Primary Interest

Primary Interest says which EO programme someone is here for. Pick one value per person.

It decides what they get invited to, so getting it right saves everyone a lot of irrelevant email. This one is EO's own field, not a HubSpot one.

What are the values?

• Membership. Standard EO chapter membership. They want to join as a full member.
• Key Exec. The Key Executive programme, for senior leaders inside EO member companies.
• Accelerator. EO Accelerator, for entrepreneurs who are not at full membership size yet.
• SAP. Strategic Alliance Partners. Someone whose connection to EO runs through a partner organisation EO works with, rather than through a membership of their own.
• SLP. Spouses and Life Partners. The programme for the spouses and life partners of members.
• Next Gen. EO Next Gen, for children and young adults in EO member families.
• Rise. EO Rise, for emerging entrepreneurs and next-generation leaders.
• Podcast. They engage through the EO podcast rather than events or programmes.

When do you set it?

At your first real conversation. An intake call, an event follow up, or a look at their application.

Why only one value?

Because a field where everything is ticked selects nobody.

HubSpot would let this be a multiple choice field. EO deliberately keeps it to one, so that a group of people picked by Primary Interest is actually a group. If someone genuinely spans two programmes, put the second one in a note.

Where do you go next?

• Personal Interest. How they like to take part, which is a different question.
• Lifecycle Stage. How far along someone is with EO.
• What happens to your chapter, stage by stage. When this gets captured during your rollout.