STEP 1 - Prep
- Enroll contacts to the workflow by making sure their "Our Contact Job Title" is set
- Make sure that there's an email written for this job title.
- If it doesn't exist yet, create an email for this specific job title (or check if we're happy to send them the generic outreach email).
- Once the job title is set, the contact will automatically get added to their corresponding list
- A new deal will be automatically created for that contact and it will be added to the Partners Pipeline under "All Potential Partners" via the 0 Create a Deal for All Potential Partners workflow
STEP 2 - Send the first outreach email
- Set the Partner Status of all the contacts you want to send the outreach to to "For Outreach." This will trigger the next workflow: 1.0 Partners - Send First Outreach Email
- This workflow will send out the initial email to the potential partner inviting them to schedule a call
- There will be follow up emails automatically sent depending on how they interacted with the initial email.
- Unless contacts spam/unsubscribe or bounce, the corresponding deal will ultimately move automatically to "For Cold Call" if they do not schedule a call.
STEP 3 - Call the Potential Partners
(Main article: Cold Calling using HubSpot's phone system)- As mentioned in the previous step, deals move automatically to different columns in the Partners Pipeline depending on their interaction with the outreach email.
- If the partner schedules a call via the Calendly link, the deal associated with that partner will automatically move to the "Scheduled a Meeting" column.
- All deals ultimately end up in the "For Cold Call" if they don't schedule a meeting.
- Deals under the "Meeting Scheduled" and "For Cold Call" columns need to be called.
- If the call to be made is a scheduled Calendly meeting, attend the call via the Google Meet link.
- If the call to be made is a cold call, you can dial the partner's phone number using your HubSpot outbound number or dial in using your Phone.
- Only calls using the HubSpot number will be recorded.
STEP 4 - Setting the Partner Status
(Main article: How to set partner status)
- Once we've spoken with the potential partner, we'll need to set their Partner Status to one of the following:
- Partner - If they agree to send us referrals - this will automatically create a Partner URL for them and they will automatically receive that via email. The workflow that will do this is 4 Partners - Generate and Send Partner URL
- Not a partner - If they don't agree to the partnership
- Undecided - If we plan to call them again - we'll get an internal reminder to call them after a certain amount of time. (workflow to be created)
- Do not contact - If we need to make sure we don't send them another email
- Inactive Partner - Don't manually set - will get auto set to this if the contact is a partner but doesn't bring in leads after a certain amount of time
- For Outreach - Don't manually set - will get auto set to this if the contact gets added to the appropriate lists
- Potential Partner - Don't manually set - will get auto set to this if the contact gets moved to "For Cold Call" or "Meeting Scheduled"
Post-partnership workflows
- 7.1 Inactive Partners - This workflow starts counting the days when the partner became a partner and sends an email reminding them of the benefits of sending referrals if they are inactive for certain number of days.
- 7.2 Send Referral Updates - This workflow will send email notifications to partners whenever their Partner URL is used.
- 8 Send Congrats Emails for Successful Referrals - This workflow will send a congratulations email for meeting referral milestones - 1, 5, 20, 50, 200 referrals. Once a contact becomes a partner, they automatically become part of three workflows: