Geneo Internal Team

This guide provides a straightforward method for targeting specific customers of the Geneo O product using HubSpot's advanced filtering features

Build a target list for Customers that have the $3k promo available from the Black Friday / Cyber Monday promotion in 2024. Remember to cross-reference your list with the excel tracker that shows which customers have redeemed their promo.

This guide provides a straightforward method for identifying customer accounts that most recently purchased over 180 days ago

Use this guide to build a list of current customer accounts assigned to you in HubSpot

Keep your forecast accurate by targeting Deals that are in an Open Stage and have a past due close date.

Build Your Closed Abn Deals Pipeline in HubSpot

Build Your Closed Lost Deals Pipeline in HubSpot

Build Your MQL & SQL Target Lists

Use this guide to set your HubSpot account

Glo2Facial Hero Ingredient Sheets

Review this resource for our Prioritization strategy as well as Deal Stage Definitions

Quick link document to most popular internal and customer-facing assets. Updated 11/2024.