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.

  1. Are you using HubSpot to its full potential?
  2. Have you inherited HubSpot from a previous staff member?
  3. Do you know if your HubSpot needs a cleanup?
  4. Are there some underlying problems in your strategy that you are unaware of?
  5. Are you creating enough qualified marketing leads?
  6. Are you able to forecast your deals in real time?
  7. Is your HubSpot sales process broken?
  8. 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.

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