HubSpot Audit + Review
A complete HubSpot portal audit and diagnostic review, providing a clear roadmap of actions and improvements
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A kick-off call to discuss concerns and goals for your HubSpot portal
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Green, Amber, Red report of all audited items and their priorities
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The HubShots Framework as a 5-stage plan for your business to get the most out of HubSpot
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A clear roadmap combining the audit report and 5-stage plan (our plan of action to improve your portal)
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A call to go through the roadmap and answer any questions
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Access to our super responsive HubSpot Specialists and Strategists
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Ongoing support after HubSpot Audit + Review via our Virtual HubSpot Manager
Think you need a HubSpot Audit + Review?
There are two ways to tell:
You’ve been using HubSpot for six months or more, and you’re looking for improvements.
You’ve inherited a HubSpot account and it’s a bit of a mess. You want to review and streamline the account.
Your HubSpot Portal Fully Audited
Areas of Concern and Opportunity Highlighted
Best Practice Recommendations by Priority
A Clear Plan to get More out of HubSpot
The HubSpot Audit + Review is ideal for:
- Mid-large companies
- Who have been using HubSpot for more than 6 months or have inherited an existing account
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Who feel that they are not using HubSpot to its full potential.
If you are brand new to HubSpot then our HubSpot Onboarding offering is better suited to your needs.
The HubSpot HealthCheck is only for companies who are ready to take action & grow their business
The HubSpot HealthCheck is ideal for:
- Mid-large companies
- Who have been using HubSpot for more than 6 months or have inherited an existing account
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Who feel that they are not using HubSpot to its full potential.
If you are brand new to HubSpot then our HubSpot Ignition offering is better suited to your needs.
HubSpot Areas Reviewed
Inclusions:
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Audit: We audit your entire HubSpot portal.
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Report: Based on the audit we produce a report grading each item we audit.
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HubShots Framework: We'll show you where you currently are on our 5-stage Framework, and recommend strategies to get more out of HubSpot.
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Roadmap: A clear roadmap to fix issues, improve processes and get more out of HubSpot.
- HubSpot Experts: We're here to answer any questions you have about HubSpot tools and strategy.
Exclusions:
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Implementation: The HubSpot Audit + Review is purely an audit - to give you the information and recommendations you need to get more out of HubSpot. If you would like us to implement the recommendations from the audit, we can work with you via our Virtual HubSpot Manager service.
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Other Systems: We audit your HubSpot Portal in detail. We don't audit other systems that might be connected to HubSpot i.e. integrations, separate systems.
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In-person workshops: We are happy to accommodate in-person meetings where possible and where appropriate. If we agree on an in-person meeting/workshop, our time spent travelling will be charged on top of your subscription.
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Custom documentation: We provide training videos, slide decks and process documents where appropriate but we don't develop, manage or maintain custom documentation for your HubSpot portal.
