Deal Standard Operating Procedure

What should the "Lead Status" property be changed to on a Lead's Contact page when you open a deal?

Interest Confirmed

Opportunity

Open Deal

None of the above

What Deal properties must be completed on ALL deals?

Pipeline, Courses, Close Date, Payment Plan, Canadian Based, Revenue Stream, Discount, XR Dev 1:1/XR Des 1:1 (only if applicable)

Discount, Courses, Pipeline, Close Date, Currency, Payment Plan, Canadian Based, Revenue Stream

Discount, Courses, Pipeline, Close Date, Payment Plan, Canadian Based, Revenue Stream, Cohort Time

None of the above

When moving a deal to Closed Won where the lead has only submitted their depsoit (Example: Using Climb to fund the course) advisors should change the deal's product line item to the actual dollar value of the sale, and delete the existing deposit item. This allows the full dollar amount of the sale to be reflected in the Deal.

True

False

The Deal property "Canadian based" only needs to be filled out if the lead is based in Canada.

True

False

What property(s) must you complete on the Contact page after moving each deal to "Closed Won"?

None, all Deal properties copy over to the Contact page once a deal is moved to Closed Won

Lifecycle Stage

Cohort Time for either 10W-Des, 10W-Dev or 30W-Bootcamp

Pipeline

What is the correct Deal Pipeline for a D2C 10-Week XR Development with Unity deal?

According to the Deal SOP in ClickUp what is the best practice / HubSpot etiquette for all leads who have a deal open under "Invoice" or "Interest Confirmed"?

Enrol the lead into a sequence so follow-up tasks populate

The lead should have a high priority follow-up task and never sit in that status for longer than 1 week

Call them daily until they close

Send them the Enrolment Agreement

If a lead is using Climb to fund the course, they don't need to pay us anything directly.

True

False

Which Deal property(s) only needs to be completed if the deal is for a 10-week course Plus pack?