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      CRM Second Interview

      See the below instructions for what to be prepared for in your Second Interview

      As part of your Second Interview, we like to give you an opportunity to get a feel for HubSpot and have a basic understanding of some key elements of the CRM team's deliverables.

      In advance of your Second Interview:

      1. Navigate to https://developers.hubspot.com/get-started
      2. Here you will be able to create a Free App Developer account, if this is your first time logging into HubSpot, you will need to create a free login and verify your email address.
      3. Follow all prompts
      4. Once logged in, select "Create a test account"
      5. Select "Create App Test Account"
      6. Follow Prompts
      7. You should end up on the Dashboards Page

      See below video for direction:


      Now that you have your Trial CRM ready to go, have a go at setting up your CRM as follows:

      1. Create a Deal Pipeline that is reflective of a Plumbing Business' sales process
      2. Create at least one property of each property type on any object/s that a plumber might use
      3. Create a Ticket Pipeline that is reflective of a plumber's service process
      4. Consider (and build if you can) some workflows that a plumber might use to increase their sales and/or service efficiency
      5. Consider (and build if you can) some reports that a plumber might use to understand how their Sales/Service Teams are performing
      6. Define and create association labels between a Contact and a Company
      7. Create a Contact, a Company, a Deal and a Ticket and associate them all together
      Information and instructions for each of these should be available either through the academy or on HubSpot's knowledge base.

      During the Second Interview:

      • Feel free to raise any questions you've had about the CRM
      • We will walk through what you have configured in the CRM
      • You will explain the reasoning behind why you have configured the CRM in the way that you have and how the decisions made through this process will add value to the Plumbing Business