Accessing the Account Planning Feature
Navigating to Account Planning:
Access the account planning section either by clicking directly on the company name within ImpactPilot or by navigating through the main menu to the 'Account Planning' section.
Creating a New Account Plan
Selecting a Customer:
Once in the account planning section, you'll see a list of all customers assigned to you. If a customer does not appear, refer to previous instructions on setting up customer views.
Choose a customer for whom you wish to create a plan, such as "Drip".
Defining the Plan:
Assign a specific name to the account plan that reflects its objectives, for example, "ImpactPilot2CLevel1 Renewal".
Set the duration for the plan (e.g., a quarter, a year).
Provide a detailed description of the plan’s goals, especially around key objectives like showcasing the value of ImpactPilot to C-level executives.
Integrating and Utilizing HubSpot Data
Incorporating HubSpot Properties:
Automatically pull relevant customer information from HubSpot, such as customer tier, contract end date, ARR (Annual Recurring Revenue), and auto-renewal status.
If necessary properties are missing, request your admin to adjust these settings in HubSpot.
Adding Impact Drivers:
Impact drivers are essential elements of your account plan that outline strategic goals.
For instance, add an impact driver like "Showcase success metrics of ImpactPilot".
Set deadlines for each impact driver, such as completing certain tasks by the end of June.
Publishing and Sharing the Plan
Saving and Publishing the Plan:
Once all elements are added and the plan is finalized, save your changes.
Publish the plan to push it as a note into the corresponding company record on HubSpot.
Managing and Tracking Account Plans
Creating Account Plan Views in HubSpot:
Develop a custom view in HubSpot to monitor all account plans.
This view can include details such as the active status of plans, completion rates, goal names, and descriptions.
Include links directly to the account plans for easy access and review.
Key Tips for Efficiency
Regular Updates: Keep the account plan and its elements up-to-date with real-time changes in customer status and internal milestones.
Collaboration and Visibility: Ensure that account plans are accessible to relevant team members within ImpactPilot and HubSpot, promoting transparency and collaboration.
Cautionary Notes
Data Accuracy: Always verify the accuracy of the data imported from HubSpot and the relevance of the impact drivers included in the plan.
User Permissions: Confirm that all users who need access to the account planning features and data have the appropriate permissions set in both ImpactPilot and HubSpot.
By following these steps and guidelines, your team can effectively utilize the account planning feature in ImpactPilot, integrated with HubSpot, to drive customer success and organizational efficiency. This systematic approach helps minimize misunderstandings and errors, thereby enhancing the overall productivity and accuracy of your team's task execution.
