HubSpot Audit
100% Independent Review
We'll deep dive into your systems.
You'll receive valuable insights.
Let's audit your data structure
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'
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
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…”
“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!
Scale up!
- Based on 150+ client portal configurations
- Discover the connection between Contacts, Companies, Deals, Tickets
- Instant report on urgent issues
- Written ‘30 day implementation plan’*
*you choose whether to continue the journey with us, or work on the plan yourself
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HubSpot CRM
Sales
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