Client Journey

Partnership Pipeline

Client Agreement

STAGE 0

Learn More

Trigger

The Stage 0 Workflow is triggered when a new deal record is created in the Partnership Pipeline.

Trigger

The Stage 0 Workflow is triggered when a new deal record is created in the Partnership Pipeline.

Auto-Task

HubSpot Task [for Dir of Ops]: "Send Client Agreement"

Auto-Task

HubSpot Task [for Dir of Ops]: "Send Client Agreement"

Meeting

If Requested, P2P Agreement Review Call [SOX CEO & Lead's Principal]

Meeting

If Requested, P2P Agreement Review Call [SOX CEO & Lead's Principal]

Auto-Email

Offering a P2P Agreement Review Call with SOX CEO [to Client, after 3 days]

Auto-Email

Offering a P2P Agreement Review Call with SOX CEO [to Client, after 3 days]

Auto-Task

HubSpot Task [for RTE, every 3 days]: "Client Agreement Follow Up"

Auto-Task

HubSpot Task [for RTE, every 3 days]: "Client Agreement Follow Up"

Agreement

Client Executes Agreement + RTE Alert Sent

Agreement

Client Executes Agreement + RTE Alert Sent

Trigger

The Stage 0 Workflow is triggered when a new deal record is created in the Partnership Pipeline.

Trigger

The Stage 0 Workflow is triggered when a new deal record is created in the Partnership Pipeline.

Auto-Task

HubSpot Task [for Dir of Ops]: "Send Client Agreement"

Auto-Task

HubSpot Task [for Dir of Ops]: "Send Client Agreement"

Meeting

If Requested, P2P Agreement Review Call [SOX CEO & Lead's Principal]

Meeting

If Requested, P2P Agreement Review Call [SOX CEO & Lead's Principal]

Auto-Email

Offering a P2P Agreement Review Call with SOX CEO [to Client, after 3 days]

Auto-Email

Offering a P2P Agreement Review Call with SOX CEO [to Client, after 3 days]

Auto-Task

HubSpot Task [for RTE, every 3 days]: "Client Agreement Follow Up"

Auto-Task

HubSpot Task [for RTE, every 3 days]: "Client Agreement Follow Up"

Agreement

Client Executes Agreement + RTE Alert Sent

Agreement

Client Executes Agreement + RTE Alert Sent

Partnership Pipeline

Client Onboarding

STAGE 1

Trigger

The Stage 1 Workflow is triggered when the Client Agreement is executed

Trigger

The Stage 1 Workflow is triggered when the Client Agreement is executed

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client executed agreement

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client executed agreement

Auto-Task

HubSpot Task [for CRS]: "Schedule Client Intake"

Auto-Task

HubSpot Task [for CRS]: "Schedule Client Intake"

Auto-Email

Welcoming Client to SOX and outlining next steps [to Client]

Auto-Email

Welcoming Client to SOX and outlining next steps [to Client]

Meeting

Client Intake Call [SOX CRS & Client Admin]

Meeting

Client Intake Call [SOX CRS & Client Admin]

Auto-Task

HubSpot Task [for Admin]: "Send Brand Box to Client"

Auto-Task

HubSpot Task [for Admin]: "Send Brand Box to Client"

End Stage

Client Onboarding Stage is marked Complete [by CRS, in HubSpot]

End Stage

Client Onboarding Stage is marked Complete [by CRS, in HubSpot]

Trigger

The Stage 1 Workflow is triggered when the Client Agreement is executed

Trigger

The Stage 1 Workflow is triggered when the Client Agreement is executed

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client executed agreement

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client executed agreement

Auto-Task

HubSpot Task [for CRS]: "Schedule Client Intake"

Auto-Task

HubSpot Task [for CRS]: "Schedule Client Intake"

Auto-Email

Welcoming Client to SOX and outlining next steps [to Client]

Auto-Email

Welcoming Client to SOX and outlining next steps [to Client]

Meeting

Client Intake Call [SOX CRS & Client Admin]

Meeting

Client Intake Call [SOX CRS & Client Admin]

Auto-Task

HubSpot Task [for Admin]: "Send Brand Box to Client"

Auto-Task

HubSpot Task [for Admin]: "Send Brand Box to Client"

End Stage

Client Onboarding Stage is marked Complete [by CRS, in HubSpot]

End Stage

Client Onboarding Stage is marked Complete [by CRS, in HubSpot]

