RedPandas Adoption Questionnaire: Role & Expectations

RedPandas Digital

Adoption isn't an afterthought. It's a deliverable.

That starts with understanding your role, not just your company's requirements. Your answers shape how we build, what we prioritise, and how we train you.

There are no wrong answers, and honest beats polite.

~10 minutes

4 short sections

Saves as you go

Section A

You and your role

Let's start with who you are and how your days run today.

Your name*

Please add your name.

Company name*

Please add your company name.

Work email*

Please add a valid email address.

What's your role, and in one or two sentences, what does a good week look like for you?

Which of these best describes your role?* This decides which questions you get in Section C.

Please pick the option that best fits your role.

Walk us through where a CRM or system touches your typical day right now. What do you use, and for what?

What tools, spreadsheets, or habits would you need to STOP using for this project to succeed?

Section B

Value and expectations

What "good" looks like for you, in your own words.

Where do you think HubSpot could genuinely add value in your role, not the company's, yours?

What's something you wish a system did for you that nothing currently does?

By the end of this project, what would need to be true for you to say "this was worth it"?

What's your biggest concern or hesitation about this project? Yes, that includes "I don't have time for this" or "we've tried this before and it didn't stick."

Section C

Your role in focus

Three questions, tailored to your role: your role

Almost done

Review your answers

Have a quick scan. Hit Back to change anything, or submit when you're happy.

Something went wrong submitting. Please try again, or screenshot this and send it to your RedPandas contact.

✓

Submitted

Thank you!

Your answers are in with the RedPandas team. This is where adoption starts. We'll build, prioritise, and train around what you told us.

Role & Expectations Questionnaire