In-Person Meetings
The time period in which we should be following up via email after meetings.
What is same day?
This process allows for organizations to easily view a CEMs availability.
What is a meeting link?
What is a Company?
This view allows a team member to organize related reports together.
What is a Dashboard?
An organization completes the PRF.
What is Cultivated?
After a meeting, this final step should be taken in HubSpot.
What are Meeting Notes?
This person on the Unite Us team should be the only one importing large contact or company lists.
Who is an Operations Consultant (OC) or Operations Analyst (OA)?
An individual associated with a company.
What is a Contact?
This dashboard is required by every network for internal reference and to pull data for reports to customers or stakeholders.
What is a Community Engagement Dashboard?
Leads sourced from databases. Contact receives series of emails.
What is a Cold Lead?
This virtual registration platform will allow attendees to RSVP for an in-person session ahead of time.
What is Eventbrite?
This HubSpot browser feature is easy to use and hands free.
What are HubSpot Phone Calls?
A characteristic or data field on a contact or company record.
What is a Property?
This type of report shows all of the activity (phone calls, emails, meetings, etc.) among CEMs within a network.
What is an Activity Leaderboard?
Lead sourced from customer. Contact attends Strategy Session to learn about the network.
What is a Qualified Lead?
This document will provide more information on all things in-person events.
What is the Detailed Events Guide?
This plan can help CEMs stay up-to-date on cleaning their HubSpot Data.
What is a HubSpot QA Process Project Plan in Asana?
A tool which allows processes to be automated to increase efficiency on the team and ensure properties are filled in and updated.
What is a Workflow?
This report shows a breakdown of companies and their network lifecycle stages across a network.
What is an Engagement Pipeline?
Organization can log into the platform on network launch day.
What is Onboarded?
If an impromptu meeting with a CBO takes place in the community, this is where the CEM would log the information in HubSpot.
What is the Log Meeting feature?
This HubSpot tool can help a CEM manage upcoming action items.
What is a Task?
This saved view is where we access any of our website inquiries in which CEMs are responsible for contacting.
What is a Marketing Qualified Lead (MQL)?
This person can help assist the networks team create their Dashboard.
Who is an Operations Analyst (OA)?
Organization falls out of touch with CEM.
What is Compost?