How To Introduce Your Customers To Hubforce
Sales enablement
New in Hubforce
March 25, 2024

How To Introduce Your Customers To Hubforce

It usually begins with visible relief once prospects discover Hubforce and how it makes personalised buying experiences scalable and efficient.

Hubforce enables sales teams to deliver personalised and scalable buyer journeys. It enables you to centralise your sales materials, mutual actions, and stakeholders and also track engagement to move deals faster through pipelines

Once our customers start using Hubforce, they usually can't wait to introduce it to their customers.

Here are some of the common questions we get from them.

  • How do I refer my customers to Hubforce without making it sound like another tool with a learning curve?
  • At what point should I introduce Hubforce to my customers?
  • How do I ensure that they engage with the hub?

We have prepared a guide to help you introduce your customers to Hubforce and make things easier for them.

Hubforce Use Cases

You may use Hubforce for any of these. Learn more about Hubforce use cases here

  • Digital Sales Room
  • Onboarding hub
  • Support
  • Investor pitching 
  • Merger and Acquisition (M & A)
  • Recruitment

How To Introduce Customers To Hubforce

You should introduce your customers to Hubforce in a way that relates to the specific use case.

💡PS: You also don't need to mention "Hubforce"

Digital Sales Room

If you are using the Hubforce digital sales room, you can say:

[your company name] + [ client’s company name] workspace

“Workspace” can also be replaced with

  • Collaborative space
  • Client workspace
  • Collaboration hub
  • hub


As an Onboarding hub, you can name it :

[your company name] + [your client’s company name] implementation hub

“Implementation hub” can also be replaced with

  • Onboarding Workspace
  • Onboarding plan
  • Implementation plan
  • Go live plan


[your company name] dedicated support hub for [your client’s company name]

“Support hub” can be replaced with

  • Support Workspace
  • Support Portal
  • Help portal

When Should You Introduce Hubforce To Customers

This also depends on what you are using Hubforce for.

Cold Outreach

Some clients use our cold outreach/pitching templates as a personalised landing page for prospects during outreach. 

If you use Hubforce for cold outreach, share it in your outreach email.


[your main email body]

Here is a collaborative showroom for [your company name] + [client company name]


Here is a shared workspace to help you envision a collaboration between  [client company name] + [your company name] 

Towards the end of the first call

It would help if you built the workspace before the first sales call using any of our templates depending on your needs. Towards the end of the call, you should introduce the workspace and send prospects a link while they are still on the call so that you can ensure that they browse through the hub.

This sparks curiosity and reduces the overwhelm that comes with so many attachments, links, and emails back and forth. It also establishes a clear next-step plan 

They can also quickly see the user-friendliness of the hub which will encourage engagement. Your prospects will also feel valued looking at an environment branded and personalised for them.


I have prepared a personalised workspace for [client name], you can access all the information you need like proposals, prices, demo videos, and other important information including the summary/key takeaways of this call.

📌Pro tip:

Instead of pasting a normal link like this;

You can edit the link text to something like this

[your company name] + [your client’s company name] deal room

It sparks curiosity among your customers.

Before the first onboarding call

Hubforce is very intuitive and easy to navigate for first-time users. If you are using Hubforce for onboarding, you can send the onboarding hub to your client before the kick-off call or during the meeting.

Introducing Hubforce before the first kickoff meeting helps to reduce meeting time because the customers would have already familiarised themselves with the onboarding environment and next plans.

However, introducing it during the kickoff meeting enables you to ensure that they engage in a way that reinforces the importance of the hub.

Example email: 

We're thrilled to welcome you to [product name] family. 

To ensure a smooth journey, we've created a personalised workspace just for you. This is your one-stop shop for resources and tools to get you started.

Your workspace is accessible anytime, anywhere, allowing you to explore at your own pace and revisit information as needed.

Click the link below to access your personalised workspace:

[your company name] + [your client’s company name] onboarding workspace

Follow up

You can also direct your customers to your Hubforce workspace during follow-up.


Excited to continue the conversation about [briefly mention the topic discussed with the prospect]. As we discussed, the next steps are [briefly outline the next steps].

However, I know staying organized can be tricky, so we've created a personalised workspace just for you. This is your one-stop shop for everything related to our conversation, including:

  • Detailed next steps
  • Relevant resources
  • Easy communication

This workspace is accessible anytime, anywhere, and allows you to review information at your own pace. You can access it by clicking the link below:

Access your workspace here

[link to the hub]

Strategies To Ensure Engagement With Your Workspace 

Introduce Hubforce In a Live Call

Your prospects might forget to engage if you just attach a link to an email. Therefore, ensure that you introduce Hubforce during the first discovery call and try to get prospects to click the link. Customising the link text also helps to spark curiosity.  

Encourage and Track Sharing

Ensure that your champions and point of contact understand the value of the hub. Then encourage them to share with other stakeholders. Hubforce provides visibility into who is looking at the hub and who is engaging with sales content. This will help you map decision-makers and follow up strategically.

Use Personalised Welcome Videos

Videos spark more engagement with customers. Explain why you are using the workspace in the video. Explain how the hub makes the whole sales process easy. 

Always Redirect Your Customers Back to the Workspace

You can redirect customers when you update information in the hub. 

For example:  “I just uploaded our ISO documents

When you hit milestones in the sales process.

For example: “I noticed that you have gone through the standard pricing page. You can also check out

Hubforce AI also sends customers reminders based on their engagement within the hub.

Segment Content 

Overwhelming your buyers with information defeats the purpose of a personalised sales hub.

Segment content into smaller sections to encourage engagement.

Implement Access Controls

Certain information should only be accessed by some stakeholders, for example, security information may be accessed only by the chief security officer. You can restrict access to certain content based on roles.

Hubforce is easy to navigate with 0 learning curves. The best practices listed above will help you make the best use of your digital sales room to close deals faster.

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