HandRaisers Assignment Flow

1. Overview

Inbound leads at Varsity Tutors for Schools (VT4S) come from all public-facing forms, including:

• Pricing forms

• PPC landing pages

• Form calculators

• Core transfer forms

• Contact Us (main site form)

2. Lead Disqualification Criteria

• Persona Routing Logic:

  • School Admin → Qualified → Routed to SDR

  • Parent / Tutor / Student → Disqualified → Routed to Sarah Rylot’s team via spreadsheet

• If automatically disqualified, system actions:

  • Set Lifecycle Stage = Unqualified

  • Set Lead Status = Unqualified

  • Add to disqualified spreadsheet for Sarah Rylot’s team

3. Inbound Flow (For Qualified School Admins)

• Automated Field Assignments

  • HandRaiser = Yes

  • Record HandRaiser Date

  • Assign SDR via territory workflow

• Internal Notifications

• • SDR receives email + in-app notification

  • System sets Assignation Date

4. Meeting Handling Logic

• Step 1: HandRaiser Meeting Booked?

  • Yes →

    • System sends confirmation email

    • SDR owns the lead (no deal creation yet)

    • 10 minutes after meeting end → contact is enrolled in Hot Inbound Sequence

  • No →

    • Systems sends an email inviting the contact to book an intro call.

    • Contact is enrolled in Hot Inbound Sequence  immediately for easier SDR follow up. 

• Step 2: Handoff Meeting Loop

  • After the intro call:

    • If AE Handoff Booked (via shared link)

      • → ✅ Deal created automatically

    • If Not Booked

      • → ❌ Deal creation delayed until handoff meeting occurs

5. Tips & Best Practices

• 🔔 Monitor HandRaiser = Yes via SDR dashboards or assignment emails.

• 🏫 If no company association at handoff meeting time → system retries deal creation in 24 hours.

• 📅 Use meeting types correctly:

  • Intro Call → first SDR contact

  • SQL Handoff → AE transition

6. Troubleshooting

🔁 Got assigned an inbound lead that isn’t a school admin? Check persona selection. If incorrect, reassign via RevOps.

❌ Didn’t get an inbound notification? Verify the contact field "HandRaiser = Yes" and HandRaiser Date or double check your in-app notifications.

🛠 Still stuck? Reach out in #sdr-team-hubspot-and-systems  on Slack.