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

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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.

Step 1: Stakeholder Meeting

In our meeting with your team, we'll find out why you're conducting this audit and what you want to accomplish. We'll offer a discovery questionnaire to get our collaboration off to a good start.

Step 2: Audit

Our staff will spend six hours assessing your portal, paying particular attention to any utilization gaps. We will create a report detailing the audit's results.

Step 3: Present Findings

You will receive documentation, advice, and suggestions that align with your top HubSpot objectives once we plan an hour-long presentation to review the findings.