NOTE: For scheduled calls via Google Meet, look under the "Appointment Scheduled" column.
- All potential partners will have a new deal automatically created for them
- Each deal will move through the pipeline automatically based on contact's interaction with the email campaign
- Call a potential partner ONLY if the associated deal has already moved to the following statuses:
- For Cold Call stage
- Follow this guide on making a call.
- If you haven't enabled the calling feature on HubSpot, follow this guide
- Don't forget to set up the partner status again following this guide
- When a partner's status has been set a series of actions get activated
- For Outreach, Potential Partner - this is auto-set.
- Partner - set to this if the contact agreed to the partnership (this should be done during or after a call)
- Not a Partner - set to this if the contact expressly mentioned that they do not want to be a partner
- Undecided - set to this if the contact wants to have another conversation (whether via a call or email) much later
- Inactive Partner - an existing partner will automatically get set to this if they don't send referrals for some time
- Do Not Contact - a contact who got enrolled into the email campaign will automatically get changed to this if they unsubscribe, mark our email as spam, or bounce.