Help center · Daily work in HubSpot

How do I set up useful reminders for Marketing in HubCoach?

Help people prepare contacts and handoffs using the data your portal actually has. The focus is the handoff: the contact reaches sales with an owner and context.

For marketing and RevOps
2 min read
Updated October 4, 2026

The Clear next step process template in guided mode: five steps, from scope and audience to reviewing the process, without creating HubSpot workflows — A process template ready to adapt, with sample data.

What are the steps?

Open Processes and explore the Marketing / operations templates.
Start with contact completeness, ownership or qualification before handoff.
Map the template to actual contact fields and allowed lifecycle or score values.
Add practical guidance describing what a person should review and who receives the handoff.
Test an authorized contact, publish to a small audience and open it in HubSpot.

What does it look like in practice?

Example
A qualified contact without an owner can show “Assign the person responsible for follow-up” with the handoff guide.

What should you keep in mind?

Keep learning

What else might help?

Need help with HubCoach?

If you already use HubCoach, report what is not working in Friction reports, inside the app, so whoever maintains your rules and content can review it. If you do not use it yet, apply to the waitlist.

Apply to the waitlist

You can also write to us at contacto@revenuehublatam.com.

Already have an account? Sign in

A Revenue Hub Latam product

HubSpot Platinum Partner in Santiago, ChileHubCoach is a Revenue Hub Latam product, born from what we solve with sales and service teams in HubSpot.

HubSpot Partner Summit LATAM 2026From the Revenue Hub Latam team that created PortalSync: most-voted pitch, Pitch Contest · HubSpot Partner Summit LATAM 2026, Bogotá.

Meet Revenue Hub Latam