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SOP 09: Reviewing Companies Associated with a Product

To understand which companies are linked to a product record and identify the role each company plays within the project lifecycle.

When to Use

Use this process when:

  • Reviewing customer ownership.
  • Confirming launch sites.
  • Identifying retailers linked to a project.
  • Understanding account relationships.
  • Preparing for project discussions.
Before You Start

You must have:

  • Access to HubSpot.
  • Access to a product record.
  • Permission to view associated companies.
Video Walkthrough

🎥 SOP 09 – Companies Associated with a Product

Process Steps

Step 1: Open the Product Record

  1. Navigate to the Sample Tracker.
  2. Open the required project.
  3. Locate the Companies panel on the right-hand side of the screen.

Step 2: Review Associated Companies

The Companies section displays all businesses associated with the project.

Each company may have a different role within the project.

Step 3: Identify the Primary Account

Locate the company marked:

Primary

The Primary Account is typically:

  • The main customer.
  • The primary account holder.
  • The commercial owner of the project.

Example shown:

Dunbia UK (Primary Account)

Step 4: Review Customer Tier Information

Review customer classifications such as:

  • Tier 1
  • Tier 2
  • Tier 3

This information helps identify customer importance and account priority.

Step 5: Review Company Roles

Companies may be assigned different relationship types.

Examples include:

Account

Primary customer account.

End Retailer

Retail customer receiving the final product.

Launch Site

Manufacturing or production site where the product will launch.

Step 6: Review All Associated Companies

Check each associated company and understand:

  • Their role in the project.
  • Their relationship to the product.
  • Whether they are customer, retailer, or launch site.
Best Practice

Before discussing a project:

✓ Identify the Primary Account.

✓ Understand retailer relationships.

✓ Review launch site information.

✓ Review customer tiers.

✓ Understand all linked businesses.

Common Mistakes

❌ Assuming all companies are customers.

❌ Confusing launch sites with retailers.

❌ Missing the Primary Account designation.

❌ Ignoring customer tier information.

❌ Reviewing only the first associated company.

Success Criteria

The process is complete when:

✓ The Primary Account has been identified.

✓ Associated companies have been reviewed.

✓ Company roles are understood.

✓ Customer relationships are clear.

✓ Launch site information has been identified.

Related SOPs
  • SOP 08 – Reviewing the Details of a Product
  • SOP 07 – Assigning a Chef Lead
  • Customer Management Processes