Book Discovery Call
Explained
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The primary aim of a Discovery Call about HubSpot is to understand the specific needs, challenges, and goals of the client's company and to identify if HubSpot's suite of tools can provide a solution. It's a two-way conversation where both the potential client and Pro CRM can assess if there’s a good fit between the business needs and HubSpot's offerings.
Agenda:
1. Introduction
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Brief introduction from both sides.
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Overview of the call's agenda and objectives.
2. Understanding the Client's Business
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Discuss the nature of the client’s business.
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Unearth pain points, challenges, and goals.
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Learn about the current systems and tools they use.
3. Introduction to HubSpot
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Brief overview of HubSpot as a company and its solutions.
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High-level introduction to HubSpot’s core offerings: CRM, Sales, Marketing, and Customer Service Hubs.
4. Matching Needs with Solutions
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Based on the earlier discussion, highlight HubSpot features that align with the client's needs.
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Demonstrate how HubSpot can address specific pain points, support goals, and potentially integrate with existing systems.
5. Questions and Clarifications
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Allow the client to ask questions about HubSpot's capabilities, pricing, implementation, or any other queries.
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Address any reservations or concerns.
6. Next Steps
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If there’s potential interest, discuss the steps for a more detailed demonstration or a trial.
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Outline the possible onboarding process, training resources, and timelines.
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If not a fit, thank the client for their time and offer helpful recommendations to steer them in the right direction.
Key Points of Discussion
Integration: Discuss HubSpot's ability to integrate with other tools and platforms that the prospect might be using.
Scalability: Address how HubSpot can scale with the growth of the business, offering solutions particularly for SMEs.
Customisation: Highlight the flexibility of HubSpot, allowing businesses to tailor it according to their specific needs.
Training & Support: Emphasise Pro CRM’s commitment to customer success, pointing out resources like the HubSpot Academy, knowledge base, and continuous customer support.
End Note
The Discovery Call is consultative rather than transactional. The emphasis is based on listening, understanding, and offering solutions, rather than pushing for a sale. This approach builds trust, showcases HubSpot’s value proposition, and helps both parties determine if a partnership is beneficial.