BDR | top of funnel

• copy contact to company
• notification when duplicated contact is created
• call routing:
• Franchise: contact association / parent-child updates
  • example: this guy was auto-assigned to Elyse, due to his parent company franchise association, then demo was round robin’d to Diana instead of Kelsey.
• Templates / snippets /
  • if under 25 is filled out automatically send “<25 snippet” update lifecycle stage and lead status
• Automated lead allocation
• Notification that demo is booked / automatically assigned to
• Add on demo form
  • under 25
    • are you part of a franchise?

AE | bottom of funnel

• convert calendly to hubspot
• Add more dependent properties
  • currently have:
    • referral source
    • closed-lost reason
    • product selection
• payment capture on sign-up
  • if then add snip/language that “payment capture will not affect trials if applicable” ?