Welcome to the Hubspot Guide

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ShelterBuddy Pro or “Pro” - <List features included here>

ShelterBuddy Express or “Express” - <List features included here>

Dispatch - <>

Google Maps - Using 3rd party software and tools from Google mapping functionality is available throughout the system which is especially useful in the Dispatch module and for routing. There is a once-off setup cost then a monthly price based on estimated page views. In the administration section there is a counter that customers can monitor their usage and once their limit is reached the feature will turn off till reactivated. The ongoing costs are determined by a Google in an account set up directly with the customer and a Google distributor.

Volunteer [Deprecated] - An advanced volunteer module that allows the full management of your volunteers and a web login in so volunteers can sign on, roster and request training all seamlessly and automatically based on their approved training and skillset. This module comes with a range of reports [Deprecated, is now VolunteerBuddy].

VolunteerBuddy - <>

Virtual Shelter - Virtual Shelter is supplied as part of the standard PRO installation however the electronic digitizing of a shelter plan or drawing supplied by the customer varies in price depending on its complexity and detail. We have built an administration section for this feature and HomeAgain staff will be able to set virtual shelter up themselves as part of the implementation process.

Digital Signatures - This is your chance to ‘Go Green” and save reams of paper. This price is for the Electronic Signature capture module which allows you to use Ipads or tablet devices to capture signatures and reduce the need for paper copies, there is a once-off setup charge of $1,395.00.
Power BI - <Shelterbuddy now uses Power BI for the users to produce adhoc reports and dashboards directly out of the Shelterbuddy database.>
Adopets - <>

Licensing - <>

Lost & Found Site (API) - This site is designed for the active interface for the public with the animals, be it lost, found or adoption animals The site can be customized to reflect the customer’s current website “look”. This is done by Shelterbuddy providing a customized iframe site or via the API. There is an additional monthly charge based on animal numbers. (Table at end of this document)

Lost & Found Site (i-frame)

Adoption Site (API)

Online Licensing - A module that allows the public to license their animals over the internet which is completely integrated with Shelter Buddy. The system is mobile phone ready and has features specifically designed for enquiries by rangers and animal control officers in the field.

Mobile Checkout

Adopter Perks

Data Migration - <Data conversions and data uploads all need to be priced individually and normally are at least 25 hours.>

Pre-Customized Pet Portfolio - <GOOSE>

Processes & Protocols

AKA: “How do I?”

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1. Name the deal -
   <Company Name> - <Product (Adopets or ShelterBuddy)> - <Time Period>.
   “Animal Welfare League of Arlington - ShelterBuddy - 2023”

2. Add Amount - We should have enough information to ballpark an amount. We can narrow it down later. If you need a placeholder, put our average contract value in this space or multiply their adoptions by our expected income per adoption.

   1. Add the Currency, which is just their locality

3. Add all associated Contacts to the Deal record.

4. Add an Associated Contact Engage Date - This is a 🔑 key field and can only be done manually. This is the date that the initial contact reached out to us. For new Deals that’s simple: it’s the create date of the 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 human touch.

5. 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).

6. Enter the Products Subscriptions field for what product or feature set the person is evaluating.
   NOTE: Please maintain separate Deals for Adopets and ShelterBuddy opportunities. Why? Adopets recognizes variable revenue in hindsight, SB forecasts predictable revenue. Each has a different customer success cadence.

Engaging Opportunities

Under construction

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