HubSpot Full Audit and Recommendations

Imogen Where

Starting at

$

50

About this service

Summary

HubSpot is a powerful tool. Are you maximising its potential? Are you utilising it to its fullest extent? Through my comprehensive audit, you will gain a thorough understanding of how your portal compares to best practices. During the audit, I will perform the following for each hub you have:
CRM: This includes an assessment of the health of your contacts, companies, and deals. Additionally, it will cover your lists, reports, and chatflows. I will also scrutinise your basic portal configurations.
Marketing: I will delve into all aspects of the Marketing Hub level you're currently using. Depending on your package level, you will receive a list of actionable recommendations for improvement.
Sales: Similarly, I will cover all aspects of the Sales Hub level you're on. You can expect a list of actionable recommendations based on your package level.
Service: This involves a comprehensive review of all aspects of the Service Hub level you're utilising. Like the other hubs, you will receive a list of actionable recommendations based on your package level.
Once I have completed the audit, we will have an hour-long meeting to discuss the findings, my recommendations, and the overall health score I give your system. By the end of the meeting, you will have access to the audit, recommendations, and health score.

What's included

  • Comprehensive Audit

    I'll evaluate every aspect of your CRM, including the health of contacts, companies, and deals, along with lists, reports, and chatflows. The Marketing Hub, Sales Hub, and Service Hub will undergo a detailed review, providing actionable recommendations tailored to your package level.

  • Actionable Recommendations

    A set of clear recommendations, derived from the audit and best practices, will be structured to indicate which are quick and easy to implement and those that will take some time and may require strategic planning.

  • Presentation

    An hour-long meeting to discuss the audit and recommendations, where you will receive the audit findings, health score, and recommendations,

Duration

1 week

Skills and tools

Digital Marketer

Marketing Strategist

Social Media Strategist

Canva

Google Drive

HubSpot

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HubSpot Assistance

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