1. Understanding Current HubSpot Usage
1.1. 1. Could you walk us through how you're currently using HubSpot in your daily operations?
1.1.1. - What features do you use most?
1.1.2. - What data are you currently tracking?
1.1.3. - How many team members use HubSpot?
1.2. 2. What insights are you currently getting from HubSpot that you find most valuable?
1.2.1. - Which reports do you look at regularly?
1.2.2. - What decisions do you make based on this data?
1.3. 3. Are there any specific challenges you're facing with HubSpot?
1.3.1. - Any features you'd like to use better?
1.3.2. - Any data you wish you could track but aren't currently? Donor Management & Engagement
2. Donor Management & Engagement
2.1. 1. What does your typical donor journey look like?"
2.1.1. - How do most donors find you?
2.1.2. - What motivates them to donate?
2.1.3. - How do you currently engage with them?
2.2. 2. "What are your biggest challenges in donor retention?"
2.2.1. - What feedback do you get from donors?
2.2.2. - What patterns have you noticed?
3. Website & Digital Presence
3.1. 1. "What insights are you currently getting from Google Analytics?"
3.1.1. - What metrics matter most to you?
3.1.2. - Are there specific behaviors you'd like to better understand?
3.2. 2. "What are your main goals for your website?"
3.2.1. - What actions do you want visitors to take?
3.2.2. - Which pages are most important to you?
4. Team & Resources
4.1. 1. "As a small team, what are your biggest resource constraints?"
4.1.1. - What tasks take up most of your time?
4.1.2. - What would you do if you had more resources?
4.2. 2. "How would you prioritize the different areas where we could help?"
4.2.1. - What would make the biggest immediate impact?
4.2.2. - What are your longer-term goals?
5. Project Logistics
5.1. 1. "What would success look like for this collaboration?"
5.1.1. - Short-term wins?
5.1.2. - Long-term objectives?
5.2. 2. "How would you prefer to work together?"
5.2.1. - Preferred communication methods?
5.2.2. - Meeting frequency?
5.2.3. - Report formats?uestions Guide for Carbon Positive Australia