Master Deal with sub-deals that de-crement the amount

The idea here is, we have the agreed potential from a customer say $100000. But the agreements are setup that they are billed say quarterly. It's possible the contract is lost at any point in between based on exception criteria. The current system is very manual and we either see the front-loaded "closed won" or we get the "missed opportunity" for not following up with the source deal. This is where the "master deal" comes into play.


It's really a placeholder that indicates where the big pool of money is and how it will burn-down and generate the interest to spark more business/renew a contract.


Sub-deals are then created from the master deal (copying a variety of properties) to save a sales person from keying details. Ideally, they are created on a time event, in the example here quarterly. The amount for this sub-deal gets deducted from the Master Deal.


We get to see executions for the sub-deals as "activity" and a touch point to start. Once the master deal is exhausted we would expect our Sales to be in touch previously as well. This really keeps our pipeline active without requiring an excessive manual review step.


I'd love to show you what we have in HubSpot and how this all plays out. We are very close to it and I could do some automations/scripting to implement it.

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Great idea and really needed!