Working with Leads in Hubspot
AE1
- Make sure that the phone number has the correct extension (+49 for Germany)
In the Sales Take-off section
- Choose Opportunity Assessment Status. If you chose rejected or more information needed, the email will be sent out automatically and you only have to hit save.
- Choose the leads Athletic Level
- Choose the Sales Rep
- Scroll down to the Send AEs section
- Click on Yes, Send AE1
- Hit Save
Opportunity Assessment Status, Athletic Level and the Sales Rep have to be filled out, otherwise AE1 will not be sent out.
Resending WA1
If you accidentally forgot to change the extension in the phone number you can resend the WA1 reminder to yourself.
- Open the lead >> Scroll down to Send AEs >> Re-Send WA1 >> Yes! Resend WA1 >> Save
- WA1 will then be sent to your inbox again
Link to the video on how to resend WA1: Resending WA1.mp4
A2
- gets sent out automatically when a meeting is booked
Rescheduling an appointment with a client
- If a client wants to reschedule their appointment please just change the date and time in your google calendar entry. The client will then receive an update that the meeting has been rescheduled and you will also have the correct time in your calendar.
Meeting booked with an email that does not belong to the lead or parent
- If a meeting was booked with an email that does not belong to a lead or a parent you will receive an email from Hubspot. If you know which lead booked the appointment please let Antonia, Ahmed or Nico know and they will merge the contacts, so that the lead+parents will still receive all the emails.
AE4
- gets sent out automatically when the meeting record form is filled out
Make sure to book a follow up meeting through the link that is included in the mail with the sales presentation and the meeting record form
Send neutral contract
If you scroll down to the AE’s section and click “Send neutral contract” and then hit “Save” the email with the neutral contracts will get sent out to the lead automatically.
