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How do I prepare for my HubSpot kick-off and discovery session?

Know who to involve and what to prepare before your first project session.

Your kick-off and discovery session helps Forbidden understand your business, the outcomes you want and the processes HubSpot needs to support.

You do not need to arrive with every answer. The aim is to give us a clear starting point and identify anything that needs further investigation.

Who should attend?

Include your project owner and the people who understand the processes being discussed.

Depending on your scope, this may include sales, marketing, service, operations or IT. Involve someone who can make decisions or explain how decisions will be approved.

Check the meeting invitation for any specific attendees requested.

What to prepare

Before the session, consider:

  • Your objectives: what you want to improve and how you will recognise success.
  • Your current process: how work moves through your business today.
  • Your challenges: where delays, duplication or missing information cause problems.
  • Your systems: which tools you use and how they share information.
  • Your reporting: what you need to measure and which reports you currently rely on.
  • Your constraints: important deadlines, team availability and other projects that may affect delivery.

Where available, share process documents, example reports and relevant background through the agreed project tasks.

Bring practical examples

Real examples make discovery more useful. You might explain how an enquiry becomes a customer, how a service request is handled or how information reaches your management team.

Separate what happens today from what you would like to happen in future.

Complete your preparation tasks

Review your Customer Portal before the meeting and complete any assigned preparation or access tasks.

If something is unavailable, tell your project lead rather than waiting until the session.

What can Forbidden help with?

We can help turn your objectives and existing processes into clear discovery questions, identify gaps and explain what needs to be explored next.

The session informs the delivery plan; it does not automatically add new requirements to your agreed scope.

Further information