Accreditation Deals Workflow

Leads that are sent to Customer Engagement and assigned to Accreditation Specialist

This SOP was built for the 2025 Lead follow-up needed to be completed by Customer Engagement and the A-Team & Customer Engagement Team. 

Leads can come from Marketing, Conferences, PC's and Customer Contact in Customer Engagement

A HubSpot Deal will be created for each lead and assigned to the appropriate Accreditation Specialists (AS) with specific information on the Lead and the action requested by the practice/individual. 

Customer Engagement will build the Lead into HubSpot Deals and then the AS will manage the communication through the HubSpot Deal. (see AS SOP)

Customer Engagement Standard Operating Procedures (SOP):

Step 1: Lead is Received into Customer Engagement

•  Leads are assigned to Customer Engagement Rep
  • Example of how they would look coming from a conference lead:

Step 2: Customer Engagement Creates HubSpot Interaction

• • Create HubSpot Deal or ticket for follow-up (Tickets - follow current SOP for creating HubSpot Tickets)

• • HubSpot Leads and Entered as HubSpot Deals:
    • Enter the Deal information 
      • Deal Name:  VMX  - Practice Name or Practice Contact
      • Pipeline: Accreditation Pipeline 
      • Deal Stage: 1st Month - Initial Contact
      • Amount: $2,000

• • • • Deal Type: New Business
      • Priority: High
      • Contacts: Enter lead's email address, if available
      • Companies: Enter companies contact information, if available
      • Close Date: Choose date 6 months out
      • Deal Owner: AS assigned to that territory

• • • Click Create 

Step 3: Accreditation Specialist takes over the Lead

• Follows Accreditation Interest SOP (Link to come soon)

Step 4: Add the Workflow for AS's to follow as a Note in the Deal

• Use #AccDeal to load the workflow into the note
• Click Create Note
  

If you have any feedback on this article, we would greatly appreciate it if you could send it to liana.jensen@aaha.com.

SOP CHANGE LOG AND APPROVALS