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What is They Ask, You Answer

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HubSpot Training & Implementation

HubSpot Training & Implementation
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We're excited to start your Contact Database
Health Checkup! 

We'll send a follow up to your email with the below information so you have it handy.

Here are your next steps:

  • Before our team can get started, I'll need you to grant me access to your portal. Please add jbachir@impactbnd.com and make sure I have access to view your contacts and use the list tool.
    • If you need a little help, check out this help doc or let me know!
    • The settings should look something like this, with View access being everything and all others being None (Marketing, Sales, Service should be None)
      HubSpot-Contact-View-Access
  • It will take our team up to 72 hours to complete your check-up. My colleague, Kate Fodera, will be reaching out to set-up a review call where we'll go over our findings and what you can do right away to improve your portal and what you can be doing in the future.
  • Before the review call, I recommend checking out the following resources to get the most out of our conversation.
In The Meantime, Here Are Some Resources to Help You Learn More About HubSpot Training