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HubSpot Audit

High-performance engines require regular maintenance and tuning by skilled hands. Let's see how yours is doing!

HubSpot Audit

Systems and Business Alignment Challenge

The HubSpot Growth Suite is a seriously powerful tool and we challenge you to answer these two questions.

- Are you maximising your HubSpot system fully?
Is the HubSpot system and the Inbound methodology implemented across all your Marketing, Sales and Client Services departments?

If you are unsure or have answered no to either or both of these questions, then the HubSpot Audit is ideal for you.

Your audit will cost just £397 + VAT and you will receive a full report afterwards with our findings and recommendations. 

If you engage us to rectify the report findings, we fully refund the audit fee....Sound fair?  

Ready to speak with one of our HubSpot consultants?

Schedule My HubSpot Audit

 

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  • 01. Consultancy Call

    Your consultancy call is the starting point of a structured audit process that ensures we can achieve a clear understanding of your current business and its integration with HubSpot. It includes:

    - A dedicated HubSpot qualified consultant
    - 60 minutes remote Zoom call
    - Business Model vs HubSpot use case assessment

    Whether you set up your portal yourself, through HubSpot onboarding or another agency, it's OK! We're not here to judge, simply to understand your business so we can then move into the goal planning session, start to identify new goals and determine how HubSpot can help you achieve these.

     

    Schedule My HubSpot Audit  

  • 02. Goal Identification

    The goal session is a critical part of your consultancy call and is all about identifying your goals across these three core areas:

    - Company Goals: Marketing, Sales & Client Service
    - Client Goals: Who you are targeting & how you are managing them
    - Revenue Goals: Determining you 'Need to Have' and 'Nice to Have' objectives

    With a better understanding of your goals and business model, we now have a baseline to measure your HubSpot portal features and work done to date to ascertain if it's geared up to meet your goals.

     

    Schedule My HubSpot Audit  

  • 03. HubSpot Portal Analysis

    After your initial 60-minute consultancy and goal planning call, it's time for our HubSpot specialists to do a deep dive into your portal to check your progress and identify areas for improvement. Our experts will look at:

    - CRM & Master Settings
    - Marketing Campaigns & Performance
    - Sales Campaigns & Performance
    - Service Campaigns & Performance
    - Analytics Dashboard & Reporting
    - The utilisation of HubSpot tools & identify any under utilisation

    The portal analysis allows us to assess your efforts to date and provide a respectful and open report on what is working well, what is missing and what improvements can be made to help you achieve your goals.

     

    Schedule My HubSpot Audit  

  • 04. Goals Gap Analysis

    The Goals Gap Analysis is a straight-talking report that demonstrates our understandings of your business model and the findings of the portal analysis with gap identification. It includes:

    - Where you are today
    - How HubSpot is assisting you 
    - Where you want to go with your goals in the future
    - What gaps are in play that are stopping you achieving these

    With the current situation understood and future goals identified, any gap is easily pinpointed. This leads into the final area of the audit which is the recommendations report. 

     

    Schedule My HubSpot Audit  

  • 05. Recommendations

    The recommendation report written for you by your HubSpot Inbound Growth Specialist provides you with ideas and guidance that will allow you to get the best out of HubSpot, as well as your commitment to the Inbound methodology.

    - Recommendations for improvements and tool utilisation inside HubSpot

    - Recommendations on business, marketing sales and client services strategies to assist you with moving toward your goals

    - Provide an option for you to convert the report into a GrowthEngine roadmap through a managed retainer.

     

    Schedule My HubSpot Audit  

     

 
  • 01. Consultancy Call
  • 02. Goal Identification
  • 03. HubSpot Portal Analysis
  • 04. Goals Gap Analysis
  • 05. Recommendations

01. Consultancy Call

Your consultancy call is the starting point of a structured audit process that ensures we can achieve a clear understanding of your current business and its integration with HubSpot. It includes:

- A dedicated HubSpot qualified consultant
- 60 minutes remote Zoom call
- Business Model vs HubSpot use case assessment

Whether you set up your portal yourself, through HubSpot onboarding or another agency, it's OK! We're not here to judge, simply to understand your business so we can then move into the goal planning session, start to identify new goals and determine how HubSpot can help you achieve these.

 

Schedule My HubSpot Audit  

02. Goal Identification

The goal session is a critical part of your consultancy call and is all about identifying your goals across these three core areas:

- Company Goals: Marketing, Sales & Client Service
- Client Goals: Who you are targeting & how you are managing them
- Revenue Goals: Determining you 'Need to Have' and 'Nice to Have' objectives

With a better understanding of your goals and business model, we now have a baseline to measure your HubSpot portal features and work done to date to ascertain if it's geared up to meet your goals.

 

Schedule My HubSpot Audit  

03. HubSpot Portal Analysis

After your initial 60-minute consultancy and goal planning call, it's time for our HubSpot specialists to do a deep dive into your portal to check your progress and identify areas for improvement. Our experts will look at:

- CRM & Master Settings
- Marketing Campaigns & Performance
- Sales Campaigns & Performance
- Service Campaigns & Performance
- Analytics Dashboard & Reporting
- The utilisation of HubSpot tools & identify any under utilisation

The portal analysis allows us to assess your efforts to date and provide a respectful and open report on what is working well, what is missing and what improvements can be made to help you achieve your goals.

 

Schedule My HubSpot Audit  

04. Goals Gap Analysis

The Goals Gap Analysis is a straight-talking report that demonstrates our understandings of your business model and the findings of the portal analysis with gap identification. It includes:

- Where you are today
- How HubSpot is assisting you 
- Where you want to go with your goals in the future
- What gaps are in play that are stopping you achieving these

With the current situation understood and future goals identified, any gap is easily pinpointed. This leads into the final area of the audit which is the recommendations report. 

 

Schedule My HubSpot Audit  

05. Recommendations

The recommendation report written for you by your HubSpot Inbound Growth Specialist provides you with ideas and guidance that will allow you to get the best out of HubSpot, as well as your commitment to the Inbound methodology.

- Recommendations for improvements and tool utilisation inside HubSpot

- Recommendations on business, marketing sales and client services strategies to assist you with moving toward your goals

- Provide an option for you to convert the report into a GrowthEngine roadmap through a managed retainer.

 

Schedule My HubSpot Audit  

 

Want Some Help?

 
If you are considering working with an agency to get things moving faster, our team of Certified HubSpot Inbound consultants love helping you achieve great things.

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Book a no obligation GrowthEngine Exploratory Consultation, 15 minutes, no catches, no sales pitch, we just listen to what you are trying to achieve and help with some ideas on how to get there.

Let's Talk