B2B Sales - Cometly Tracking Plan Template

	A	B	C	D	E
1	Comely Tracking Plan - B2B Sales
2	Comely Tracking Plan - B2B Sales
3	Directions:
4	1. Navigate to 'File' > 'Make a Copy'
5	2. Follow the video directions on our help article here.
6	Event Name	Event Description	Trigger	Integration For Trigger	Status
7	Any meaningful action that you want to track.	Description of the event being performed (a description for everoyne on your team to understand)	Where / When the event should be triggered	Choose the integration you will use to send event data. If you don't see your integration, use Cometly Webhooks.	The status of setting up your event to help you stay organized.

8	Lead	Any form submissions or new contacts created in the CRM from a form	Webflow, when a contact submits a form		Not Started
9	MQL	Contact lifecycle changed in HubSpot to MQL	HubSpot, when contact lifecycle stage changed to MQL		Not Started
10	SQL	Contact lifecycle changed in HubSpot to SQL	HubSpot, when contact lifecycle stage changed to SQL		Not Started
11	Book Demo	When a site visitor books a demo	HubSpot, when a meeting is booked		Not Started
12	Webinar Registration	When a prospect registers for an upcoming sales webinar	Webflow, prospect registered for an upcoming webinar		Not Started
13	Purchase	When a payment is successful in my payment processor	Stripe, upon Successful Payment		Not Started
14	New Paying Customer	When a customer pays for the first time	Stripe, first payment only (first payment instructions)		Not Started
15	Closed Won	When the sales team moves a deal to "Closed Won" in our CRM	HubSpot, when a deal is moved to Closed Won		Not Started
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