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HubSpot is an incredibly powerful platform with hundreds of features, integrations and tools across Marketing, Sales, Service and Operations Hubs.
It can be tough to know if everything is set up as well as it should be to get the best from the functionality though. As Platinum HubSpot partners we know how to get the most of your HubSpot portal; from how HubSpot fits seamlessly into your tech stack, or even replaces other tech, to how it simplifies and enhances your daily processes to deliver substantial efficiencies and returns.
Our free HubSpot portal audit will help you do just that. We will review what has already been built in your portal and provide you with actionable recommendations around automation, segmentation, customisation and sales enablement. Whether you’re relatively new to HubSpot or working in an enterprise-level organisation, our audit will uncover inefficiencies, offer new ideas and concepts for improving lead nurture, suggestions for streamlining the sales hand-off process and guidance on how to make better use of your CRM data.
Every HubSpot portal is unique, from the workflows to custom properties so not everything listed below will be relevant to your organisation. Our approach will be tailored to both your existing system, your objectives as well as your specific business requirements.
Our HubSpot Portal Audit typically includes, but is not limited to:
While HubSpot now offers Operations Hub as well, it is so new it is unlikely to require Audit. However, we are very happy to discuss with you the ways Operations Hub could benefit your business and add value to your inbound sales and marketing.
Each written report is researched and prepared from scratch by one of our HubSpot experts with a background in digital marketing best practice. The report will summarise our findings and offer advice on ways to address each element in order to get full value, benefit and efficiency from the portal. Our Report aims to be helpful and implementable with practical advice and resources to help.
Typically an audit with report is the first stage of work we undertake with any HubSpot client and it is essential in helping us plan and structure a strategy for our work and priorities going forward. We are offering this audit stage free of charge and without commitment for a short amount of time because, as Diamond HubSpot Partners we are keen to share our skills and experience to get HubSpot users using the platform to its full potential.