The deal is in HubSpot.
I take the paperwork from there.
Tell me which deal needs paperwork. I pull the terms from HubSpot, prepare the document and update the record when it is done.
What I do for you in HubSpot.
Pull the deal terms into the draft
Price, term and parties come from the record, not from retyping.
Prepare the NDA
I draft it from your template as soon as the deal needs one.
Review the customer’s paper
I review their draft against your playbook.
Get it signed
I send the agreed version for signature and chase until it is done.
Update the record
The status and the signed copy go back on the deal.
Record the renewal date
The renewal goes on the record so nobody has to remember it.
How I work with HubSpot.
- 01
Tell me the deal
Message me by email, Slack or Teams and name the deal.
- 02
I do the work
I read the deal in HubSpot, prepare the document and keep the record up to date.
- 03
You hear when it is done
I tell you what I did and what is still needed from you.
Illustrative example. People and documents are fictional.
Questions,
answered.
Yes. I work in HubSpot for you: I pull deal terms into the draft and update the record when the work is done.
No. Once HubSpot is connected, you ask me by email, Slack or Teams and I do the work in HubSpot.
Yes. Anyone you give access to can ask, and I work inside your playbook for each request.
You do. When HubSpot is set up, you decide what I can see and what I can send.