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 "evan.dileo@techstars.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.
| Account |
Created |
Profile |
PM Added |
|
HubSpot or other CRM |
|||
| HubSpot / CRM Checklist | |||
| Email Integration | |||
| Create Filters | |||
| Import Contacts | |||
| Define Your Deal Stages | |||
| Website Integration | |||
| Invite Your Team | |||
| Optional: Additional HubSpot Functions | |||
| Initial Sales Goals (#s) |
|||
| Sales Metrics | Annually | Quarterly |
Monthly |
| Prospects | |||
| Qualified Leads | |||
| Opportunities | |||
| Customers | |||
| Revenue (Currency) | |||