1. What are the deal stages you need us to set up (we recommend from 5 to 7)?

  2. What actions should happen on each deal stage?

  3. Should these deal stages trigger any workflows or notifications?

  4. What sequences should we create?

  5. Are there any tasks that should be created?

  6. Do you need us to set up internal notifications? If yes, who should receive this?

  7. Do you need us to create products? If yes, please provide the information for each. 

  8. Should we add deals? If yes, please indicate the information for each and to which contacts these deals belong to.