Module 2, Section 1: Insights Check: Platforms & Tools

Full Name*
Which Project Management Platforms have you utilized previously? (select all that apply)*

TeamworkAsanaTrelloBasecampMonday.comClickupI haven’t used a project management platform beforeOther
Which Google Suite assets have you used before? (select all that apply)*

GmailGoogle CalendarGoogle Drive for File StorageGoogle SheetsGoogle DocsGoogle SlidesOther
Have you ever used Slack as a communication tool?*

YesNo
Which CRM platforms have you previously used? (select all that apply)*

HubspotGoHighLevel (GHL)SalesForcePipedriveZohoOther
How would you rate your confidence in your ability to navigate and utilize Hubspot’s marketing hub tools?*

Not ConfidentSomewhat ConfidentVery ConfidentI’ve never used Hubspot
How would you rate your confidence in your ability to navigate and utilize Hubspot’s sales hub tools (deals pipeline, contacts, companies)?*

Not ConfidentSomewhat ConfidentVery ConfidentI’ve never used Hubspot
How would you rate your confidence in your ability to navigate and utilize Hubspot’s reporting hub tools?*

Not ConfidentSomewhat ConfidentVery ConfidentI’ve never used Hubspot
Have you ever managed (example - posted, monitored, etc.) organic or paid media for a client on Meta (Facebook/Instagram), LinkedIn, X, TikTok or other social media platforms?*

YesNo
Have you ever used an AI-based tool for recording video calls, such as Firefly or Fathom.Ai?*

YesNo
How would you rate your confidence in your ability to utilize basic functionality in Google Sheets and/or Microsoft Excel (i.e., using formulas such as SUM or AVG or sorting/filtering data)?*

Not ConfidentSomewhat ConfidentVery ConfidentI’ve never used Sheets or Excel
Have you ever used tools for developing or verifying email/contact lists? (Examples - emaillistverify.com, hunter.io, LeadLeaper)*

YesNo
Have you ever used a platform that used reverse IP targeting to identify website visitors (example: Dealfront)?*

YesNo
Have you previously used any email marketing platforms, such as:*

MailchimpConstant ContactHubspotZohoActive CampaignGoHighLevel (GHL)AweberPardotQuickmailOther
Do you have any experience with third-party website form providers, such as:*

JotformGravity FormsHubspot FormsWufooFormstackI don’t have experience with form providersOther
Have you ever used a platform like Hotjar for deeper insights into website visitor traffic and user behavior?*

YesNoNot Sure
How would you rate your confidence in your ability to navigate/utilize Google Analytics?*

Not ConfidentSomewhat ConfidentVery ConfidentI’ve never used Google Analytics
How would you rate your confidence in your ability to navigate/utilize Canva for basic presentation development (based on an existing template)?*

Not ConfidentSomewhat ConfidentVery ConfidentI’ve never used Canva
Have you been involved in the development of any of the following resources on behalf of clients or previous employers? (select all that apply)*

White PapersCase StudiesWebinarsBlog Posts
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