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HubSpot Portal Audit

A Clean CRM is A Happy CRM

HubSpot is a tool meant to make your life easier.

Your HubSpot portal can be tailored to the specific needs of your business and employees. It should
feel natural and intuitive to use, not forced or confusing.

Many HubSpot users have no idea just how much they can customize their portal. From customized
reporting dashboards to custom contact record views, we’ll help you turn your HubSpot software
into a seamless extension of your ideal internal processes.

View Your HubSpot Through Fresh Eyes

No matter how long you’ve been on HubSpot, it can be helpful to get an outside analysis of your processes to identify opportunities for improvement.

Our HubSpot Portal Audit will take us on a deep dive through your entire HubSpot portal, including marketing performance, properties, workflows, forms, sales tools, content strategy, and so much more.

Get More Out of Your HubSpot Tools

Improve and standardize your processes
across your team.

Real Problems We’ve Solved

  • “We have lots of blogs but there’s no strategy behind them. How can we optimize our existing content to get more traffic and leads from what we’ve already written?”
  • “We don’t use any of the automation – we don’t really know how to set it up. We would love to
    have automated workflows but we need help with the messaging, branding, and building.”
  • “Salesforce is too complicated for what we need to do and we want to use HubSpot instead, but we don’t know where to start. What tools do we need and do they cost extra?”
  • “We need to migrate our blog on to HubSpot but we don’t want to lose the look and feel.”
  • “One of our sales reps closes many more deals than anyone else on the team. How can I clone their processes so the rest of our team can replicate those results?”
  • “We sometimes have a hard time remembering to follow up or have to dig through our inboxes to remember if we sent a follow up email. It would be much easier if we could get automated reminders when it’s time to send an email or make a phone call.”
  • “To be honest, I didn’t know HubSpot offered those tools. How can I get started? Will you help me teach my team how to use them?”

Marketing Tools

  • Blog optimization
  • SEO planning
  • Topic cluster strategy
  • Gated content offers
  • Branding & messaging
  • Live chat and chat bot
  • Social media publishing
  • Paid ads integration
  • Automated workflows
  • Pop up lead flow forms

Sales tools

  • Deal management
  • Sales pipelines
  • Sales sequences
  • Templates and snippets
  • Email integration
  • Lead rotation
  • Lead scoring
  • Product library
  • Playbooks
  • Internal task assignment and reminders

Templates

  • Email templates
  • Landing page templates
  • Blog list page templates
  • Individual blog page templates
  • Web page templates
  • Global navigation and footer
  • Branding account settings

Customized Reporting

Gain actionable insights into marketing
and sales performance.

Real Problems We’ve Solved

  • “I want to know which channels deliver the most leads so we can re-allocate our budget to make the biggest impact.”
  • “How do we prove the ROI on our marketing efforts? How can I show exactly how much revenue can be attributed to the campaigns we’re running?”
  • “We don’t really have a sales process – each rep kind of does their own thing. I need a report that tells me individual and team performance so I can make sure we’re being efficient.”
  • “I want to be able to see a high level overview of our marketing performance without having to dig through a bunch of data. I just want it to be emailed to me so I can stay on top of our campaigns.”
  • “Marketing is bringing in a lot of leads but our sales team says they’re bad leads. Is there something wrong in our marketing efforts or our sales process?”

Reports

  • Customized marketing dashboards
  • Customized sales dashboards
  • Customized service dashboards
  • Automated reports emailed to your team
  • Custom reports

Check Your Tech

Make sure your HubSpot is firing
properly in the backend.

Real Problems We’ve Solved

  • “We create a new form every time we make a landing page. Is there a more efficient form strategy while still being able to report on individual landing page performance?”
  • “Our e-Commerce platform is integrated with HubSpot but it seems like there’s data missing. How can I be sure the two platforms are communicating properly?
  • “There are hundreds of workflows in our portal but zero actively enrolled contacts. We’re nervous to turn them off since we don’t really know if that will disrupt other processes.”
  • “We are having problems with the formatting of our forms when we add them to non-HubSpot pages.”
  • “I don’t have an in-house developer. Can you help me make sure my HubSpot backend is properly set up?”

Technical Set Up

  • Tracking code installation
  • Subdomain set up
  • Integrations
  • Users and teams
  • Notifications

Forms

  • Duplicate form consolidation
  • Form replacement
  • Form field standardization
  • Form organization
  • Native forms
  • Collected forms

Get the Inside Scoop

Some clients want us to go in and do the heavy lifting, while others are eager to learn how to do it themselves. If you’re more of the DIY type, we can provide a roadmap for your HubSpot portal clean up and training sessions to set you up for success.

Request a free marketing assessment

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