A HubSpot audit is a way to assess if you are using your HubSpot portal in a way that maximizes your marketing and sales effectiveness and your investment.
HubSpot portal audits are a good idea if you’ve been using HubSpot for a while and have never performed a refactoring or clean-up effort.
A good time to perform an audit is before next year or next quarter, or to facilitate a marketing and sales reboot.
An audit is a great way to ensure you’re leveraging 100% of HubSpot’s power and identifying and addressing problems hidden in plain sight that undermine your marketing and sales investments.
You need to improve marketing performance, for example:
You need to improve sales performance:
Your HubSpot portal needs house-keeping:
When HubSpot won’t be getting anymore in the way of your marketing and sales activities, you will have the confidence to build upon a solid foundation and accelerate your pipeline growth.
Having a revamped and well-oiled sales and marketing function will help deliver the strong results you need in the next quarter and over the next year.
And don’t worry, when you’re done if you still need help, we’ll always be an email away and ready to help on new tasks and projects.
We get together to learn about your business, your current strategy, and your performance.
Our team will dive into your HubSpot portal to review its current state and start documenting our findings.
Our team will describe our findings in a comprehensive report and suggest solutions.
We will meet with you and your team to review our findings and discuss the pros and cons of our recommended solutions.
As outsiders looking at your business we are as unbiased as possible and not being part of your organization, we won’t be clouded by office politics or preferences.
Besides that, we’re a HubSpot Solution Partner. Our team of experts has worked on HubSpot portals ranging from pre-seed SaaS startups to large multi-portal instances for public Enterprises.
We have helped businesses adopt HubSpot, and inbound marketing and implement outbound campaigns to fill their pipeline.
We don’t do cookie-cutter services for our clients: we make sure to understand each company’s positioning and internal organization to deliver a solution that fits their business and teams.
As a result of our work businesses have found tremendous benefits in having a HubSpot implementation that makes them more efficient in their everyday work and is built to scale.
The whole HubSpot Audit will take 4 weeks. Throghout the whole process we will meet weekly on alignment and collaboration meetings with your team.
Yes, we will need you to nominate a member of your team to be your internal manager for the audit and help us by producing or gather the information we need. The estimated effort for this person is 2-4 hours per week.
Standing that the audit’s report is ready to be consumed and implemented by your team, we would be happy to help you implement our recommendations.
The implementation part is not included in the audit and will be quoted separately, depending on the actual scope.
We constantly onboard new clients for HubSpot audits. Get in touch with us to know how soon we can get started with you.
Send us a message here. We’ll get back to you as fast as we can.