HubSpot Portal Audit
Trying to maximize your use of HubSpot? Our specialists will examine your HubSpot account and identify areas of opportunity so you can start taking immediate action.
Schedule your audit today
An expert eye on your HubSpot operations
Our team will investigate your account in depth to find ways you can utilize HubSpot to streamline operations and advance your initiatives in sales, marketing, operations, or customer service. When we decide to collaborate, our team will look through the following:
Traffic Analytics
What is the Contact to Customer conversion rate? What are pages' bounce rates? Which are the best-performing blogs?
Conversion Paths
Are there topic clusters built? How many landing pages have been created, and which has the highest conversion rates? Is lead scoring being utilized?
Ads & Campaigns
Are Facebook and LinkedIn ads tracked in HubSpot? Are Campaigns being built? How is Campaign revenue being tracked?
CRM Contacts & Lists
Are there CRM filters? Are the lead status and lead source fields properly used in the CRM? Are Active Lists being utilized?
Sales Hub
How are Deals & Pipelines configured? Have custom email templates been created? Are users sending their meetings links to prospects to book calls?
Service Hub
What channels are available for customers to submit tickets? How are surveys being leveraged? Is there a knowledge base?
Portal Audit Process
After the stakeholder meeting, our team will deliver your HubSpot audit in one to two weeks.