Confirmation Email
You will receive a confirmation email shortly with all the details of your scheduled meeting. Please check your inbox, and if you don't see it, make sure to check your spam folder.
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Meeting Preparation
To make the most of our time together, review the agenda below and consider any specific questions or topics you'd like to discuss during our meeting. Preparation is key to a fruitful conversation.
Calendar Reminder
We'll send you a calendar invitation with the meeting date, time, and a link to join virtually (if applicable). This will help you remember and access the meeting effortlessly. We will also send meeting reminders to keep our meeting top of mind as it gets closer.
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Introduction
Get to know HarvestROI and our mission to help you achieve unparalleled growth.
Your Objectives
Share your unique goals with us so we can tailor our solutions to your needs.
Solution Review
Review HarvestROI customized solutions built to meet your specific requirements.
Q & A Session
Ask us anything! We're here to address your questions and concerns.
Next Steps
Explore the path forward and how we can work together to drive your success.
Assessment
We evaluate your current situation and needs to identify opportunities for improvement and growth.
Free Portal Audit
Our team conducts an initial examination of your HubSpot portal to assess its performance and potential areas of enhancement.
Portal Audit Review
We provide you with insights and recommendations based on the portal audit, outlining areas where we can add value.
Scoping Requirements
Together, we define the specific requirements and objectives for your project to ensure a tailored solution.
Proposal
We present a comprehensive proposal outlining the strategies, timeline, and investment required to achieve your goals.