Meeting Agenda & Explanation
Tune your CRM to fix any issues and optimise the experience for your Sales Teams and Management.
- Recap of design
- Q & A
- Design tweaks
- Close Down & Next Steps
Outcomes & Outputs
- By the end of the coaching session, the team should be happy that they can use their CRM to it's most effect.
Length & Facilities
Allow 1 hour for this session
If we are doing this session at your location we will need:
- Access to the presentation room 15m prior to the session to setup
- A projector or screen to present on with HDMI or Universal Connector (if your screen does not support these formats please let us know prior to the session)
- Access to WiFi (please send us details prior to the session)
Your team will need to bring:Just themselves, but it really helps if they can do any prework/thinking around...
- Where they have struggled
- How they think this could be solved
- What information is missing on Contact, Companies, Deals and Tickets
- Are they following the process correctly
Who typically attends these sessions
Anyone who is using HubSpot on a day to day basis.
These sessions are limited to 3 client attendees and assume an existing knowledge of Sales CRM concepts and some existing experience with Sales Process Design or Sales Team Leadership.
Typically these sessions are facilitated by the Sales Design Lead + Sales Design Configurator on Your Project.
This Session can be scheduled 1-2 weeks post cutover to the HubSpot CRM.
Internal Use Only
Snippet reference: #coaching