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8.1 Sales Compliance and Revenue Recognition

In pursuit of keeping Hubspot Deals and Activity Logs clean and accurate, we have highly recommended action items for all franchisees to follow. We also have priority compliance requirements that we will be keeping track of. 

In compliance is defined as meeting all operational expectations outlined in the Operations Manual in the hub. These compliance requirements are checked regularly. 

Here is a link to the Hubspot Good Hygiene info. Below is also a recap of suggestions. 

Hubspot update recommendations are as follows:

  • Keep your pipeline up to date in real time (i.e. if an event date has passed and the deal is still in "In Communication" it should be moved to the appropriate stage).
  • Contact and move any inbound leads to "In Communication" within 24 hours, the sooner the better though.
  • Log all of your communication. Regularly check that your email is integrated with Hubspot. 
  • Update the pop quantity and amount earned (revenue for products and services sold, do not include tax or tips) in Hubspot when moving to "Closed Won."