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Understanding HubSpot Implementation Discovery Sheet

We understand the discovery sheet might look extensive at first glance. This guide will help you understand why this document is crucial for your success and how to approach it effectively.

Why This Discovery Sheet Matters

Think of this discovery sheet as the blueprint for your new digital home. Just as you wouldn't build a house without detailed plans, we can't build your perfect HubSpot environment without understanding your specific needs, workflows, and goals. This document will:

1. **Save Time & Resources**: By collecting all requirements upfront, we avoid mid-implementation changes that could delay your project
2. **Ensure Accuracy**: Your responses guide us in configuring HubSpot exactly as your business needs it
3. **Maintain Alignment**: Serves as our shared reference point throughout the implementation process

## How We'll Use This Information

Every section of the discovery sheet serves a specific purpose in your HubSpot implementation:

### 1. Training & Technical Requirements
- **What We Ask**: Required app installations and training course links
- **Why It Matters**: Ensures your team has the necessary tools and knowledge from day one
- **How to Fill**: Simply check if you can access these tools/links and note any installation issues

### 2. User Access & Roles
- **What We Ask**: Team member details and their required access levels
- **Why It Matters**: Proper access configuration is crucial for security and workflow efficiency
- **How to Fill**: List team members who need HubSpot access and their roles in your organization
- **Pro Tip**: Include your organizational chart to help us understand reporting relationships

### 3. Basic Setup Information
- **What We Ask**: Domain details, brand assets, and company information
- **Why It Matters**: Creates a professional, branded experience across all HubSpot tools
- **How to Fill**: Gather your brand guidelines and company details before starting

### 4. Sales Process Configuration
- **What We Ask**: Your sales pipeline stages, document templates, and email sequences
- **Why It Matters**: Ensures HubSpot mirrors your actual sales process
- **How to Fill**: Document your current sales stages and gather existing templates
- **Pro Tip**: Include real examples of emails and documents you currently use

### 5. Marketing Requirements
- **What We Ask**: Email templates, forms, and channel access
- **Why It Matters**: Enables seamless marketing operations from day one
- **How to Fill**: Share existing marketing materials and channel access details
- **Note**: We'll need access to your marketing channels for integration

### 6. Service Hub Setup
- **What We Ask**: Support processes, ticket pipelines, and customer communication preferences
- **Why It Matters**: Creates an efficient customer service environment
- **How to Fill**: Document your current support workflow and service standards

### 7. Data Structure
- **What We Ask**: Required fields for contacts, companies, deals, and tickets
- **Why It Matters**: Ensures you capture and organize the right information
- **How to Fill**: List the essential information you need to track for each record type

## Best Practices for Completing the Sheet

1. **Take It Step by Step**
   - Don't feel overwhelmed - complete one section at a time
   - Reach out to us if any section needs clarification

2. **Involve Key Stakeholders**
   - Sales team input for pipeline configuration
   - Marketing team insights for communication templates
   - Service team feedback for support processes

3. **Be Thorough**
   - The more detail you provide, the better we can configure your system
   - Include examples whenever possible
   - Don't skip sections - mark "N/A" if not applicable

4. **Think Long-Term**
   - Consider future needs, not just current requirements
   - Include processes you plan to implement soon

## Timeline and Process

1. **Discovery Phase** (Where you are now)
   - Complete the discovery sheet
   - Gather necessary assets and access credentials
   - Internal stakeholder review

2. **Review Phase**
   - We'll review your submissions
   - Schedule a clarification call if needed
   - Finalize implementation requirements

3. **Implementation Phase**
   - Configure HubSpot based on your requirements
   - Regular check-ins and progress updates
   - User testing and feedback

## Support During This Process

You're not alone in this process! We're here to help:
- Schedule a discovery sheet walk-through call
- Ask questions about specific sections
- Request clarification on any requirements

## Next Steps

1. **Start with the Basics**
   - Complete the technical requirements section
   - Gather your team information
   - Document your current processes

2. **Schedule a Discovery Meeting**
   - Review the sheet with your team
   - Prepare questions for our team
   - Begin collecting required information

3. **Set Internal Deadlines**
   - Plan time for completing each section
   - Schedule internal review sessions
   - Set a target completion date

Remember, this discovery sheet is a living document that will guide both our teams throughout the implementation process. The more accurate and detailed information you provide, the more successful your HubSpot implementation will be.

Need help? Contact your implementation specialist at any time. We're here to ensure your HubSpot journey starts on the right foot!