1. Where are we migrating the data from?

  2. Does the data include contacts, companies and deals?

  3. Do you need us to create lists or any other segmentation? If yes, please let us know the specifications.

  4. Should we create any custom properties?

  5. Are there any specific tasks that should be assigned to contact owners when imported?

  6. Are there any specific lifecycle stages to be assigned to contacts when imported?

  7. Is there any specific persona to be assigned to contacts when imported?

  8. Are there Contacts associated with Companies or Deals? (Hubspot uses email domain to associate contacts with companies)

  9. We highly recommend cleaning the data before import it into the system (contacts without email addresses, phone numbers format, contacts without a name could be unuseful). Have you done this?

  10. Is there any historic data, notes, email history that you need us to migrate?