Project Milestones Tracker

SALES HANDSHAKE

• HubSpot Update and Cleanup

1. Company

   1. About this company

   2. Financial Info (especially financial contact email)

   3. Operations & Failed Bookings

2. Deal (all fields and EMP calculation section)

3. Contacts

   1. All fields, especially LinkedIn profile

NOT STARTED IN PROGRESS COMPLETED ON-HOLD

 @a user

 20 Dec 2024

 https://app-eu1.hubspot.com/contacts/24884582/record/0-2/8729377987

• EMP handshake note in HubSpot associated to Company <> Contact <> Deal using #emphandshake

 COMPLETED

 @a user

 20 Dec 2024

 https://app-eu1.hubspot.com/contacts/24884582/company/8729377987/?engagement=23861758942

PRE KICK-OFF

• Create Partner Space & Documentation

 COMPLETED

 @a user

 20 Dec 2024

 https://stasher.documentation.holibob.tech/stasher/

• Create Partner Content Repository if needed [Google Drive or OneDrive]

 COMPLETED

 @a user

 20 Dec 2024

 https://drive.google.com/drive/folders/1FqhL7xaoWxiZ-0-yhEZe2Mj99wu04KlY?usp=drive_link

• Define destinations, channels, touchpoints and placements

 COMPLETED

 @a user

 20 Dec 2024

• Collect booking and audience data from Partner

 COMPLETED

 @a user

 20 Dec 2024

• Provide webhooks and data planning requirements

 COMPLETED

 @a user

 20 Dec 2024

• Get access / set up access to Meta Business Account
• Set up shelves and communications

• Obtain brand assets, collateral and style/brand book

 @a user

 20 Dec 2024

 https://drive.google.com/drive/folders/1FqhL7xaoWxiZ-0-yhEZe2Mj99wu04KlY?usp=drive_link

KICK-OFF

(kick-off call notes)

• Introduce teams

 COMPLETED

 @a user

 20 Dec 2024

• Confirm destinations (launch and future)

 COMPLETED

 @a user

 20 Dec 2024

• Confirm data ingestion / pass mechanism

 COMPLETED

 @a user

 20 Dec 2024

• Confirm touchpoints and placements

• Provide webhooks key and secret

• Confirm audience/crm understanding

 COMPLETED

 @a user

 20 Dec 2024

• Confirm ETA’s for integration → go live

ONBOARDING & INTEGRATION

• Distribution channel (consumer & extranet) build

 COMPLETED

 @a user

 20 Dec 2024

• Destination pages build (plus FAQs and other pages needed)

• Partner performance dashboard (looker) build

• Custom domain setup

• Data ingestion testing and QA

• Touch points and placements build

• Flow (consumer journey) testing and QA

• End-to-end DEMO and sign-off

Demo feedback notes

WhatsApp feedback notes

GO-LIVE

• First 7/15/30 days' performance monitoring and result sharing

POST LIVE

• Testing and iteration

• Product updates

• Business reviews (monthly/quarterly)