Five9 First Touch Statuses (Scenarios)
Slack Channels & Funding Options
HubSpot, Deal Stages, Five9 Dialer
Five9 & Programs
Sales Tools and More!
100

Let me think it over. I don't want to apply for anything right now. Call me back in 2 weeks. 

What 1st touch completed - DV (Demonstrating Value) 

100

Let me check this channel to see what hour we have the most student appointment requests.

What is usa-sales-team channel

100

I see the "Stages" here on this HubSpot form. Ahh! This card must be...

What is a Deal Card? 

100
Let me make sure I switch to this Campaign before I call my student to ensure they see my number vs. a general 800 number. 

What is my Personal Campaign? 

100

Let me get look up the promo code for this month's promotion. 

What is the 2025 pricing guide? 

200

I will check your Next Steps email and apply for Climb this evening. I'll catch you later. I need to head out to work! 

What 1st touch completed - PP (Partnership Proposal) 

200

I need to check this channel to make sure my enrollment is official. 

What is usa-new-payments A.K.A The MONEY CHANNEL!!! 

200

I need to send out the course syllabus. I know I have to look up Ibrahim and then search for.....

What is the Next Steps email? 

200

We will prepare you to pass this! And it's a $400 value! 

What is the CompTIA Security+ Exam?

200
I see this student requested a call back at 3 pm here in HubSpot. What did Rob call this type of appointment? 

What is a Booked call?

300

I just submitted my UPFRONT payment! I am so excited to get started! Let's talk later to do the onboarding. I need to take my kid to soccer practice. 

What is 1st touch completed - Neg (Negotiation) 

300

They didn't qualify for Learn Now, Pay Later! UGH. They really want to apply for a loan for AI Automation. Let me try this option. 

What is Climb?

300

I better add this at the end of my call or my deal is not protected. 

What is a follow-up task? 

300
In Five9, I let it ring 3 times, hang-up, and dial again! 

What is Double-Tap? 

300
I have 14 days of protection with this Deal with no updated follow-up task, in Negotiation. This is protected via the....

What is the Lead Policy?

400

I have been waiting for your call! I really want to get started. Can you please call me after 6 pm? 

What is 1st touch completed - DV (Demonstrating Value) 

400

At the end of your loan application, you will need to verify you have an active bank account with a micro transaction through Plaid. Once it verifies, your application will be processed.  

What is Edly

400

I better keep an eye on that timer before the phone starts ringing! How much time did Rob say we have?  

What is 15 seconds. 

400

This popular JavaScript library, originally developed by Facebook, helps developers build fast, interactive user interfaces.

What is React.js?

400

Let me login here to check my schedule. 

What is WFM?

500

I will pay the $100 after 3 pm today to try out your program for 2 weeks. Looking forward to getting started! 

What is 1st touch completed - Neg (Negotiation) 

500
Hey Tirrell! I am ready to pay for my course upfront! I would like to pay half today, and the other half in 30 days! Can you send me that split invoice? 

What is the usa-payment-operations channel

500

Let me send out this Welcome Email to start onboarding my student. Where is that HubSpot field? 

What is Open Early Access? 

500
Woo Hoo!! Got an SE - Full Time student! Wait... They want to start on 7/28. Where is that HubSpot field.....

What is the Full-Time cohort start date field? 

500

Ugh! I always mix these statuses up! I need to make sure my Climb student is in this status before they are officially enrolled! 

What is Accepted status? 

M
e
n
u