Video Playbook: Territories, Households and Fees in your Sales Pipeline
Use HubSpot to the track and report on Territories in your Sales Pipeline
In This Playbook:
HubSpot can help you track and report on territories, the households they represent, and the Franchise Fee revenue in your pipeline. This Video Playbook walks you through the best approach for most franchises. Plus, a few extras and automations that make it even more useful.
Why this matters
How many Deals are in your pipeline is important. But so is how many total territories are. How many potential new Territories do the leads coming to Discovery Day represent? Which states have the most Territories in the Pipeline? How much new Franchise Fee Revenue does that represent? Deals or leads don’t give you enough visibility, but you also don’t want to make things too complicated.
The FranDev Lab solution follows the 90/10 rule: three simple properties give you 90% of the value and visibility executives need without the complexity that burdens your Reps.
This playbook contains 4 videos:
Video 1: Introduction
Video 2: The Approach and Properties
Video 3: Visibility on Records and in Reports
Video 4: Automations and Extras
Video 1: Introduction to Territories, Households, and Fees in your Sales Pipeline
Tracking number of Territories, Households, and Amounts is a 90/10 proposition. Don’t over invest.
Video 2: The Approach and Properties
A walkthrough of the approach, the 3 properties you’ll use, and some things you don’t need to worry about.
Video 3: Visibility on Records and in Reports
Make sure these critical properties a visible and getting updated where your Reps work and at critical stages of your sales process.
Video 4: Automations and Extras
Some simple things you can do to level up, make things easier on your Reps and bring some additional visibility to Territories in your pipeline.
So…now what?
Are you doing this in your Franchise Sales Pipeline? Do you have the visibility you need? Is there anything you can automate?
See you in the next Lab Report.