What the fields mean, and what chapters ask.

Lifecycle Stage

The one field that says how far along someone is with EO, from a name you just met to a full member.

Lead Status

Where a possible new member has got to with you, for anyone who is not a member yet.

Current Status

Where a member stands right now, for anyone who has already joined. Nine values, including three different ways of having left.

Primary Interest

Which EO programme someone is here for. One value per person, and it decides what they get invited to.

Personal Interest

How someone likes to take part in EO. Tick more than one if that is the truth.

FAQ

The questions chapters ask before they sign off, including what the three deal columns in the template are for.

Critical Rules

The things that must not be done to the integration, and the real damage behind each one. For the people who change it, not for chapters.

Application to Member flow

Where deals come from, followed through one person's journey from a name in HubSpot to a paid-up member.