Welcome to the Hubspot Guide
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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.
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Note: Adopets and ShelterBuddy Deals should be kept separate, denoted by bundled Deals coming with two separate Deals, one for each product. As of early 2024, we’d like to push ShelterBuddy first and then cross-sell Adopets into those customers for those that demonstrate a clear need for Adopets features. |
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.
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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).
If call recording has finished processing, add a Google Drive link to Discovery Call Recording or attach the recording as an attachment.
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 - This will eventually be a ‘structured routines’ guide on how to manage many Deals with a sense of personalization.
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