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Hi Sarah — thanks for the call today. Based on what you shared, I'd suggest starting with the onboarding workflow and CRM cleanup first. I've added the call notes to HubSpot and drafted the next-step task.
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Hi Sarah,
Great speaking today. I pulled together the two workflows we discussed:
1. onboarding follow-up after new accounts 2. CRM cleanup before renewals
I also added the call notes to HubSpot and created the next-step task for Friday.
Best, Maya
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