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IC Bunker Founding 100 | Rollout Guide

Internal reference for managing dealer selection, onboarding, Gateway fulfillment, activation, and post-installation follow-up.

The IC Bunker Founding 100 program introduces Bunker to a select group of 100 dealers through a phased rollout.

The initial phase focuses on 20 selected dealers who are ready to deploy their first Bunker system.

The goal is to ensure each dealer is properly qualified, onboarded, registered for recurring revenue payments, and supported through their first installation.

This guide outlines the responsibilities, HubSpot updates, and automated actions involved in each stage.

1. Dealer Selection & Initial Contact → Sales Team

Step 1: Select Dealers

Sales Leadership identifies the initial 20 dealers participating in Phase 1.

Step 2: Update HubSpot Company Record

On the dealer's Company record, update:

  • Property: Bunker Founding 100 Status
  • Value: Approved

Automated Action:
HubSpot automation sends the Founding 100 selection email from the Secondary Company Owner (based on properties above), informing the dealer of their selection and upcoming Sales follow-up.
Workflow: 1.1

2. Qualifying & Initiating Onboarding → Sales Team

The assigned Sales Representative contacts the dealer to confirm:

  • They have a customer or upcoming project ready for Bunker.
  • They can install and activate the Gateway within 20 days of delivery.
  • They understand that their customer must select and prepay for a one- or two-year Bunker subscription before the Gateway ships.
  • Inform dealers they have 3 business days to complete their onboarding application.

Once the dealer confirms readiness, update the Company record in HubSpot.

Dealer Status Status Update HubSpot Property
Ready to proceed If qualified: Proceed with Phase 1 onboarding. Bunker Rollout Phase = Phase 1
Not ready to deploy If not ready: Keep the dealer in the Founding 100 program for a future rollout phase. Bunker Rollout Phase = Phase 2 

Automated Action: Setting the property to Phase 1 triggers the onboarding application email from Matt Sailor.
Workflow: 1.2

3. Create the Bunker Deal → Sales Team

After initiating onboarding, create a new HubSpot Deal associated with the dealer's Company and Primary Contact.

Deal Naming Convention:

Company Name - IC Bunker Founder 100 Phase 1

Required Setup:

  • Associate the correct Company.
  • Associate the contact responsible for signing the agreement.
  • Add the BUNKER1 line item.
  • Keep the Deal in the Opportunity stage.

Do not create the quote until the onboarding application has been submitted.

4. Send the Founding 100 Quote/Agreement  → Sales Team

When the dealer submits their application, HubSpot automatically creates a task for the Contact Owner to prepare the agreement.

Quote Requirements

Field Requirement
  Quote Template   IC Bunker Founder Agreement
Product BUNKER1
Discount Code BUNKERFOUNDER
Discount 100% one-time
Signature Electronic signature required
Buyer Authorized dealer contact

Send the agreement to the dealer for signature.

Automated Action: Once the agreement is signed, HubSpot creates a Customer Success task to initiate Stripe registration.
Workflow: 1.4

5. Initiate Dealer Stripe Registration → Customer Success

Once the agreement is signed, Customer Success updates the following HubSpot properties to initiate the Stripe Connect registration invitation.

Update HubSpot Property Required Action
Bunker Status Effective Set to Active
Bunker Programme Status Enter agreement signature date
Bunker Onboarding Contact Select the dealer's Stripe registration contact
Bunker Onboarding Email Enter the email for Stripe onboarding communications

Automated Action: The properties sync to NetSuite, which initiates the Stripe registration invitation.

The dealer must complete their Stripe registration before Gateway fulfillment proceeds.

6. Confirm Stripe Registration → Customer Success

Customer Success receives an automated task to check the dealer's Stripe activation status.

Dealer Status Update HubSpot Property
If Stripe Registration Is Incomplete Move the task due date to the following business day and continue checking until registration is confirmed.
If Stripe Registration Is Complete Update the associated HubSpot Deal property:

IC Bunker Stripe Activation Date

Enter the confirmed activation date.

Automated Action: HubSpot creates a task for the Contact Owner / Order Processing to begin Gateway fulfillment.

Workflows: 1.5, 1.6, 1.7

7. Gateway Shipping → Order Processing & Customer Success

Order Processing begins preparing and shipping the Bunker Gateway.

Once the Gateway ships and tracking information is available, Customer Success updates the associated Deal record with the shipment tracking link.

Shipment Status Update HubSpot Property
Tracking number is available  Success inputs the tracking url in the HubSpot Deal Property 
IC Bunker Gateway Tracking Link

Automated Actions:

  • The dealer receives a Gateway shipment confirmation email.
  • Customer Success receives a task to monitor Gateway delivery.

Workflows: 1.8.1 and 1.8.2

8. Confirm Gateway Delivery → Customer Success

Check the shipment tracking link to confirm delivery.

Delivery Status Update HubSpot Property
If Still in Transit Move the task due date to the following day and continue monitoring.
  If Delivered

Update the HubSpot Deal property: Enter the confirmed delivery date.

IC Bunker Gateway Delivery Date

Automated Actions:

  • The dealer receives a delivery confirmation email.
  • Customer Success receives a task to monitor installation and subscription activation.
  • The 20-day installation commitment period begins.

Workflow: 1.8.3

9. Monitor Installation & Activation → Customer Success

Check Stripe to confirm that the dealer's end customer has activated their Bunker subscription.

Install Status Update HubSpot Property
If Not Activated Move the task due date to the following day and continue checking.
  If Activated

Enter the confirmed activation date in the Deal property:

IC Bunker Install Date

Automated Actions:

  • HubSpot sends the installation confirmation email.
  • The dealer receives the post-installation survey.
  • The Deal's IC Bunker Survey Status is set to Sent.

Workflow: 1.9.1

10. Post-Installation Survey → Customer Success

The post-installation survey is a required part of Founding 100 participation.

It collects feedback on installation, hardware, software, the homeowner experience, and opportunities for improvement.

Survey Completion - Automated Actions

When the dealer completes the survey, HubSpot adds the contact to the appropriate segment and updates the Deal's IC Bunker Survey Status to Complete

Workflow: 1.9.2

11. Survey Follow-Up & Escalation → Customer Success

Timing Action Responsible Team
2 days after initial survey Automated reminder email if incomplete Customer Success sender
2 days after reminder Task to contact dealer if incomplete Customer Success
1 day after task stage Internal escalation email if incomplete Customer Success, Deal Owner, Sales Leadership

Customer Success should confirm the dealer received the survey link and remind them that completion is required as part of Founding 100 participation.

The final escalation provides visibility to Sales Leadership so the teams can coordinate additional follow-up.

Important Reminders

  • Only qualified, deployment-ready dealers should be placed in Phase 1.
  • Gateway fulfillment begins after the required agreement and Stripe registration steps.
  • Installation and activation are expected within 20 days of Gateway delivery.
  • Always update the appropriate HubSpot Deal or Company property to trigger the next workflow.
  • Do not assume a workflow has triggered without verifying the appropriate record update.
  • The post-installation survey is mandatory for Founding 100 participants.