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Team Selling Handoff Checklist

How do I know I'm ready to handoff a fundraising campaign?

💡 Pro Tip: If the fundraising page can't be built in HubSpot, the campaign is not ready to be handed-off to your account manager. 

✔️ The deal has a verified company associated with it that includes the EIN - Employer ID Number. This should also be the confirmed Payable Organization. 

✔️ The deal has a Contact associated with it. The Contact should be the group leader.

✔️ Phone numbers and emails are formatted correctly and added to the Contact. 

✔️ The fundraiser creation link populates when you move the deal to campaign date set.

✔️ The date of the onboarding call is added under Team Selling - Date of Onboarding Call if you have scheduled it with the group leader. 

✔️ Complete the #approved-team-selling handoff note. 

    • It must be associated with the Deal and Contact only. 
    • It must have a defined campaign start date. 

✔️ Select Yes from the dropdown menu for Team Selling - AM Matchup. 

✔️ Send an introduction email or text message to the group leader and your account manager.