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Rob Coons

Rob Coons

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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 TasksSelect Renewal Deal Task Queue

  2. Pull up their information

    1. Hubspot Deal - When time for a renewal, the shelter should have a Deal titled “Shelter Name - Product Name - [Current Year] - Renewal]” Simply find the deal with “Renewal” in the title and that will be what you.

      1. For Adopets & Merck customers, take this time to update the previous Deal’s Subsidy Revenue and Adopets Revenue fields

    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)?

    2. Deal Name - “[ShelterName] - [PL Software] - [Service Period]” “[Audit]” for Deals that need review.

    3. Amount - Very important - Check invoicing records - Amount is only the amount that we are directly invoicing the customer, not HomeAgain, Adopets, or other agreements.

      1. Subsidy Amount - This is the amount we receive from third party subsidy partners, primarily HomeAgain. This is separate from Amount!

      2. Adopets Revenue - This is the transactional revenue we receive from Adopets.

    4. Currency Type - Copied by Workflow

    5. Yearly Adoptions

    6. Modules - Should be copied over automatically by Workflow.

    7. Subsidy - Should be copied over automatically by Workflow. If not, double-check and then copy from previous Deal.

    8. Close Date - Set to be the start day of the service period

  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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