Product New Request. In this stage we collect all the data from the company and the master deal and attach it to the Product Delivery deal, we send a acknowledgement email to the client and we process invoices (if required). Prepayment (cash in advance) deals will remain here until payment is processed or proof of payment submitted.
Payment Processed. In this stage, ops will try to deliver the product. If ops can deliver, they will perform all required tasks and then move the Deal to Product Delivered. If Ops require Tech help, they will move it to ‘Escalate to Tech’
Escalate to Tech. In this stage, tech will solve the blocker(s) Ops had to deliver the product. Once the blockers are solved, the Deal will return to ‘Payment Processed’ for Ops to deliver.
Product Delivered. In this stage, we send confirmation emails to the client and update company metrics
Request Cancelled.
STAGE NAME | AUTOMATIONS | MANUAL ACTIONS | OUTCOME |
|---|---|---|---|
New Request → Validating | Create Deal on ‘Request Product Form’ submission Create Deal on ‘usheru Connect Film’ submission Send acknowledgment emails to client Send Xero Invoices to client & create Order in HS | Review Proof of Payment submissions Fix data issues
Troubleshoot stuck tickets | Guarantee of payment |
Payment Processed → Delivering | Ops will attempt to deliver the product | To deliver the product | |
Escalate to Tech | Update Hubspot Deal when Clickup task moves to In Production | Tech fixes blocker from ops to deliver the product | Fix delivery blocker |
Product Delivered | Send Delivery Confirmation Emails WIP | Communicate delivery to client | |
Request Cancelled | Stop all operations |
Other Automations not triggered by state changes: