First time caller, long time listener!
Let’s pretend that I have a business that has been using various tools outside of HubSpot for years. Why? Because we were figuring things out and learning as we go.
Do you have any advice on how to audit my assets outside of HubSpot and even better, do you have any recomendation on how I should execute a migration to HubSpot that would set us up for success and not make us regret our decision. Lastly, do you have a recommended cadence of auditing and actioning the audit of your CRM.
Having fun,
d