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From the list: 1. Biz Development

✔ Hubspot BTL Reps - Update Sheet, Import, Start Using

Chris Z. added this on Sep 21, 2023
Completed Feb 17, 2025 by Hector M.

Assigned to: Chris Z. Isaac K. Jenna M. Jonnamae J.
Due on: Sep 23, 2023
Notes: Jonnamae - I am going to have you keep this sheet updated with Sales Navigator - meaning add more reps as they are assigned. You will add new reps to the sheet then Hubspot.

Isaac - You will import these leads into the sheet, let's do it as contacts in our main account. I know we set up other accounts for this but I want to create custom fields so the main account is fine.

Jenna - I will have you lead the management of the outreach we can outsource later once you have it down.

Here is a preliminary video, that just deals with updating the company emails and importing the contacts

https://watch.screencastify.com/v/vxvD4ZexbOFYIkrPUQ6z

Sheet: https://docs.google.com/spreadsheets/d/1TsiX7q-2cI6-V-BNcx3UFcb5YvonUdeJSQK15yZc0H4/edit?usp=sharing

Comments & Events

Chris Zelig

Hi Team,

I made a video that explains what fields we will update. Once

Jonnamae

updates the emails in the sheet and

Isaac

uploads the sheet the rest of the data will be updated directly in Hubspot.

Jenna

I gave you some information as well on what fields you will update when you do outreach.

https://www.loom.com/share/c3bc8457bc964208956f0d6a967f0a44?sid=3e307b96-6e78-48a8-91d9-48f96d3ddc68

HubSpot Update & Import Checklist

Filtering & Fields:
- Use the advanced filter called "BTL reps".
- Ensure the following fields are filled:
  - First name & Last name.
  - Rep referral status: Active, HOT, Connected, Inactive, Messaged, Contact, New, Bad email, No longer with the company, No marketing.
  - Date of the last referral.
  - Date of the last IG message.
  - Date of the last text sent.
  - Date of the last business email sent.
  - Date of the last personal email sent.
  - Membership notes, including IG following status.
  - Rep referred companies & their respective dates.
Additional Details:
- Fill out the rep company name.
- If encountering issues with advanced filters, save views created and try again.
- Update contact properties under "rep business development", which includes:
  - Date of IG message.
  - Personal email.
  - LinkedIn profile URL.
  - Rep company name.
  - Gift or Venmo sent status.
Data Entry:
- Under contacts, access "view all properties".
- Update the following, as necessary:
  - Date of IG message.
  - Personal email.
  - Date of business email.
  - Rep company name.
  - First name & Last name.
  - Remove unnecessary fields like company first name.
  - Update rep referral status.
  - Update the practice area.
  - Update the main HubSpot email, which will be used for company emails.
  - Provide Instagram links, if available.
  - Update personal emails, job titles, and membership notes.
Final Steps:
- Ensure the list is populated comprehensively.
- Review and ensure that all fields are correctly filled.
- Once updated, allow Isaac to upload the necessary information.
- If certain information is unavailable (e.g., Instagram links), update it directly in HubSpot in the future.

Note to Team:

The primary goal is to get the list populated comprehensively. Make sure to frequently review and update the data as required.

Hopefully, this checklist provides a clear guide for your team when updating and importing information into HubSpot.

Sep 21, 2023 at 2:04 AM Notified 3 people

Jonnamae Jumawan

Sir

Chris

Isaac

- done updating the company emails

https://docs.google.com/spreadsheets/d/1TsiX7q-2cI6-V-BNcx3UFcb5YvonUdeJSQK15yZc0H4/edit#gid=1537300018

Sep 21, 2023 at 1:38 PM Notified 3 people

Chris Zelig

Isaac

- can you please let me know when these are uploaded?

Sep 21, 2023 at 7:08 PM Notified 3 people

Isaac Klausnser

Chris

- Sure. I will check and then let you know.

Sep 22, 2023 at 3:16 AM Notified 3 people

Isaac Klausnser

Chris

- Imported the sheet

Sep 22, 2023 at 4:51 PM Notified 3 people

Chris Zelig

You rock

Isaac

🙏

Sep 23, 2023 at 2:08 AM Notified 3 people

Chris Zelig

Link to Sheet with Protocol and Messaging:

https://docs.google.com/document/d/1soSeEF1now39R_3ZsJH8satKblPB5OAEEuXsXcDL_7w/edit?usp=sharing

Sep 23, 2023 at 2:08 AM Notified 3 people

Chris Zelig

Isaac

- can you test that apollo service you have and see if the phone numbers that we do have on file match up with what they have?

