Skip to content

SDR comp: meetings attended+qualified; document post-meeting HubSpot updates - #5698

Open
ZJvandeWeg wants to merge 2 commits into
mainfrom
sdr-comp-hubspot-updates
Open

SDR comp: meetings attended+qualified; document post-meeting HubSpot updates#5698
ZJvandeWeg wants to merge 2 commits into
mainfrom
sdr-comp-hubspot-updates

Conversation

@ZJvandeWeg

Copy link
Copy Markdown
Member

Summary

  • Redefines the SDR First Meetings bonus goal as meetings attended and qualified, not merely booked (nuxt/content/handbook/marketing/sdr.md)
  • Adds a "Post-meeting HubSpot updates" section to the sales meetings handbook covering logging the call, updating lead status, MQL-to-SQL qualification, and deal updates (nuxt/content/handbook/sales/meetings/index.md)
  • Links that section from the Discovery meeting page (nuxt/content/handbook/sales/meetings/discovery.md)

Test plan

  • Review rendered handbook pages for sdr, sales/meetings, and sales/meetings/discovery locally via npm run dev:nuxt

…ing HubSpot updates

Bonus formula now counts meetings attended and qualified, not just booked.
Adds a post-meeting HubSpot update checklist to the sales meetings handbook
and links it from the discovery call page.
@netlify

netlify Bot commented Aug 27, 2026

Copy link
Copy Markdown

Deploy Preview for flowforge-website ready!

Name Link
🔨 Latest commit 1ebfcc7
🔍 Latest deploy log https://app.netlify.com/projects/flowforge-website/deploys/6a91c8b4a2fce6000822ed12
😎 Deploy Preview https://deploy-preview-5698--flowforge-website.netlify.app
📱 Preview on mobile
Toggle QR Code...

QR Code

Use your smartphone camera to open QR code link.
Lighthouse
Lighthouse
1 paths audited
Performance: 63 (🟢 up 21 from production)
Accessibility: 96 (no change from production)
Best Practices: 100 (no change from production)
SEO: 85 (no change from production)
PWA: -
View the detailed breakdown and full score reports

To edit notification comments on pull requests, go to your Netlify project configuration.

@JoycePlaysFootball

Copy link
Copy Markdown
Contributor
  1. What is the definition of 'qualified'?

a. Lead matches ICP and has a validated need (independent of purchase timing) - this is within the SDR's control.
b. Lead is sales-ready / has an active buying timeline - this is not within the SDR's control.

  1. Which lifecycle stage matches the definition of 'qualified'? SQL? Handbook should note who's responsibility it is to mark the lifecycle stage.

  2. Who owns the relationship with the lead after qualification? If a meeting is qualified but the lead is not ready to buy:

a. SDR should own follow-up/nurture
b. SDR retains sourcing credit if the lead closes within 60 days under AE ownership. This clock resets every time the SDR logs a communication to the contact and it must be recorded in Hubspot.

…ward

Previously the SDR earned nothing below a quarterly baseline threshold.
Now every qualifying First Meeting earns a bonus starting from the
first one, growing per meeting until it caps at $500.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants