HubSpot Audit for Paytient

Paytient needed a HubSpot expert to conduct an audit of their account to better understand thier contacts as well as an email marketing expert to review and help them improve their sales emails.

Paytient was having trouble understanding who the contacts and companies in their database were, how they should segment them based on regions and salespeople, and if they had everything set up to segment accordingly.

They wanted to know what contact, company, and deal properties were already set up, which properties were missing critical information, what additional information needed to be collected, and how any new properties should be set up.

In addition, they reviewed email metrics for the emails their sales team sends to prospects and noticed a decline in open rates and click-through rates. They wanted an expert to review the content and provide best practices and recommendations for improvements.

I conducted an audit of Paytient’s HubSpot account. During the audit, I:

Met with sales representatives to determine how they use HubSpot Sales Hub and what segmentation and lists are needed. I identified areas of opportunity for training.

Determined which existing properties will be critical for segmentation, and any new ones that needed to be created.

Looked into existing audience lists and provided a recommendation for new lists and the best way to segment the database.

Looked into missing information for regional segmentation and identified steps to correct.

Provided findings and recommendations to the Paytient Team.

I reviewed the existing sales email content and provide recommendations to enhance the content. I provided findings and recommendations to the Paytient Team.