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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