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HUBSPOT AUDIT


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LOOKING TO ADD HUBSPOT OR UPGRADE YOUR HUBSPOT STACK?

Our team can save you an average of $4,000*!

LET'S CHAT

WHAT IS INCLUDED IN A
HUBSPOT AUDIT?

YOU'RE INVESTING IN HUBSPOT, BUT ARE YOU REALLY GETTING THE MOST OUT OF IT? IS YOUR INVESTMENT WORKING FOR YOU?

MARKETING HUB

Marketing Hub includes Free, Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your Marketing Hub including ads, email, social media, blog, landing pages, calls-to-action, forms, campaigns, SEO, and projects.

SALES HUB

Sales Hub includes Free, Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your Sales Hub including deals, tasks, documents, meetings, playbooks, sequences, and more.

SERVICE HUB

Service Hub includes Free, Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your Service Hub including ticketing, ticket pipelines, knowledge base, 1:1 video, NPS surveys, customer experience surveys, customer support surveys, tasks, task automation, playbooks, webhooks, and more.

CMS HUB

Marketing Hub includes Professional and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your CMS Hub including mobile optimization, smart content, HubDB, website pages, design manager, content staging, themes, templates, modules, domains, password protected pages, A/B testing, memberships, partitioning, CDN configuration, site performance, and serverless functions.

CRM

The HubSpot CRM is at the foundation of everything in HubSpot. Through the HubSpot Audit, we will evaluate all tools in your HubSpot CRM including contact database, properties, duplicate contacts, calculated properties, HubSpot score, conversations inbox, live chat, chat bots, snippets, templates, lists, and dashboards.

REPORTING

There is a lot of reporting power and transparency in HubSpot. Through the HubSpot Audit, we will evaluate all HubSpot reporting (included reporting as well as any paid reporting add-ons). This may include custom reports, standard reports, dashboard modules,

WHAT IS A HUBSPOT AUDIT?

The HubSpot Audit is aimed to clean up your HubSpot platform and ensure that you're using the platform as efficiently and effectively as possible. If you have invested in HubSpot, you know how powerful it can be, but unfortunately, you don't know what you don't know. The HubSpot Audit is focused on helping you to get the very most out of your investment in Marketing Hub, Sales Hub, Service Hub, CMS Hub, CRM, and reporting tools. Each section will be evaluated and our team will make recommendations based on our evaluations and best practices so that you and your team can use HubSpot to effectively reach your goals. Our team will also make suggestions for tools and hubs that you should add and/or remove from your HubSpot stack in order to be more effective with your portal.

HOW LONG DOES IT TAKE TO DEVELOP
A HUBSPOT AUDIT?

Every business is different. Their goals, strategies, and teams are different. Thus - their HubSpot portals are all different. Depending on the size of your organization, needs, goals, HubSpot stack, how long you have been using HubSpot, and how much content you have in your portal, your HubSpot Audit will take between three and eight weeks to develop. This isn't a simple overview, it's a full and actionable document to help you truly cleanup your portal and start using it to the best of its abilities.

 

WHAT HAPPENS AFTER THE HUBSPOT AUDIT?

Inevitably, through the HubSpot Audit, our team will uncover changes and updates that need to happen. With the HubSpot Audit in hand, you are equipped with the information needed to update your portal. If you or your team don't have the bandwidth or expertise to implement the recommendations, our team is ready to help. We can develop the right strategy and prioritize changes in order to deliver on the recommendations in the audit.

 

WE KNOW HUBSPOT

Our entire team is trained in HubSpot and we have the certifications to prove it. Here are the HubSpot Certifications under our belt.

Social Media Certification
SOCIAL MEDIA CERTIFICATION
CMS Implementation Certification
CMS IMPLEMENTATION CERTIFICATION
Inbound Marketing Certification
INBOUND MARKETING CERTIFICATION
Inbound Certification
INBOUND CERTIFICATION
Contextual Marketing Certification
CONTEXTUAL MARKETING CERTIFICATION
HubSpot Marketing Certification
HUBSPOT MARKETING CERTIFICATION
Selling Sales Services Certification
SELLING SALES SERVICES CERTIFICATION
HubSpot Sales Certification
HUBSPOT SALES CERTIFICATION
HubSpot Solutions Certification
HUBSPOT SOLUTIONS PARTNER CERTIFICATION
Inbound Sales Certification
INBOUND SALES CERTIFICATION 
Frictionless Sales Certification
FRICTIONLESS SALES CERTIFICATION 
Client Management Certification
CLIENT MANAGEMENT CERTIFICATION
Developing a Sales Plan Certification
DEVELOPING A SALES PLAN CERTIFICATION
Content Marketing Certification
CONTENT MARKETING CERTIFICATION
10-1523036200672
GROWTH DRIVEN DESIGN AGENCY
83-1584064893305
PIESYNC FUNDAMENTALS
77-1578075546539
CMS IMPLEMENTATION
87-1585080276115
HUBSPOT CMS FOR MARKETERS


*Savings based on average savings of HubSpot onboarding and discounts on full retail price. Not a guarantee of savings.

GET YOUR HUBSPOT AUDIT

GET MORE OUT OF YOUR INVESTMENT

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HUBSPOT PORTAL AUDIT


Are you using HubSpot to its full potential? Are your processes and systems setup for success? 

If you're not sure or want to get more out of HubSpot Marketing, Sales, Service, CMS, and CRM, let our team evaluate your current portal and make recommendations on changes for better efficiency and success!

GET YOUR HUBSPOT AUDIT