HubSpot Sales Pipeline
HubSpot Sales is a customizable pipeline used to manage contacts & contracts related to new Treetrackers organizations. Integrator organizations have a section within this pipeline to be categorized.
First
See Checklist for Treetracker Liaison to know workflow for a new Treetracker contact.
This checklist designates when to move a deal in the pipeline.
Pipeline Stages
Waiting for iOS Version
If in the orientation meeting it is discovered that the organization will not be able to access the Treetracker until the iOS version is released, then these contacts should be categorized here.
Orientation Complete
Once the orientation is complete, they will be evaluating the MOU, expecting an Admin Panel, and planning to donate the $250 now or when they have funding.
MoU Signed & Linked
Admin Panel Access / Map URL Sent
An MOU is signed before Admin Panel Access/Map URL is sent. The contact is now functioning with a admin and customized org map.
Org Payment Received
Anytime in the onboarding process we should expect a $250 suggested donation, but definitely before they start selling significant amounts of tokens to investors or receiving extra tech support.
Invoice & payment receipt have already been sent to the Company at this point.
In the case that we are providing all access pro-bono (free of charge), we need to move the contact through the pipeline at $0 paid once it's decided they won’t be paying or once the company has Wallet access.
Impact Wallet Access Sent
The contact has access to their wallet
It has all the tokens in it that are in their admin panel and map.
Treetracker Operational
The contact has all records complete in HubSpot and in Drive according to the Checklist for Treetracker Liaison.
The contact is fully functional before entering this pipeline.
Advanced Integration
This section is meant to categorize for-profit integrations that fall outside the scope of typical Treetracker organizations.
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