Sep 23, 2023 at 2:10 AM Notified 3 people

Chris Zelig

Jonnamae

- I have a list of BTL numbers I have in my phone here. Can you update these to the mobile phone in Hubspot please?

https://watch.screencastify.com/v/qTQGNTnifD4Zajawr3fR

Isaac

- let me know if any of these platforms look like they have accurate information we may use it.

Sep 23, 2023 at 2:47 AM Notified 3 people

Jonnamae Jumawan

Sir

Chris

Isaac

- below is the list. can I ask for the link or name of the Hubspot, please? Thank you

Alison Rivera
(407) 949-2483
Ann V
(651) 328-0469
Anne
(404) 988-2626
Annie
(949) 929-9824
Avery
(207) 699-6039
Eboni Baggs
(662) 415-4452
baggse@btlnet.com
Jamal Brooks
(301)653-2799
Crissy Brown
(214) 264-4733
Lindsey
(310) 237-3952
Louis Chambers
(323) 804-3418
Katie Collins
(631) 335-2928
Courtney Diggs-Brown
(301) 589-9058
Danielle V
(545) 406-7464
Dante
(206) 910-0299
Dean Boyle
(602) 909-3388
Eric Diffily
(978) 807-9426
Amanda DiGiovanni
(781) 632-4586
Erika Sheyn
(614) 582-7344
Erica Kisler
(714) 599-0601
Amanda Hammond
(443) 202-0244
hammonda@btlnet.com
Hannah
(402) 830-2731
Jason Steinhorn
(336)-690-8690
Jennifer
(478) 731-9889
Jessica Fett
(860) 877-0793
Jimmy
(631) 332-4565
Jess
(214)326-1219
Leslie Brooks
(804) 337-0961
Laura C
(860) 805-3125
Morgan Maloof
(404) 664-5305
maloofm@btlnet.com
Maria Brown
(815) 823-4560
Marie
(718) 737-8319
Matt Ryan
(517) 404-4929
Melissa
(623) 363-8950
Dean Meltz
(858) 205-2186
Mirish
(516) 662-4747
Nicole S
(806) 781-0739
Nikki Barbara
(925) 915-0777
Olivia Garza
(816) 878-7679
Jason Patterson
(201) 492-1333
(646) 457-9711
Zena
(908) 938-2881
Breyana Visser
(414) 779-3124
Christine Stagnitta
(610) 739-7466
cstagnitta@zeltiq.com

Sep 23, 2023 at 5:00 AM Notified 3 people

Isaac Klausnser

Chris

- Sure. Will check Apollo.

Jonnamae

- Here is the link.

https://app.hubspot.com/contacts/3978017/objects/0-1/views/13037738/list

Sep 23, 2023 at 6:53 AM Notified 3 people

Jonnamae Jumawan

Thank you,

Isaac

.

Sir

Chris

- updated mobile phones, but these names are not listed on Hubspot.

Annie
(949) 929-9824

Avery
(207) 699-6039

Jamal Brooks
(301)653-2799

Crissy Brown
(214) 264-4733

Katie Collins
(631) 335-2928

Dante
(206) 910-0299

Erika Sheyn
(614) 582-7344

Jennifer Jones
(478) 731-9889
jonesj@btlnet.com

Jessica Fett
(860) 877-0793

Jess
(214) 326-1219

Laura C
(860) 805-3125

Morgan Maloof
(404) 664-5305
maloofm@btlnet.com

Marie
(718) 737-8319

Dean Meltz
(858) 205-2186

Sep 25, 2023 at 11:05 AM Notified 3 people

Chris Zelig

Jonnamae

- Thank you.

Sep 25, 2023 at 11:01 PM Notified 3 people

Isaac Klausnser

Chris

- I looked into it and was able to successfully connect our free Apollo account registered under my personal email address to Hubspot but in order to enrich the data we will need to upgrade to their basic plan which will cost us around $39/month.

Enrichment-Apollo.png 95.1 KB • Download

Pricing and plans page - https://app.apollo.io/#/settings/plans/upgrade

Oct 02, 2023 at 6:38 AM Notified 3 people

Hector Mota completed this to-do.

Feb 17, 2025 at 4:05 PM