Alright. So just wanna chat about, a simple sales process that we use for our customers here at Truck Partners. Basically, the idea is not every single of the deal is gonna close one. Right?

And that's perfectly fine. The deals that you'll get close loss, you can leverage a really good value out of it. HubSpot native enterprise tool actually does this for you, the drop off point. So I wanna chat about the drop off point.

So the basic premises, your deals moving through different stages and it can fall it fall to close lost from any of these. How how do you measure and leverage this to your advantage? So here's a here's a much cleaner, view. Basically, it can drop off a discovery, it can drop off a demo, go no go negotiate, or even add pending signature.

So how do you quantify and see which which among these open stages are the most popular stage that you have? Have. So one way to do it is fairly simple. So you could, build out a journey report like this, and you can just hover over your closed loss, and you can see where are your deals mostly falling off from and, where where do they lie.

So let's mark this optional as well and just do a refresh again. So now it's gonna showcase to you all of the drop off points where, like, what is the most popular and what is the least popular, and you can see the actual parts and and the numbers and the average time and all of that. This will be pretty cool, but you cannot really leverage this data anywhere else out of this particular tool. So and this requires sales enterprise only.

You can do another visualization that I I'll show you in a second. Now, we have totally get got rid of this closed one, and these are only showing the path towards closed loss. And you'll see the conversion in between and the jump offs directly through different stages. So this is one way to do it, but again, you cannot use this data anywhere else.

So how we actually do this, here's the workaround. So first thing, you'll build a property. It's it will be called as final stage before lost. And I'm assuming, I'm building this setup just for this demo, that I only have one pipeline.

But if you have more than one pipeline, then you need to, you know, keep your, stage names, like, all of the open stage names into these properties, including all of the other pipelines. And if you wanna notate somehow that, okay, this stage is for pipeline one versus pipeline two and so on and so forth, feel free to do it. So I'm not gonna go into those details because I wanna explain the high level concept on how do we actually achieve this. Your setup might be very unique from mine.

So first, you'll build a property with all of your open stages. So in, in a pipeline, we are I'm using a playbook pipeline as a reference pipeline that we use for education internally. And basically, what I'm saying, our deal is known. Ensure that, re enrollment is not on, and, this one is off.

And save. Basically, then I'm gonna check, which stage, this particular deal is in right now. Based on this stage, we are gonna mark, what is the final stage before lost. Now what?

This is gonna, do it, for you. It's gonna start capturing those properties, and it's gonna cut off when a deal is move to close one. Remember this, workflow. The workflow is looking at is deal closed is false.

So only the open deals will be activated and, you know, work through this particular workflow.

And this property is gonna fill up your database. And based on that, you can actually quantify, hey, either identify need or stage one or stage two or stage five is my most popular stage. And then you can segment it by teams. You can segment it by, salesperson or or whatever, secondary partition you wanna make of this particular data point.

So, yeah, I just wanted to, quickly highlight on, how you can achieve this, using the sales stages solution that we rolled out for, every other, part partner or customer that we work with here at RP. So that's pretty much it. I'll see you in the next video. Thank