After you schedule, the meeting confirmation page includes a short follow-up form. The most useful thing you can do is complete that form and name one problem you want help solving. That is enough. I would rather start with one real problem than a long list of tactics you want to accomplish.
If you have a few extra minutes, it helps to know:
- What you have already tried
- What better would look like in the next 90 days
- Who else needs to be part of the decision, if anyone
You do not need a slide deck, a full audit, or a perfect brief. If HubSpot, the website, or reporting is part of the problem, having that in mind is helpful. If you are not sure where the problem lives yet, say that. That is a valid starting point.
That form is only on the meeting confirmation page after you book. To schedule or set a new meeting, use the meeting request page.
