Page Comparison

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1. View a renewal Task / Deal in Hubspot

   1. For meeting: identify if these should be delegated via lists, Deal Owner, CS Manager, or Tasks

2. Pull up their information

   1. Hubspot Deal

   2. Hubspot Company

   3. Accounting / invoicing info

      1. https://docs.google.com/spreadsheets/d/1Bw_ougUhsV_b0Kp9V46PxcXOJ6nO0iU0/edit?gid=1749222115#gid=1749222115

      2. https://docs.google.com/spreadsheets/d/1h_FTnH_eC7KWgeQF_T1cQOr1DlWdX81Gs4Jwz4jkIHk/edit?gid=0#gid=0

   4. Adopets and/or ShelterBuddy dashboard

      1. Adopets: rescue.adopets.com/reports (when logged in through their 1password)

      2. ShelterBuddy Adoptions: https://docs.google.com/spreadsheets/d/1izNs6CA9BH3fkNhjBm2Jbea6JpjA0erEjtZvnaAadOc/edit?gid=1185301362#gid=1185301362

3. Enter all of the updated information (fields below) in the new Deal. In areas of discrepancies…

   1. 🚧 Identify the source of truth here. Do we want to compare Hubspot exports (consolidated, more technical) or use a Google Sheet (easy to compare and identify misalignments)?

4. Update users

   1. Open Company Record

   2. Click “View Associated Contacts” in the upper right Contacts window

   3. When Contacts are displayed, filter by Last Contacted Date is over 6 months ago.

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1. Yearly Adoptions

2. Amount (update to check on Adopets actual revenue vs expected)

3. Contacts - attach the correct contacts with their roles to the Deal

4. Products Subscriptions - are they using what they’re paying for? Are they paying for what they’re using?

   1. Example: API turned on for people who aren’t using it.

5. Service Dates - Start & End (for renewals, assume the year following the existing service period)

6. Subsidy - Is this deal subsidized by multi-year agreements, third party partners, bundle agreements, or other discounts?

Updating a Company’s Contacts

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