Partnership Pipeline

Marketing Services

STAGE 2

Trigger

The Stage 2 Workflow is triggered when Client Onboarding is marked Complete

Trigger

The Stage 2 Workflow is triggered when Client Onboarding is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Marketing Services

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Marketing Services

Auto-Task

HubSpot Task [for CRS]: "Client Brand Due Diligence"

Auto-Task

HubSpot Task [for CRS]: "Client Brand Due Diligence"

Auto-Task

HubSpot Task [for Admin]: "Schedule Brand Discovery"

Auto-Task

HubSpot Task [for Admin]: "Schedule Brand Discovery"

Auto-Email

Intro to Marketing Services [to Client]

Auto-Email

Intro to Marketing Services [to Client]

Auto-Task

HubSpot Task [for Creative]: "Add Client to SOX Website"

Auto-Task

HubSpot Task [for Creative]: "Add Client to SOX Website"

Auto-Task

HubSpot Task [for Creative]: "Add Client to CompanyCam"

Auto-Task

HubSpot Task [for Creative]: "Add Client to CompanyCam"

Auto-Task

HubSpot Task [for Creative]: "Create Client Branded Assets"

Auto-Task

HubSpot Task [for Creative]: "Create Client Branded Assets"

Meeting

Brand Discovery Call [SOX Marketing & Client Marketing]

Meeting

Brand Discovery Call [SOX Marketing & Client Marketing]

Auto-Task

HubSpot Task [for CRS]: "Add Region to Mapsly"

Auto-Task

HubSpot Task [for CRS]: "Add Region to Mapsly"

Auto-Task

HubSpot Task [for Dig Mktg]: "Media Release & Testimony"

Auto-Task

HubSpot Task [for Dig Mktg]: "Media Release & Testimony"

Auto-Email

Sharing Client Branded Assets [to Client]

Auto-Email

Sharing Client Branded Assets [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

End Stage

Marketing Services Stage is marked Complete [by Meeting Host, in HubSpot]

End Stage

Marketing Services Stage is marked Complete [by Meeting Host, in HubSpot]

Trigger

The Stage 2 Workflow is triggered when Client Onboarding is marked Complete

Trigger

The Stage 2 Workflow is triggered when Client Onboarding is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Marketing Services

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Marketing Services

Auto-Task

HubSpot Task [for CRS]: "Client Brand Due Diligence"

Auto-Task

HubSpot Task [for CRS]: "Client Brand Due Diligence"

Auto-Task

HubSpot Task [for Admin]: "Schedule Brand Discovery"

Auto-Task

HubSpot Task [for Admin]: "Schedule Brand Discovery"

Auto-Email

Intro to Marketing Services [to Client]

Auto-Email

Intro to Marketing Services [to Client]

Auto-Task

HubSpot Task [for Creative]: "Add Client to SOX Website"

Auto-Task

HubSpot Task [for Creative]: "Add Client to SOX Website"

Auto-Task

HubSpot Task [for Creative]: "Add Client to CompanyCam"

Auto-Task

HubSpot Task [for Creative]: "Add Client to CompanyCam"

Auto-Task

HubSpot Task [for Creative]: "Create Client Branded Assets"

Auto-Task

HubSpot Task [for Creative]: "Create Client Branded Assets"

Meeting

Brand Discovery Call [SOX Marketing & Client Marketing]

Meeting

Brand Discovery Call [SOX Marketing & Client Marketing]

Auto-Task

HubSpot Task [for CRS]: "Add Region to Mapsly"

Auto-Task

HubSpot Task [for CRS]: "Add Region to Mapsly"

Auto-Task

HubSpot Task [for Dig Mktg]: "Media Release & Testimony"

Auto-Task

HubSpot Task [for Dig Mktg]: "Media Release & Testimony"

Auto-Email

Sharing Client Branded Assets [to Client]

Auto-Email

Sharing Client Branded Assets [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

End Stage

Marketing Services Stage is marked Complete [by Meeting Host, in HubSpot]

End Stage

Marketing Services Stage is marked Complete [by Meeting Host, in HubSpot]

Partnership Pipeline

Sales Training

STAGE 3

Trigger

The Stage 3 Workflow is triggered when Marketing Services is marked Complete

Trigger

The Stage 3 Workflow is triggered when Marketing Services is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Sales Training

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Sales Training

Auto-Task

HubSpot Task [for Admin]: "Schedule Prep Time "

Auto-Task

HubSpot Task [for Admin]: "Schedule Prep Time "

Auto-Task

HubSpot Task [for Admin]: "Schedule Sales Training"

