Sales 1 Prerequisites Checklist
Note: This checklist must be completed prior to our meeting.
Created: Account Setup and Activated
Profile: Public-facing Profile filled-in and standardized with other accounts (i.e. same descriptions, etc.)
PM Added: Added "email@example.com" to account. This is needed for me to support both during and beyond the intensive. The PM will not modify anything or contact anyone through your account.
HubSpot or other CRM
|HubSpot / CRM Checklist|
|Define Your Deal Stages|
|Invite Your Team|
|Optional: Additional HubSpot Functions|
|Initial Sales Goals (#s)