Welcome to the Hubspot Guide

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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. 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.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 recognize 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.

[X] Adoption Site (API) [Deprecated] - Deprecated, but lets shelters post their animals for adoption.
(Note: “Public Site” often refers to the Lost & Found AND/OR Adoption Site referenced above. Web-hosted assets available to the public)

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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. If call recording has finished processing, add a Google Drive link to Discovery Call Recording or attach the recording as an attachment.

7. 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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