HubSpot

Client Relations

• How to send an email sequence?
• How do I manage Relationships inside of HubSpot
• How to Create Expectation Meeting Link
• How to input expectations into Hubspot
• What to do when a client wants to edit your agreement or create their own?
• How to create Expectation Meeting Notes

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Digital Agreements

• How to create a client agreement and quote via Hubspot
• How to send a digital agreement to a client for signature.
• How to upload a PDF of agreement into Hubspot for Approval
• Client having trouble verifying a digital agreement?

Coaching Others

• How do I review my staff's Hubspot usage?

Contact Management

• What do I do when a contact asks to be unsubscribed?

Dashboards

• What is the Client Relations Divisional Dashboard?