Has your HubSpot portal gone off the tracks? Need an MOT?
Or are you unsure if you're getting the most out of your HubSpot investment? Then it's time for a HubSpot portal audit...
Let us conduct a comprehensive audit of your entire HubSpot...
... to give you a clear understanding of your current marketing, sales, and customer service performance and offer suggestions for cleaning it up, optimising it, and more.
Designed to identify areas of improvement and opportunities for growth, and help you get the most out of your investment in HubSpot.
Ideal for companies that want to improve their HubSpot usage
Getting started with HubSpot or have been using it for a while?
Whether you are just getting started with HubSpot or have been using it for a while, the audit can help you get more value from the platform and achieve your business goals.
• Are you achieving the expected ROI ?
• Are your automated workflows functioning properly?
• Is your data reliable and accurate?
• Are your sales and marketing teams aligned?
• Are you finding it difficult to convert visitors into leads?
• Are you experiencing low website traffic?
• Do you need to review and adjust your portal settings?
• Are your sales tools being utilised effectively?
Unleash the full potential of HubSpot
Why trust us for your portal needs?
We have bags of experience with HubSpot portals, having worked with them hundreds of times. No matter how messy you believe your portal is, we assure you that we've encountered it all before. Our years of experience have given us the expertise to locate and diagnose every problem and recommend the ideal solution to make it right.
What our clients say
Caroline Brown
UK Account Manager | Eleventh Hour Beauty
5* Service
Fantastic experience with Tony, I couldn't have set this up without him. Everything is now streamlined and we are able service all customers in an organised manner without feeling overwhelmed. Tony has spent time being patient and explaining everything in great detail. I would highly recommend, Thank You!
What areas can the HubSpot Audit cover?
Our Audit can assess a wide range of HubSpot features and configurations, including:
Marketing
We'll review your campaigns, workflows, lead scoring, forms, landing pages, CTAs, email templates, social media integration, and analytics. We can also check if your website is optimised for search engines and mobile devices.
Sales
We'll examine your pipeline, deal stages, tasks, sequences, templates, documents, meetings, calls, and reports. We can also suggest ways to enhance your sales process and alignment with marketing.
Service
We'll evaluate your tickets, feedback, knowledge base, chat, surveys, NPS, automation, and reporting. We can also help you improve your customer experience and retention.
Operations
We'll analyse your user roles, permissions, settings, integrations, data quality, security, and compliance. We can also recommend best practices for managing your HubSpot account and data.
Tailored for you
Depending on your needs and priorities, we can tailor the Audit to focus on specific areas or provide a holistic overview of your HubSpot usage. Our goal is to help you unlock the full potential of HubSpot and achieve your business objectives.