Discovery – HSI Full Build – (dz)CRM — Day zero; HSI (full build) What is your email address?*Have you purchased HubSpot already?*Please select an answerYesNoWhich hubs and which tiers did you purchase?*Who will be our main point of contact at your company for questions and/or decision making regarding HubSpot migration and setup?*Is there anyone else who should be copied on HubSpot Implementation related emails and/or important updates? — Please list each person's name, role, email address, and indicate whether they should receive all HubSpot-related emails or just key updates.*Who should be added as users to your HubSpot account?*Which of these users should receive paid SalesHub seats?*How would you like to handle communication with your HubSpot users about things like setting up their user account and profile?*Please select an answerSend the information my way and I'll communicate with my teamI'll introduce you to my team via email, and you can take it from thereFeel free to reach out to my team directly at any time during the ImplementationLet’s discuss this!What is your company time zone?*When does your company's fiscal year start/end?*What currency do you want as the default currency for your HubSpot account?*Do you want to require 2FA for your HubSpot Users? — Two Factor Authentication (2FA) increases the security of your HubSpot account, but users will need to have a separate device (phone or tablet) on hand every time that they sign in. If you are already using Google Workspace, SSO is another secure option.*Please select an answerYesNoDo you have a written style guide or brand kit that details colors, fonts, and/or logos that you would like to use to customize forms or emails within HubSpot?*Please select an answerYesNoAre you already using a meeting scheduler?*Please select an answerYesNoWhat meeting scheduler are you currently using?*Will you be replacing this with HubSpot’s meeting scheduler? (Recommended)*Please select an answerYesNoAre you interested in implementing any of the following in your HubSpot account? — Select all that apply.* Tracking which companies visit your company website Setting up group and/or round-robin meeting scheduling links in HubSpot Linking a catch-all email address (e.g. sales@yourcompany.com) to your HubSpot CRM Linking messenger apps (Facebook Messenger, WhatsApp) to your HubSpot CRM Accepting payments through HubSpot Setting up quotes/invoices and a custom product library Integrating a VOIP that records and/or logs calls in your HubSpot CRM Integrating an existing VOIP Creating and/or integrating lead capture forms Setting up email snippets, templates, and/or sequencesDo you want to use existing copy and/or sequences?*Please select an answerYesNoHow many email templates?*How many sequences?*Do you need IRC to assist with sourcing or creating email copy?*Please select an answerYesNoWho will be creating the email copy?*Does HubSpot need to be integrated with any other software or systems?*Do some leads have qualities that make them MORE likely to close or be a high-value deal?*Do some leads have qualities that make them LESS likely to close or be a low-value deal?*Any other comments regarding your HubSpot implementation?*Δ
