Project Kick-Off

Are you ready to kick-off a new Prospect Insight project? Please answer these questions to ensure a smooth launch.

Do you have access to add the tracking code to pages on your website (typically FTP info)?
Are you already using a CRM? Do you have the CRM username and password for an account that is allowed to use the API (typically an admin)?
Are you already using Google AdWords? Do you have access to the Google AdWords account and privileges to enable Pardot API access?
Do you have auto-responder and scheduled email templates ready?
What specific scoring rules are pertinent to your business (e.g. prospects with a "VP" title get 50 more points as they are a more qualified buyer, prospects with a ".gov" email address get 30 more points, etc).
Do you have the design ready for your landing pages?
What form fields will you be capturing? Which ones are optional and required?
Are you going to set up a vanity domain like www2.site.com? If so, do you have access to your DNS (typically register.com or godaddy.com)?

As always, please contact us if we can be of service.

Best Practices