Posted on March 29, 2023Scenario: On a call with Gary’s Good Boys, you learn that this pet store franchise has budgeted several thousand dollars to integrate their old database with HubSpot over the course of the next quarter. What information is missing? Challenges, Goals, PlansTimeline, Consequences, ImplicationsBudget and AuthorityNone of the abovePost navigationPrevious post: During the summarize and position step of the integration discovery call, how many of the client’s challenges should you summarize?Next post: Select all that apply. When you build a custom object, what key elements must you define?
