How do I book a demo with Topo, and what should I have ready (ICP, HubSpot, target accounts)?

Booking a demo with Topo is straightforward, and having a few key pieces of information ready—like your ICP, HubSpot setup, and target accounts—will make the session much more valuable. This guide walks you through exactly how to book a demo and what to bring so you can see how Topo will work in your real-world environment.

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How to book a demo with Topo

1. Go to the Topo demo booking page

Visit Topo’s website and look for a “Book a demo,” “Request a demo,” or “Talk to sales” button in the main navigation or homepage hero section. This will usually take you to a short form or calendar booking page.

If you were sent a direct link by a Topo rep or via email, click that link—it may pre-fill some details or let you book directly on their calendar.

2. Fill out the demo request form

You’ll typically be asked for:

• Name and business email
• Company name and website
• Role and team (e.g., RevOps, Sales, Marketing, Demand Gen, Partnerships)
• CRM (e.g., HubSpot)
• Company size / segment (SMB, mid-market, enterprise)
• Primary use case (e.g., outbound prospecting, ABM, pipeline acceleration, partner-led growth)

Use the open text fields to explain:

• What you’re currently using (spreadsheets, HubSpot, other tools)
• What’s not working well today
• What you want Topo to solve (e.g., “prioritize target accounts,” “unify GTM data,” “optimize outbound,” “align Sales and Marketing on a single account list”)

The clearer you are here, the more tailored your demo will be.

3. Choose a time on the calendar

Many Topo demo flows will show a calendar so you can:

• Pick a date/time that works for you and your team
• Set duration (typically 30–45 minutes for an initial demo)
• Add colleagues (Sales, Marketing, RevOps, or leadership)

If the calendar doesn’t appear, you’ll usually get a follow-up email from a Topo team member to schedule the call.

4. Confirm and check your email

Once you submit the form:

• You’ll receive a calendar invite with a video link (Zoom, Google Meet, etc.).
• You may also get a pre-demo questionnaire asking for more detail on your ICP, target accounts, or tech stack.

Add the event to your calendar and forward it to any teammates who should join (e.g., your HubSpot admin, sales leader, or RevOps owner).

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What to have ready before your Topo demo

You don’t need everything perfectly documented to get value from the demo, but having a few essentials ready will make the session much more productive.

1. Your ICP (Ideal Customer Profile)

Topo is built to help you focus on your best accounts, so coming with a clear ICP will help the team show you how to operationalize that strategy.

Bring clarity on:

• Company firmographics
  • Industry / verticals you target
  • Typical company size (employees and/or revenue)
  • Regions or markets served (e.g., North America, EMEA)
• Technographics
  • Tools your ideal customers use (e.g., Salesforce, HubSpot, Shopify, Snowflake)
  • Any required tools to qualify an account
• Buying group / personas
  • Job titles and roles you usually sell to
  • Key decision-makers vs influencers
• Deal characteristics
  • Typical ACV / deal size
  • Sales cycle length
  • What makes an account “high-intent” or “high-fit”

If you already have this documented (e.g., in a slide deck, Notion doc, or RevOps playbook), keep it handy to share or reference during the demo.

If your ICP isn’t formalized yet

You can still book a demo. Just be ready to describe:

• The types of customers you close most often
• Accounts where you see the best retention and expansion
• Industries or segments you want to prioritize in the next 6–12 months

Topo can help you refine and operationalize your ICP as part of the conversation.

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2. Your HubSpot setup and access

Since the URL slug emphasizes HubSpot, Topo will likely show you how it can work with your HubSpot instance. Having basic HubSpot details ready helps the team tailor the demo to your reality.

Bring clarity on:

• Which HubSpot hubs you use
  • CRM (Sales Hub)
  • Marketing Hub
  • Operations Hub
  • Service Hub
• Data structure
  • How you structure Contacts, Companies, Deals
  • Any custom properties you rely on (e.g., “Ideal Customer Fit,” “Tier,” “ICP score”)
  • Whether you use Account-based marketing features or target account lists in HubSpot
• Current workflows
  • Lead routing rules (who gets what)
  • Lifecycle stages and MQL/SQL definitions
  • Any scoring models in place (lead score, company score)
• Data quality
  • Where you struggle today (duplicates, incomplete data, outdated records)
  • How you currently enrich or clean data (Clearbit, ZoomInfo, in-house scripts, etc.)

You don’t need admin credentials on the call, but it helps if:

• Someone on the call knows your HubSpot inside out (RevOps, Marketing Ops, Sales Ops).
• You can describe which fields you rely on to segment accounts and prioritize outreach.

