- handbook
- Company
- Company
- Board
- Communications
- Decision making
- KPIs and OKRs
- principles
- Remote Work
- Security
- Asset Management Policy
- Business Continuity & Disaster Recovery Policy
- Cryptography Policy
- Data Management Policy
- Information Security Roles and Responsibilities
- Operations Security Policy
- Risk Management Policy
- Secure Development Policy
- Third-Party Risk Management Policy
- Human Resources Security Policy
- Access Control Policy
- Incident Response Plan
- Information Security Policy and Acceptable Use Policy
- strategy
- values
- Operations
- Product
- Feedback
- Metrics
- Node-RED Dashboard
- personas
- Plan
- Pricing Principles
- Product Categories
- Strategy
- Versioning
- Development & Design Practices
- Design
- Development
- contributing
- Front End
- How We Work
- Markdown How-To
- packaging
- Releases
- security
- staging
- Using Git
- Website A/B Testing
- Internal Operations
- Legal
- People Ops
- Sales & Marketing
- Marketing
- blog
- Boiler Plate Descriptions
- Content Channels
- Content Types
- HubSpot
- Marketing
- Marketing - Website
- Video
- Webinars
- sales
# Closing a deal
Follow the steps below to ensure every new customer is setup for success and quickly as possible following a sale.
# Steps
- Once the order form is signed by the customer, you should move the deal to Closed Won in HubSpot. You do not need to wait for countersignature.
- Once all parties have signed, download the completed Order Form and Subscritpion Agreement, and upload them to the Legal folder in Google Drive.
- If the license is self hosted, ask the CEO to generate the key, then include in the onboarding email.
- If it is a cloud deal, any discounts need to be setup by the CEO in Stripe. Let the CEO know which email to send the invoice to once configured.
- Send the onboarding email with an introduction to their CSM, and the license key (if self-hosted).