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What you'll need to set-up your HubSpot CRM

You're very busy and we value your time!
Follow these key steps beforehand to maximize our time together.

IMPORTANT — make sure you have:

A list of your existing contacts and any relevant information such as names, emails, etc.
Copy of your sales pipeline structure plus any specific sales processes, critical to your business
Access to your Facebook Ads account
A list of forms currently on your website
1-5 sales-related documents

For questions about your CRM or its preparation, email us at hello@welovetoast.com.