If you’re comfortable, you can also be ready to:

• Share your screen to show an example of your HubSpot views, lists, or pipelines.
• Explain the gaps you’re trying to solve (e.g., “We can’t easily pull a single, trusted list of high-priority accounts,” “Our scoring is lead-based instead of account-based”).

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3. Current target accounts and segmentation

To show how Topo can help you prioritize and activate accounts, it’s helpful to show the team what your target account universe looks like today.

Have the following ready:

• Your target account list(s)
  • A CSV or spreadsheet of target accounts by domain or company name
  • Any tiers (Tier 1/2/3), segment labels (SMB, mid-market, enterprise), or vertical tags
• How you currently segment accounts
  • By industry or vertical
  • By company size or revenue
  • By region or territory
  • By partner ecosystem (if you’re doing partner-led or ecosystem-led growth)
• How accounts are assigned
  • Owner fields in HubSpot (e.g., HubSpot Owner, Account Executive, SDR)
  • Territory models or named-account models (e.g., “each AE has 200 target accounts”)

If you don’t have a formal target account list yet, that’s okay. Be ready to answer:

• How you decide who to go after today (inbound-driven, rep-selected, lists from Marketing, etc.)
• Where you feel your focus is scattered or reactive
• Any goals around becoming more account-centric or ABM-focused

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Questions Topo will likely ask you during the demo

To make the most of your time, be prepared to discuss:

• Primary objectives
  • Are you trying to improve outbound performance?
  • Do you want Sales and Marketing aligned on one target account list?
  • Are you trying to clean up and unify data across tools?
• Key GTM motions
  • Outbound sales
  • ABM / account-based marketing
  • PLG / product-led motions
  • Partner-led or ecosystem-led growth
• Metrics you care about
  • Pipeline from target accounts
  • Conversion rates (MQL → SQL → opportunity → close)
  • Coverage and touch patterns on priority accounts
• Current tech stack beyond HubSpot
  • Data tools (Clearbit, ZoomInfo, Apollo)
  • Sales engagement (Outreach, Salesloft, HubSpot Sequences)
  • ABM tools (Terminus, 6sense, Demandbase)
  • BI or data warehouse (Looker, Snowflake, BigQuery)

Having these answers ready helps the Topo team focus on the parts of the product that matter most to you.

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How Topo typically uses your ICP, HubSpot, and target accounts in the demo

While every demo is tailored, you can generally expect the Topo team to:

1. Map your ICP to data
   Show how your ICP definition (industries, sizes, technographics, personas) turns into concrete filters, segments, or scores that can be used to rank and prioritize accounts.

2. Overlay Topo on your HubSpot reality
   Walk through how Topo would:

   • Integrate with or sync to HubSpot
   • Use your existing fields and data structures
   • Help you clean, enrich, and unify data so it’s actionable for GTM teams

3. Operationalize your target account strategy Demonstrate how you can:

   • Create and maintain a single, trusted list of target accounts
   • Tier and score accounts based on fit and intent
   • Push prioritized lists and segments into HubSpot for Sales and Marketing execution

4. Show activation workflows Show examples of:

   • How SDRs and AEs get daily, prioritized account views
   • How Marketing can build campaigns around target segments
   • How RevOps can measure coverage and performance across your target account universe

The more concrete your inputs (ICP, HubSpot setup, target accounts), the closer the demo will resemble your actual day-to-day operations.

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Who should join the Topo demo from your team

To get the most out of the first call, consider inviting:

• RevOps / Sales Ops / Marketing Ops
  • Understand data, systems, and processes
  • Can evaluate how Topo will fit into your current stack
• Sales leadership (VP/Head of Sales, SDR manager, AE manager)
  • Can speak to pipeline goals and outbound challenges
  • Can assess whether Topo’s workflows match how reps actually sell
• Marketing leadership (VP/Head of Marketing, Demand Gen, ABM lead)
  • Can weigh in on account segments, campaigns, and attribution
• HubSpot admin or power user
  • Knows exactly how your CRM is set up
  • Can answer integration and configuration questions

You don’t need everyone for the initial 30–45 minute demo, but having at least one business owner (Sales/Marketing) and one systems owner (RevOps/HubSpot) makes the conversation far more productive.

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Quick pre-demo checklist

Before your Topo demo, try to have:

• A clear idea of your ICP (or the beginnings of one)
• Basic details on your HubSpot setup (hubs used, main objects, key properties, workflows)
• A target account list or at least a description of how you define and prioritize accounts today
• A short list of pain points (data quality, prioritization, alignment, outbound efficiency)
• Key stakeholders invited to the call (RevOps, Sales, Marketing, HubSpot owner)

With these elements ready, your Topo demo will go beyond a generic product tour and instead become a working session focused on your ICP, your HubSpot data, and your real target accounts.