A great way to fill time when you have no active tickets is to use an audit to get some ideas! Maximize your subscription with us.
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Have you given everyone in your company access to this Hubspot account?
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What Hubspot tier is this account on? Are you open to Upgrading
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Please tell us about your companies 90 day goals, what are your main objectives?
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Can you describe how you. currently use the CRM, what was the your original objective to acquire Hubspot?
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What is the goal of this Audit?
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Is there anything specific you need us to take a look at and give you recommendations to improve?
Please select:
* Marketing
* Sales
* Contacts
* Services -
If you selected Sales: What are your sales team biggest challenges? What are the bottlenecks that are blocking you to be selling more roofs or solar systems?
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If you selected Marketing: What are your marketing team biggest challenges? Lead quality, data analysis, attribution modes, etc?
- If you selected Service: Where are you currently dropping the ball? What kind of customer service issues are your encountering? What is slowing you down?
- What is the question you are trying to answer? What decision are you trying to make based off of the information or use of your CRM?
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Is there any additional information that you consider important for us to know to meet the audit goal?