Reading these charts
Outreach = Leads (cold reach to legislators, advocates and funders). Engagements = Deals (the work PN3 delivers). They are two separate pipelines. A qualified Outreach Lead converts into an Engagement / Deal, carrying its context across without re-keying.
These charts reflect the live HubSpot setup.
1 · Outreach Lead pipeline
The Outreach Lead pipeline. A Lead moves through contact stages; if it qualifies it converts into an Engagement / Deal.
Captured at lead creation
State · Issue Area · Tier · Source · Owner · Audience type, so a qualified Lead already carries everything the Engagement / Deal needs.
Three outreach types
Bill outreach to legislators · targeted outreach to state advocates · outreach to national partners / funders.
2 · Engagement / Deal pipeline
A qualified Outreach Lead becomes an Engagement / Deal and enters the pipeline. Attribution carries across, no re-keying.
Carries across on convert
State · Issue Area · Tier · Source · Owner, the lead's context becomes the deal's, entered once.
Deal type = work delivered
Presentation · Testimony · BCA · Info request · Citation · Data support · Consult · Guest blog.
Key rule
One legislator (Contact) can sit behind many Engagements / Deals across states and issue areas, each logged as its own Deal.
3 · Events, Campaigns & the objects
These objects don't run in a line, they interlink. The Contact sits at the centre, with the Company, Events, Campaigns and the Engagement / Deal connected around it.
A Deal is linked to both its Contact (the point of contact requesting it) and its Company. The dotted line is optional: a Contact, or a list of contacts, can also be linked to a Campaign when needed.