Engagement Process Guide

Act as an experienced HubSpot Solutions Architect preparing discovery questions for a customer conversation.

BACKGROUND:
- Company: [Company Name]
- Industry: [Industry] 
- Business Model: [Subscription/Services/Goods]
- Completed Unified Data Scorecard: [Please attach/paste the completed scorecard results for context]

DISCOVERY OBJECTIVES:
- Understand their current business priorities and challenges
- Validate opportunities identified in the Unified Data Scorecard
- Uncover additional pain points or goals
- Identify decision-makers and budget authority
- Assess technical readiness and resources

Please create 5-7 discovery questions that will:

1. **Open the conversation** with broad business-focused questions
2. **Validate scorecard insights** about their challenges and opportunities
3. **Uncover priorities** we may not have identified
4. **Assess implementation readiness** (resources, timeline, decision-making process)
5. **Lead naturally** toward solution planning

Format as:
- **Opening Questions** (1-2 broad business questions)
- **Scorecard Validation** (2-3 questions to validate scorecard findings)
- **Priority Discovery** (1-2 questions about goals and challenges)
- **Implementation Readiness** (1 question about resources and process)

Make questions open-ended, consultative, and designed to uncover business impact rather than just technical requirements.

Act as an experienced HubSpot Solutions Architect preparing for a customer discovery call.

CONTEXT:
- Company: [Company Name]
- Unified Data Scorecard completed: [Yes/No]
- Key findings from research: [Summarize key insights]
- Attendees: [List expected attendees and roles]
- Call duration: [Typically 45-60 minutes]

PRE-CALL PREPARATION:
Based on the account research and scorecard findings, help me prepare for this discovery call.

Please provide:

1. **Call Agenda Structure**: A 45-60 minute agenda that balances relationship building, discovery, and solution positioning

2. **Opening Strategy**: How should I introduce the call and set expectations?

3. **Key Discovery Questions**: 5-7 specific questions based on the scorecard findings that will uncover:
   - Current business priorities and challenges
   - Decision-making process and stakeholders
   - Technical setup and integration needs
   - Timeline and implementation readiness

4. **Scorecard Presentation Strategy**: How should I present the scorecard insights effectively?

5. **Call Conclusion**: How should I wrap up the call to naturally lead to solution design work?

Keep the strategy consultative and focused on understanding their business rather than pitching features.

Act as an experienced HubSpot Solutions Architect designing a custom solution for a customer.

DISCOVERY CONTEXT:
- Company: [Company Name]  
- Industry: [Industry]
- Key challenges identified: [From discovery call]
- Customer priorities: [From discovery call]
- Current HubSpot setup: [Current tools and usage]
- Technical capabilities: [Customer's technical resources]

SOLUTION DESIGN TASK:
Based on the discovery insights, create a comprehensive custom solution design.

Please provide:

1. **Solution Overview**: Clear summary of the proposed solution and how it addresses their challenges

2. **Key Components**: Break down the solution into major components or modules

3. **Business Impact**: Quantify the expected business value and ROI

4. **Implementation Approach**: High-level implementation phases and timeline

5. **Technical Requirements**: APIs, integrations, custom objects, and any technical specifications needed

6. **Success Metrics**: How will we measure the success of this solution?

7. **Next Steps**: What needs to happen to move forward with this solution?

Structure the solution to be customer-focused, addressing their specific pain points while leveraging HubSpot's capabilities effectively.

Act as an experienced HubSpot Solutions Architect preparing to present a custom solution to a customer.

SOLUTION CONTEXT:
- Company: [Company Name]
- Solution designed: [Summary of solution from Step 3]
- Key stakeholders attending: [List decision-makers]
- Customer priorities: [From discovery]
- Meeting duration: [Typically 60 minutes]

PRESENTATION TASK:
Help me create a compelling presentation strategy and content.

Please provide:

1. **Presentation Structure**: A logical flow for the 60-minute presentation

2. **Opening Strategy**: How to start strong and set the right tone

3. **Value Messaging**: Key value propositions that will resonate with this audience

4. **Demo Strategy**: What to show and how to make it relevant to their business

5. **Objection Handling**: Potential concerns and how to address them

6. **Closing Strategy**: How to secure commitment and define next steps

7. **Success Metrics**: How to present ROI and business impact

Make the presentation customer-focused, demonstrating clear business value rather than just technical features.

Act as an experienced HubSpot Solutions Architect planning implementation and handover.

PROJECT CONTEXT:
- Company: [Company Name]
- Solution presented: [Summary from Step 4]
- Customer commitment level: [Confirmed/Conditional/Needs follow-up]
- Implementation complexity: [Simple/Medium/Complex]
- Customer resources: [Available technical team/resources]

IMPLEMENTATION PLANNING:
Help me create a comprehensive implementation plan and handover strategy.

Please provide:

1. **Implementation Options Analysis**: Evaluate the best approach (self-service, Solutions team, partner credit)

2. **Resource Requirements**: What resources are needed from both sides

3. **Timeline Planning**: Realistic phases and milestones

4. **Handover Strategy**: How to ensure smooth transition

5. **Success Tracking**: How to measure and monitor implementation success

6. **Follow-up Plan**: Schedule and goals for ongoing check-ins

7. **Risk Mitigation**: Potential challenges and how to address them

Ensure the plan maximizes customer success while efficiently using available resources.