ABDEFGHIJKLMNOPQRSTUVWX
1
Call/Meeting TypeDescription
2
HS Rep Catch UpCalls with HubSpot rep
3
New Client IntroductionInitial call with the new prospect
4
DiscoveryDiscovery calls to understand problem both from a user and technical perspective
5
Client DemoDemo of HubSpot/PPC for prospect
6
PricingPricing and project commercials call
7
Sales > Delivery HandoverInternal meeting to handover to delivery team (includes tech team)
8
Sales > Retention HandoverMeeting to handover and intro client to Jon from a retention perspective
9
Paid Rep Catch UpCalls with Google (or any other Paid platform) rep
10
User Requirements Workshop - RemoteUsed when gathering user requirements as part of an onboarding project online
11
Technical Requirements Workshop - In-PersonUsed when gathering technical requirements as part of an onboarding project face-to-face
12
Project Kick-OffUsed for external kick-off call with the client by the PM.
13
Onboarding Catch UpUsed by onboarding specialist to log catch-ups in relation to HS Onboarding
14
Training - In PersonAny training that's provided to clients face-to-face
15
Project ClosureUsed to close of the project officially with the client.
16
Retention - In PersonAny one-to-one retention meetings used with clients and outside of the delivery/tech team meetings face-to-face
17
Client Catch UpCovers any recurring client meeting i.e. weekly or monthly (use as catch-all)
18
Retention - RemoteAny one-to-one retention meetings used with clients and outside of the delivery/tech team meetings remtoely
19
QBR - In PersonQuarterly Business Review when done face-to-face
20
Internal Attacat Catch UpAttacat discussions around services that occur - please log these against the attacat company record
21
Internal Client Catch UpClient focused discussions on status of work & performance - please log this against the client company record
22
Technical Requirements Workshop - RemoteUsed when gathering technical requirements as part of an onboarding project online
23
QBR - RemoteQuarterly Business Review when done remotely
24
Training - RemoteAny training that's provided to clients remotely
25
User Requirements Workshop - In-PersonUsed when gathering user requirements as part of an onboarding project face-to-face
26
Complaint/Escalation
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100