Before you begin
Short answers are fine. If you don't know something, write "not sure" and keep going. There are no wrong answers. We want to know how things actually work, not how they're supposed to.
It helps to have these on hand:
- Your current CRM’s edition and contract renewal date (usually under billing or account settings)
- Rough counts of your contacts, companies, and open deals or cases
- A list of the other software your firm uses, and which tools connect to your CRM
- Names and emails for three to five team members who will take a short survey
Please submit the form within one week of your kick-off meeting.
What we’ll ask
About your firm. Your size, your team, who manages your CRM today, and who will own HubSpot after launch.
Your current CRM. Which system you use, how many people log in, when the contract renews, how much data it holds, and how far back to bring records over.
Your tech stack. The other systems your firm runs on, and which ones connect to your CRM.
How work flows today. How leads come in, what happens when a client signs, and where the details live.
Your team. Who should receive our 10-minute team survey.
Documents to share. Anything you already have, like SOPs, checklists, or reporting spreadsheets. Rough drafts are welcome.
