Name the deal 🚧 Naming conventions under construction
Add an amount - for a Deal to really be a Deal, we should have enough information about them to ballpark an amount. We can narrow it down later. If you need a placeholder, put our average contract value in this space.
Add all associated Contacts to the Deal record.
Add an Associated Contact Create Date - This is a very important manual entry field and can really only be done manually. This is the date that the initial contact reached out to us. For new Deals that’s pretty simple, it’s just the create date of the initial contact. But for referrals or recurring business it’s the date that the person reached out and said “hey, we’d like to extend a year or add a feature,” and that requires some human touch. This is crucial as it defines our sales cycle length, a top-5 metric.
Estimate the Close Date (Hubspot default is the final day of the current month, but update this manually based on what you’ve learned about the deal or based on our average sales cycle length. This is important for follow up).

Engaging Opportunities

Under construction

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🚧 A workflow should send the welcome email and schedule a call with them 🚧
Ensure the Launch Date (Contract Start Date) and Contract Renewal (End Date) is accurate.

Keep up with my current deals and pipeline?

People who requested a demo but haven’t been worked by a rep since the CRM migration: Demo request date is: known, Contact owner is: unassigned. Note that this demo request date field is very outdated.

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