Your HubSpot CRM has more potential and is more valuable than you think. We will audit, organize, and optimize your HubSpot portal. With our help, you can get rid of all that outdated and unused information so you can leverage the benefits of an optimized account.
We'll help you get your customer data organized and discover new ways to grow your business.
We review the whole CRM suite based on your subscription (Sales Hub, Marketing Hub, Service) including the analysis of your database (properties usage, data quality, etc.) and overall HubSpot usage.
As the final deliverable, we prepare a document containing audit results that you can keep and use in the future in case you decide to make adjustments on your own or hire another agency.
We also provide you with the list of recommendations and best practices to teach you how to use your HubSpot to its fullest potential.
We will meet with your main stakeholders to discover business needs and goals you hope to achieve by conducting HubSpot portal audit. We will provide you with a pre-launch questionnaire to gather all the information we may need to make this project successful.
Our team of certified HubSpot experts will conduct a full audit of your portal, focusing on the gaps in your usage and everything in between.
As the audit of your account will be completed, we will proceed with the final report preparation aggregating all our findings. Report will also include the list of recommendations and best practices to help you define the next course of action.
We will schedule a meeting with key stakeholders to present and review our findings, leaving you with the documented final report containing the full list of audit results paired with the list of recommendations and best practices aligned with your top business priorities.
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