| Hubspotcheck Urself B4 U Reck Urself | Impossibly Important Import | "Master_Final" more like |
TrueID Easy as 123 | You're Such A POC |
|---|---|---|---|---|
|
What is Put them into the Hubspotcheck channel so someone (Phil) can explain how to fix them?
When you get Hubspot errors and you don't know how to fix them, what do you do?
|
What is the contact sheet, the deal sheet, and the company sheet?
What are the three sheets you need to import when updating hubspot?
|
What is "Lead Bank"?
What is the name of the tab where we keep all of our leads now?
|
What is the combination of "PlaceHolder.", the fullname, and the domain name?
What is the TrueID?
|
What is to decide which contact to reach out to first, second, and third
Why do we assign POCs?
|
|
What is a row has been deleted and you go to the other tabs and copy the formula back over the broken rows
What is the #REF error and how do you fix it?
|
What is "Success" & "Uploaded"?
What is the name of the status that the formula will check and pull the values into the other sheets & what do you switch those values to after you have imported them?
|
What is copy them into a new sheet with the name of the sheet the explicit purpose of the leads and modify the status when they are done to put back into the sheet?
When using Leads from the Lead Bank for any purpose, what is recommended that you do in order to make it easy to update?
|
What is Deduping and unique email id for contacts?
What are the two primary uses for the TrueID?
|
We used to assign POCs by the first second and third person to reach out to and now we are assigning the first second and third most important roles to reach out to
How did we used to assign POCs and how do we assign POCs now?
|
|
What is "DEFAULT View"
When re-uploading the deal sheet with the contact associations, what view should you be on in order to get the right columns?
|
What is "Contact and Company", "Deal and Company", and then "Downloaded resulting deal sheet and Contacts"?
When Important into Hubspot, what is the order of the sheets that you import into
|
What is Review means the client still needs to review the leads and In Review means the client is in the process of reviewing those leads and what is Disqualified or Approved?
What is the difference between Review and In Review Status and what are the two states they can go into after?
|
What is remove various unparsable characters?
When setting up the TrueID, what do you have to do to the full name and the domain before turning it into a TrueID?
|
What is POC1 <250 Employees and POC3 >250 Employees
When is a founder a POC1 and when is the founder a POC3 (base on the doc not the video)?
|
|
What is "Deal Category", "LinkedIn Industry", and "Crunchbase Categories"
What are the three properties that don't work if the imported values don't exist in Hubspot yet?
|
What is you need to view the deals you just created and delete them?
If you mess up the deal import what do you need to do before you can try again?
|
What is Review, In Review, Approved, Disqualified, Sent, Failed, DNC, Success, and Uploaded?
What are the 9 statuses and what do they mean?
|
What is Substitute and Concatenate?
What are the two formulas used to turn a company name into a domain and to create the true ID?
|
POCs = Faveeo, SocialPubli and Bank Novo, not = Innovesta and Open Orbit
For all the clients we have worked with since October, which used POCs and which did not?
|
|
What is the report is a cross object so it is looking for deals and contacts so if the deal has no associated contact then it is not considered and the dates are being checked so if the date is missing or incorrect then it won't be considered either?
What are the two main ways our weekly report gets messed up and why?
|
What is What is the error that throws when you don't supply the upload with the properties that are mandatory for that specific deal stage, you have to download the default view, and more specifically you have to have the deal name, outreach channel, invitation sent date and sequence Name OR email sent date and sequence name
What is the "Unambiguous Enumeration Error", Why Does it happen, and what properties are necessary in order to keep it from happening?
|
What is Deal Stage, Deal Pipeline, Invitation/Sent Date, Outreach Channel, Deal Category, Linkedin/Email Sequence Name, and ScrapeName?
What are the 8 deal values that we absolutely want when importing new leads into hubspot?
|
What are commas, periods, single quotes, double quotes, parenthesis, dashes, slashes, @ symbols, and ampersands
Name six unparsable chacaters that show up often in company names and full names?
|
What is POC1 = leadership and decision maker but not too senior if the company is big or csuite if the company is small, POC2 = middle manager but relevant role, POC3 = not strong decision maker but relevant role or csuite in a large company
In general, what are ideal POC1s, What are POC2s, and what are POC3s?
|
Support Us on Ko-fi