Welcome to the Hubspot Guide
...
At some stage, the it was decided that our products aren’t a good fit for their organization. This could have been encouraged by the salesperson or decided by the prospect. Be sure to enter a Closed Reason at this stage.
Deal Fields
Dates Explainer
...
Deals are an expression of a temporary service period.
Associated Contact Create Date
...
This is when their contract ends. Also key for customer success, as it informs renewal, rebooking, and churn-related conversations & timelines.
Client Activity Status
Need for the field is to make sure an account is being closed.
Yearly Intake
This is the estimated number of animals being accepted by the shelter in the time period covered by the Deal.
...
Licensing - The standard license module allows you to denote existing licenses, issue new licenses, send renewal notices, renew existing licenses, cancel licenses, send late notices, and issue citation notices for expired licenses allowing you to manage your licensing process. Note - this is separate from online 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 CheckoutThe API gives greater creative control over the look and feel of the site, but the iFrame offers the additional option to allow users to log in and post their own pets, to be verified before display by SB users.
Lost & Found Site (i-frame) - Allows customers to post their in care Stray animals so their public can view and contact to claim if they recognise their pet. It also offers an option to display animals that have been found by the public and retained by them offsite, and animal that have been reported missing (lost) by the public also, if the client so chooses. The API gives greater creative control over the look and feel of the site, but the iFrame offers the additional option to allow users to log in and post their own pets, to be verified before display by SB users. Because the site is fully integrated, there's no need to maintain both sites: updating via SB will update both sites.
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 - Cutout of the Adopets product. CHeckout, collect donations, enter credit card, pay adoption fee. Transfer to the consumer-facing side for the adopter to finalize the contract versus requiring both parties to interface at the time of adoption. This increases amount of donations and makes transactions easier per-adoption vs annual licenses (for the software).
Adopter Perks
Data Migration - <Data conversions and data uploads all need to be priced individually and normally are at least 25 hours.>
...
Name the deal -
<Company Name> - <Product (Adopets or ShelterBuddy)> - <Time Period>.
“Animal Welfare League of Arlington - ShelterBuddy - 2023”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.
Add the Currency, which is just their locality
Add all associated Contacts to the Deal record.
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.
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).
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
...