Auto-Task

HubSpot Task [for Admin]: "Schedule Sales Training"

Auto-Email

Intro to Sales Training [to Client]

Auto-Email

Intro to Sales Training [to Client]

Meeting

Sales Training Call [SOX Sales & Client Sales]

Meeting

Sales Training Call [SOX Sales & Client Sales]

Auto-Email

Portal Access Instructions [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

End Stage

Sales Training Stage is marked Complete [by Meeting Host, in HubSpot]

End Stage

Sales Training Stage is marked Complete [by Meeting Host, in HubSpot]

Trigger

The Stage 3 Workflow is triggered when Marketing Services is marked Complete

Trigger

The Stage 3 Workflow is triggered when Marketing Services is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Sales Training

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Sales Training

Auto-Task

HubSpot Task [for Admin]: "Schedule Prep Time "

Auto-Task

HubSpot Task [for Admin]: "Schedule Prep Time "

Auto-Task

HubSpot Task [for Admin]: "Schedule Sales Training"

Auto-Task

HubSpot Task [for Admin]: "Schedule Sales Training"

Auto-Email

Intro to Sales Training [to Client]

Auto-Email

Intro to Sales Training [to Client]

Meeting

Sales Training Call [SOX Sales & Client Sales]

Meeting

Sales Training Call [SOX Sales & Client Sales]

Auto-Email

Portal Access Instructions [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

End Stage

Sales Training Stage is marked Complete [by Meeting Host, in HubSpot]

End Stage

Sales Training Stage is marked Complete [by Meeting Host, in HubSpot]

Partnership Pipeline

Installation Certification

STAGE 4

Trigger

The Stage 4 Workflow is triggered when Sales Training is marked Complete

Trigger

The Stage 4 Workflow is triggered when Sales Training is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Installation Certification

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Installation Certification

Auto-Task

HubSpot Task [for Admin]: "Add to Events Calendar"

Auto-Task

HubSpot Task [for Admin]: "Add to Events Calendar"

Approval

Install Training Request is Approved [by Trainer]

Approval

Install Training Request is Approved [by Trainer]

Request

Install Training Form is Submitted [by RTE]

Request

Install Training Form is Submitted [by RTE]

Auto-Task

HubSpot Task [for Trainer]: "Schedule Pre-Install Meeting"

Auto-Task

HubSpot Task [for Trainer]: "Schedule Pre-Install Meeting"

Auto-Email

Reinforcing Payment Requirements [to Client]

Auto-Email

Reinforcing Payment Requirements [to Client]

Auto-Task

HubSpot Task [for RTE]: "Material Order Consult with Client"

Auto-Task

HubSpot Task [for RTE]: "Material Order Consult with Client"

Auto-Task

HubSpot Task [for RTE]: "Confirm Payment"

Auto-Task

HubSpot Task [for RTE]: "Confirm Payment"

Auto-Task

HubSpot Task [for Trainer]: "Check Webinar Registration"

Auto-Task

HubSpot Task [for Trainer]: "Check Webinar Registration"

Meeting

Pre-Install Call [SOX Trainer & Client Field]

Meeting

Pre-Install Call [SOX Trainer & Client Field]

Auto-Email

Portal Access Instructions [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Email

Project Planning Summary [to Client]

Auto-Email

Project Planning Summary [to Client]

Training

Installation Training (onsite) [SOX Field & Client Field]

Training

Installation Training (onsite) [SOX Field & Client Field]

Auto-Task

HubSpot Task [for Trainer]: "Set Certification Status"

Auto-Task

HubSpot Task [for Trainer]: "Set Certification Status"

RTE Alert

Email from HubSpot [to Internal Staff Only]: CSP is Certified!

RTE Alert

Email from HubSpot [to Internal Staff Only]: CSP is Certified!

Auto-Email

You Are SOX Certified! [to Client]

Auto-Email

You Are SOX Certified! [to Client]

Auto-Task

HubSpot Task [for Dig Mktg]: "Co-Marketing Opportunity"

Auto-Task

HubSpot Task [for Dig Mktg]: "Co-Marketing Opportunity"

Auto-Task

HubSpot Task [for Trainer]: "Post-Install Report"

Auto-Task

HubSpot Task [for Trainer]: "Post-Install Report"

Auto-Task

HubSpot Task [for Admin] "Send CSP Swag Bag"

Auto-Task

HubSpot Task [for Admin] "Send CSP Swag Bag"

