1. make template in hubspot that can go out to client once audit is done. ( audit on call rail, secret shopper audit)

I think we should eliminate the spreadsheet hector fills out when doing a call rail audit,  and just mark the call on Call Rail and put a note on there. 
The spreadsheet takes way too much time, and the way my template is set up, we won't need it. 

In my template it gives stats and then notes ( on particular calls we can give links to hear)

I think we should attach material as needed ( and not all at once) 

need to know which clients DO NOT have call rail so I can get a plan to hector