When researching through the lens of a liaison, what steps should you take to carefully scope out how their current practices will translate to the HubSpot software? Select all that apply.

  • Take notes on what tools you find by completing a conversion path on their website.
  • Prepare advice about applying their current tech stack in HubSpot.
  • Get a better sense of their use cases for HubSpot tools.
  • Confirm what software was purchased and at what tier.

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