End Stage

Installation Certification Stage is marked Complete [by Trainer, in HubSpot]

End Stage

Installation Certification Stage is marked Complete [by Trainer, in HubSpot]

Trigger

The Stage 4 Workflow is triggered when Sales Training is marked Complete

Trigger

The Stage 4 Workflow is triggered when Sales Training is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Installation Certification

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Installation Certification

Auto-Task

HubSpot Task [for Admin]: "Add to Events Calendar"

Auto-Task

HubSpot Task [for Admin]: "Add to Events Calendar"

Approval

Install Training Request is Approved [by Trainer]

Approval

Install Training Request is Approved [by Trainer]

Request

Install Training Form is Submitted [by RTE]

Request

Install Training Form is Submitted [by RTE]

Auto-Task

HubSpot Task [for Trainer]: "Schedule Pre-Install Meeting"

Auto-Task

HubSpot Task [for Trainer]: "Schedule Pre-Install Meeting"

Auto-Email

Reinforcing Payment Requirements [to Client]

Auto-Email

Reinforcing Payment Requirements [to Client]

Auto-Task

HubSpot Task [for RTE]: "Material Order Consult with Client"

Auto-Task

HubSpot Task [for RTE]: "Material Order Consult with Client"

Auto-Task

HubSpot Task [for RTE]: "Confirm Payment"

Auto-Task

HubSpot Task [for RTE]: "Confirm Payment"

Auto-Task

HubSpot Task [for Trainer]: "Check Webinar Registration"

Auto-Task

HubSpot Task [for Trainer]: "Check Webinar Registration"

Meeting

Pre-Install Call [SOX Trainer & Client Field]

Meeting

Pre-Install Call [SOX Trainer & Client Field]

Auto-Email

Portal Access Instructions [to Client]

Auto-Email

Portal Access Instructions [to Client]

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Task

HubSpot Task [for Dir Ops]: "Grant Portal Access"

Auto-Email

Project Planning Summary [to Client]

Auto-Email

Project Planning Summary [to Client]

Training

Installation Training (onsite) [SOX Field & Client Field]

Training

Installation Training (onsite) [SOX Field & Client Field]

Auto-Task

HubSpot Task [for Trainer]: "Set Certification Status"

Auto-Task

HubSpot Task [for Trainer]: "Set Certification Status"

RTE Alert

Email from HubSpot [to Internal Staff Only]: CSP is Certified!

RTE Alert

Email from HubSpot [to Internal Staff Only]: CSP is Certified!

Auto-Email

You Are SOX Certified! [to Client]

Auto-Email

You Are SOX Certified! [to Client]

Auto-Task

HubSpot Task [for Dig Mktg]: "Co-Marketing Opportunity"

Auto-Task

HubSpot Task [for Dig Mktg]: "Co-Marketing Opportunity"

Auto-Task

HubSpot Task [for Trainer]: "Post-Install Report"

Auto-Task

HubSpot Task [for Trainer]: "Post-Install Report"

Auto-Task

HubSpot Task [for Admin] "Send CSP Swag Bag"

Auto-Task

HubSpot Task [for Admin] "Send CSP Swag Bag"

End Stage

Installation Certification Stage is marked Complete [by Trainer, in HubSpot]

End Stage

Installation Certification Stage is marked Complete [by Trainer, in HubSpot]

Partnership Pipeline

Continued Support

STAGE 5

Trigger

The Stage 5 Workflow is triggered when Installation Certification is marked Complete

Trigger

The Stage 5 Workflow is triggered when Installation Certification is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Continued Support

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Continued Support

Meeting

P2P Client Success Call [SOX CEO & Client Principal]

Meeting

P2P Client Success Call [SOX CEO & Client Principal]

Support

Touchpoints from All Teams, Scheduled Indefinitely

Support

Touchpoints from All Teams, Scheduled Indefinitely

Trigger

The Stage 5 Workflow is triggered when Installation Certification is marked Complete

Trigger

The Stage 5 Workflow is triggered when Installation Certification is marked Complete

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Continued Support

RTE Alert

Email from HubSpot [to Internal Staff Only]: Client enters Continued Support

Meeting

P2P Client Success Call [SOX CEO & Client Principal]

Meeting

P2P Client Success Call [SOX CEO & Client Principal]

Support

Touchpoints from All Teams, Scheduled Indefinitely

Support

Touchpoints from All Teams, Scheduled Indefinitely

Partnership Pipeline Workflow

Client Agreement

Client Onboarding

Marketing Services

Sales Training