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HubSpot Audit

Independent Review - 100%

HubSpot CRM
Sales
Marketing
Service

We'll deep dive into your systems.

You'll receive valuable insights.

Let's audit your data structure

  • We assess of how your system is configured
  • Map relationships between the objects (e.g. contacts/deals)
  • Surface duplicate properties
  • Flag issues when reporting on current data structure

Assess your 'inputs, outputs and outcomes'

  • Test how ‘form’ data enters HubSpot
  • Assess configuration of Deals Pipelines
  • Track whether ROI is showing up correctly (e.g. from Ad spend)

Offer a fresh perspective

  • Evidence based assessment of marketing, sales, and service
  • Recommendations based on 25 years+ consulting experience
  • Direct and honest feedback, without being too ‘salesy’

“Skate to where the puck’s going to be…”

  • Introduce you to the latest HubSpot tools
  • Consider whether other data sources could be integrated
  • Assessment of the role of HubSpot’s AI tools for your team

Scale up!

  • Based on 150+ client portal configurations
  • Discover the connection between Contacts, Companies, Deals, Tickets
  • Instant report on urgent issues
  • Deliver written ‘30 day implementation plan’*
    *you choose whether to continue the journey with us, or work on the plan yourself

Request your audit below...

HubSpot CRM
Sales
Marketing
Service

Ready to start?

Let's get you moving

Yes please!