Preparing for a move from a different CRM to Hubspot CRM - usually this will be with clients that have made the decision to move to the Hubspot CRM. It is unlikely they will be implementing marketing.
Prior to engaging with a new CRM implementation, this process is vital to give an understanding of the complexity involved and the impact on time and billing.
Step 1 of the process
Inform the client of the need to conduct a review of their current CRM use. Schedule a 2 hour CRM discovery session.
Step 2 of the process
Conduct the session using the 'CRM discovery Discussion and question set' as a guideline.
Step 3 of the process
Document the findings and feedback to the client.
Step 4 of the process
Schedule and conduct a 30 minute feedback session with BBQ sales to define expected complexity and help define pricing model.