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After Approve
After the company and the EPs accepted and we also approve the Opportunity officially on expa, we have an Approve! Pat yourself on the back, but don't sit down just yet.
There is still work to do.
After Match Mails
Before sending the emails we have prepared, always adjust them to the EP, your needs and LC.
Documents
Start gathering all the documents now. And don't just gather them, but also upload them to the EPs HubSpot Account and/or your Google Drive. This will safe time during the Management Report.
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