Welcome to the Hubspot Guide

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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 - Adopets is a standalone module totally separate from ShelterBuddy. Moves adoption applications online and automates core activities like email responses, status updates, and application storage. Drives community and staff engagement with an intuitive system that adopters love and requires less time from staff to process applications. Enable efficient collaboration on adoption process, paired with actionable reporting, and seamless integration with shelter software.

Licensing - <Tool within ShelterBuddy to manage all licenses for the animal, documenting which licenses are currently held, and more. Some features here apply to current pet owners coming into the shelter for licensing services. This module also handles payment for licenses. Note - this is not to be confused with online licensing, a separate module.>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)

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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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