ImpactPilot Status Definitions and Actions

1. Status: None (Default)

• Description: This status indicates that no action has been initiated for an impact driver.

• Action Required: If an impact driver requires initiation, move it from 'None' to the next appropriate status based on customer interaction or internal updates.

2. Status: Pitched

• Description: Indicates ongoing discussions with the customer about the impact driver.

• Action Required:

• Log this status when you pitch the impact driver to the customer.

• Record the discussion as a note in HubSpot under the company's record.

• Add a custom field or note titled DiscussedDuringUpdateCall to document this interaction.

3. Status: Closed Won

• Description: The customer has agreed to implement the impact driver.

• Action Required:

• Update the status to 'Closed Won' when the customer commits to implementation.

• Create a note in HubSpot documenting the commitment and the expected implementation.

• This status automatically adds points to both the personal and company level in ImpactPilot.

4. Status: Closed Lost

• Description: The customer has decided not to proceed with the impact driver.

• Action Required:

• Update the status to 'Closed Lost'.

• Promptly add a note in HubSpot detailing the reason for loss to improve future approaches.

5. Status: Implemented

• Description: The impact driver has been fully implemented by the customer.

• Action Required:

• This status is typically set automatically after a successful 'Closed Won' cycle or can be manually updated if confirmed that the action is complete.

• Ensure that all documentation of implementation is updated in HubSpot.

Tips

• Documentation: Always document key interactions and decisions in HubSpot to maintain a clear record and support seamless follow-ups.

• Regular Reviews: Schedule regular reviews of impact driver statuses to ensure all data is current and accurately reflects engagement and implementation stages.