HubSpot Health Check
Are you getting the best out of your HubSpot investment?
HubSpot has many great tools to ensure you can implement a world-class strategy for your business; however, sometimes, those tools can be overwhelming.
- Are you using HubSpot to its full potential?
- Have you inherited HubSpot from a previous staff member?
- Do you know if your HubSpot needs a cleanup?
- Are there some underlying problems in your strategy that you are unaware of?
- Are you creating enough qualified marketing leads?
- Are you able to forecast your deals in real time?
- Is your HubSpot sales process broken?
- Do you have data issues?
We will analyse your HubSpot portal and provide you with actionable information where you can leverage HubSpot further to help your objectives.
A best practice review of all HubSpot setup configurations, including items such as:
- CRM, pipeline and forecasting configuration
- GDPR setup and configuration
- Workflow and automation opportunities - do more at scale
- Data model configuration
- Data segmentation
- Naming conventions
- Lead scoring model
- Template setup and usage
- Technical configuration, such as email and landing page domains
- Blog setup and usage
- Marketing automation usage
We check every configuration in HubSpot.
We provide you with a detailed analysis of how well your HubSpot is optimised and provide recommendations for quick wins and long-term success.
Talk to us now to discuss your health check, or alternatively a custom approach to your needs.