Add source of truth information for BD

business-development/bd-overview.md

@@ -12,7 +12,7 @@ Business Development is critical to 2i2c and is responsible for:
 
 The Business Development team is guided by the following three-pronged strategy:
 
-1. **Maintain base.**  Make current users happy. Strive for zero churn. Resolve support issues. Empower champions to describe the value 2i2c enables. Make renewals easy. 
+1. **Maintain base.** Make current users happy. Strive for zero churn. Resolve support issues. Empower champions to describe the value 2i2c enables. Make renewals easy.
 2. **Growth.** System to get more leads (marketing). System to convert leads to customers (new sales). System to get more revenue through renewals (renewal sales).
 3. **Capture revenue.** Collect membership fees, usage fees, fees for add-on services. Recover cloud costs. Strive for zero losses.
 
@@ -30,21 +30,45 @@ The Business Development team is guided by the following three-pronged strategy:
 
 1. Iteratively improve 2i2c's business model
 2. Know science and philanthropy well enough to sell and seek grants
-2. Strategic enough to prioritize and focus on highest value sales
-3. Uses & improves systems to triage & manage work
-4. Builds "executive" client relationships with org leaders, program directors
-5. Maintain relationships, escalation point if those people aren't happy
-6. Comfort with selling / asking for money
-7. Capability to report on value delivery to purchasers
+3. Strategic enough to prioritize and focus on highest value sales
+4. Uses & improves systems to triage & manage work
+5. Builds "executive" client relationships with org leaders, program directors
+6. Maintain relationships, escalation point if those people aren't happy
+7. Comfort with selling / asking for money
+8. Capability to report on value delivery to purchasers
 
 (slack:business-development)=
+
 ### The Business Development Slack channel
 
-- The [`#business-development` Slack channel](https://2i2c.slack.com/archives/G015W2KSBCP) is for discussions around the business and membership lifecycle.
-- The [`#business-development-airtable-updates`](https://2i2c.slack.com/archives/C08AZTGAUBX) is for tracking ongoing conversations around automated updates from AirTable.
-- The [`#business-development-hubspot-updates`](https://2i2c.slack.com/archives/C08PQQHH3U5) is for tracking ongoing conversations around automated updates from HubSpot.
+-   The [`#business-development` Slack channel](https://2i2c.slack.com/archives/G015W2KSBCP) is for discussions around the business and membership lifecycle.
+-   The [`#business-development-airtable-updates`](https://2i2c.slack.com/archives/C08AZTGAUBX) is for tracking ongoing conversations around automated updates from AirTable.
+-   The [`#business-development-hubspot-updates`](https://2i2c.slack.com/archives/C08PQQHH3U5) is for tracking ongoing conversations around automated updates from HubSpot.
 
 ## Key Roles
 
 -   [Business Development Lead](roles/bd-lead.md)
 -   [Sales Account Executive](roles/sales-account-executive.md)
+
+## Sources of Truth (where we store information)
+
+Business development stores information across different software platforms.
+
+### Project management
+
+The [BD Team Board](https://github.com/orgs/2i2c-org/projects/61/views/1?filterQuery=) Github project board is used to track tasks and activities that pertain to:
+
+-   Operationalizing BD's strategy
+-   Creating content supporting content (e.g. sales or marketing assets)
+-   Improving the effectiveness of the team's processes.
+
+Additionally, BD related initiatives will be found on this board. Occasionally, some tasks are replicated on [Delivery Enablement/Operations](https://github.com/orgs/2i2c-org/projects/50/views/14) board because a member of that team is tasked with operationalizing the work.
+
+### Deal and CRM information
+
+We currently use Hubspot for managing our Sales/Deals pipeline. We previously used a custom built Airtable solution and are pivoting to Hubspot. All new Deals and sales opportunities should be stored in Hubspot with links back out to Airtable.
+
+### Engagement project management
+
+We use Airtable to manage Engagements. The primary interface is the [Engagement interface](https://airtable.com/appbjBTRIbgRiElkr/pagpZcdEaghJQiYH3).
+The [Engagement management](engagement.md) section goes into greater details about this delivery stage.