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Rob Coons

Rob Coons

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  1. View a renewal Task / Deal in Hubspot

    1. Select Renewal Deal Task Queue

  2. Pull up their information

  3. Hubspot Deal - When time for a renewal, the shelter should have a Deal titled “Shelter Name - Product Name - [Current Year] - Renewal]”

    1. Adopets & HomeAgain: review & update previous Deal’s Subsidy Revenue & Adopets Revenue

  4. Hubspot Company

    5. Accounting / invoicing info

    open up key resources

    1. Financial 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

    2. Adopets and/or ShelterBuddy dashboardAdoptions Info

      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. Features info

      1. ShelterBuddy: Customers Enabled Features doc (2024)

  5. Enter all of the updated information below in the new Deal. In areas of discrepancies…

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

    2. Amount - Very important - Check Xero - 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.

    3. Currency Type - Copied by Workflow. Have it align with their locality if it’s empty.

    4. Yearly Adoptions

    5. Modules - Copied automatically by Workflow. Check by looking at the Customers Enabled Features to be sure

    6. Subsidy - Copied automatically by Workflow. If not, double-check and then copy from previous Deal.

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

  6. 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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