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

  2. Actions: What actions should happen at each deal stage?

  3. Workflows/Automations: Should these deal stages trigger any workflows or notifications?

  4. Sequences: What sequences should we create?

  5. Tasks: What tasks should be created on each deal stage? Who should we assign these tasks to? 

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

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

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