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Your #1 marketing and sales platform shouldn’t look like uncontrolled chaos.

Your #1 marketing and sales platform shouldn’t look like uncontrolled chaos.

Systems and business alignment challenge

  • You and your team are so obsessed with daily work that you don't notice how quickly your business changes.
  • At some point, your business and your digital systems were aligned.
  • But your business is growing, your team and processes are evolving. The way you serve your
    customers is changing.
  • The right time to update your systems is today. The right time to align your business’s reality with your HubSpot portal is now.

The consequence of misalignment?

Unproductive team

Missed opportunities

Lack of scalability

Who is HubSpot portal audit for?

I have been using HubSpot for a while

  • You joined the community of HubSpot users but you don’t know where to start.
  • You don’t have time for tutorials or manuals. Trainings are expensive and take weeks to complete.
  • Besides, you want your HubSpot portal to be structured according to your business’s unique marketing and sales goals.
  • We will take care of your HubSpot portal and help you start using it effectively in a couple of days.

I recently signed up for HubSpot

  • You already have some processes established in your HubSpot portal and have been using it for some time.
  • But you are using multiple tools to track the communication between your team and contacts.
  • You notice mess, unprofessional flows, and the absence of valuable data in your portal.
  • And, as a result, your team's performance isn’t satisfying.
  • We will point out all the gaps in your sales and marketing communication and suggest all the methods to reorganize your team’s effective workflow.

What are the benefits of ordering a
HubSpot audit?

Make the most of your HubSpot investment

Paying for a certain product and don’t getting maximum value is disappointing. We will help you turn your monthly HubSpot investment into a tidy, organized, and effective machine.

Create guiding dashboards

With clean dashboards and KPIs, your team will know which direction to move forward. You will never spend a day without following the working principles that matter.

Establish processes

You and your team will know how to behave in certain situations, how to deal with contacts and deals and what duties to perform during each stage of the buyer’s journey.

Increase team productivity

Your team will show higher results when the whole system will be optimized for their daily workflow. No more overdue tasks, no more unassigned contacts, more exceeded sales quotas.

Reshape your strategies

The audit will open new doors for you to find your untapped sales potential within contacts, companies, and deals that would be hard for you to find elsehow.

What we can do within HubSpot

HubSpot can solve the majority of problems and challenges you face while implementing your inbound marketing and sales strategies.

Here’s what you can expect from our team of HubSpot experts:

1. Users setup and permission optimization

2. Bots, live chats, and conversations
3. HubSpot CRM audit and adoption
4. Creating reports and dashboards
5. Building lead scoring models
6. Sales tools implementation
7. Third-party integrations
8. Creating sales pipelines
9. Building sales templates
10. Historical CRM analysis
11. Social media marketing
12. Database cleanup
13. Email marketing
  • 1. Users setup and permission optimization
  • 2. Bots, live chats, and conversations
  • 3. HubSpot CRM audit and adoption
  • 4. Creating reports and dashboards
  • 5. Building lead scoring models
  • 6. Sales tools implementation
  • 7. Third-party integrations
  • 8. Creating sales pipelines
  • 9. Building sales templates
  • 10. Historical CRM analysis
  • 11. Social media marketing
  • 12. Database cleanup
  • 13. Email marketing

What we audit

HubSpot portal allows you to do as many things as you could do with up to 10 separate tools.

But it’s not always that users are aware of HubSpot’s immense functionality that can dramatically change the way your team interacts with your website visitors, leads, and customers.

We audit every single opportunity that your team might be using incompletely or simply disregarding.

From analyzing your contacts to improving your reporting flow, you will receive a full understanding of how HubSpot should work for your business.

Pricing and Process

We charge a fixed price of $1300 and your HubSpot portal is audited from your contacts to reports. The service includes

  • Auditing your present-day HubSpot portal,
  • Analyzing what tools and workflows you have been using so far,
  • Introducing actionable recommendations on how to use HubSpot to its full potential.

After receiving your HubSpot audit order and access to your portal, our team starts figuring out which aspects of HubSpot you haven’t been using the perfect way.

Our price is fixed and no additional charges apply.

Your HubSpot portal needs more peace and less chaos. Your team wants more
professional marketing systems.

Submit the form below and get your HubSpot portal audited!

Frequently Asked Questions

You will get your HubSpot portal audit report in a Google doc format.

 

 

The document will be divided into the following sections:

 

1. Your Contacts feature including lists,
2. Sales activity section,
3. Companies section,
4. Settings section,
5. Forms section,
6. Deals section.

Since we respect your privacy and security fully, we agree to sign an NDA with you so you never worry about your account again. 

 

We are also using Google Authenticator so our team has only authenticated access to your portal.

We have over 100 case studies of auditing and optimizing the Hubspot portals of our clients. However, all of them are under NDA. 

 

As we can’t disclose full Hubspot audit documents with you, we are willing to screen share and show you some samples of our work.

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