Basic Opportunity Review Worksheet
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Instructions for Use: 1. Use [File | Make a Copy] to save a copy to your own Google Drive then use [File | Share] to share a copy with your Hubspot Strategist and/or Inbound Marketing Specialist prior to your Opp Review Call
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2. *Make sure to order your opportunities from top to bottom based on their discussion priority on our call.
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Company NameURLYour Contacts Name and Role# of Employees? (Approx)Has the Lead Been Registered at var.hubspot.com?Brief Opportunity DescriptionNext Step and TimingDo you have specific questions or challenges? What are they?
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Sample Company ABCwww.abc123.comPresident - Joe Smithyes50 person Manufacturing Company referred through a close associate. Frustrated with current website performance and looking to generate more leads. Trying to schedule first meeting
- What should I look or in qualifying an opportunity like this?
- What are good potential next steps after the first meeting?
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