Use Deal flow to track a Contact through a sales / sign-up funnel?

[Colas]

Hi- I am wondering what is the best way to organize Contacts during a multi-step sign-up flow.

At our co-living company, each of our Contacts could eventually move in. We aren't dealing with "Companies" per se, but there is what might be considered a Deal flow for each of our Contacts

Newsletter -> Deposit -> Survey -> Interview -> Onboarding Session -> Tenant -> Ex-Tenant

I think that a "Deals" flow like this might suit our use case (with color codes indicating a certain attribute of each contact. For instance, if they have / need a guarantor).

What I'm thinking of would look something like this (with columns Deposit -> Survey -> Interview -> Onboarding -> Tenant)

Is that the best way to do it ? If not, what is the proper way to track our Contacts as they go through the various stages of becoming a client? We could create a new Contact property, "Funnel Stage"  but could we visualize which Contacts are where on the flow?  Would tracking them using "Deals" make more sense? Thanks ! 

[Jonno_Price · Accepted solution]

Hi @Colas 

I think you're on the right track in terms of using deals and deal stages to track where a contact is in the sign up process to becoming a tenant. I would have it so that you only open a deal (create an opportunity) for those contacts where a viable opportunity exists for them to sign up. Before that stage you track all activity on a contact level using the Lifecycle field. (e.g. leads, mqls, sqls etc.) For those where there is a viable opportunity you create a deal where you can then track and progress the sign up process. 

AFAIK you can't add colour tags to deals like that but it is possible to add custom fields. You can also set some of those fields to be *Required before you can progress to the next deal stage. So for example if having a guarantor is a minimum requirement / pre-requisite to being a tenant then you could have that as a custom field on the Deal Object that must be completed before you can move the deal from Onboarded to Tenant. 

You can also set up filters and save views to be able to see quickly which deals have a Guarantor and which ones still need that confirmed. 

Hope that helps!

[TitiCuisset]

Hi @Colas 

Thank you for reaching out.

I want to tag some of our experts on this - @Jonno_Price @AdamLPW @willsmith do you have any suggestions for @Colas on this? 

Thank you!

Tiphaine