TrendCUSTOM

Increasing, Stable, Declining

What's Connected?

Who, commercial context, and related work

5/9
Contact AssociationsPRIMARY

Service recipients, administrators, team members

Company AssociationPRIMARY

Organization receiving this Service

Related AppointmentsPRIMARY

Sessions included in Service delivery

Service DeliverablesCUSTOM

Specific outputs within Service scope

Related Tickets

Support requests related to this Service
👥 Customer View Primary 💰 Revenue View Supporting 🧠 Business Context Supporting ⚡ Team Enablement Primary
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Associations

How services connect to other records in HubSpot

Value Path Configuration

Configure each stage of the customer journey

Implementation Patterns

Common patterns and best practices