Process For a Client's Team Member Leaving

When an active client in one of our program's leaves we need to shut down their profiles

Consultant Completes this Form

Email is the email of the person departing

 

Hubspot Shut Down

  • Make a note on the company profile that the person is leaving and being shut down
  • Delete the contact from Hubspot
    • Find the contact
    • Under actions click delete

Teachable Shut Down

  • Find the student under users (Search by email address)
  • Open the user at the bottom click delete user