Fine-tune your HubSpot portal, uncover opportunities to enhance productivity across your teams and make the most of your tools with a HubSpot audit.
Tired of dealing with a messy contacts database? Frustrated with incomplete data, gaps in your sales funnel, and inaccurate reporting?
I can help.
It's time to gain clarity, optimize performance, and supercharge your CRM with a HubSpot audit.
Let's clean up your CRMA HubSpot audit is a comprehensive assessment of your HubSpot account and its usage to ensure that you are leveraging the platform to its fullest potential.
Each audit typically starts with an in-depth review of your HubSpot account settings, configurations, and data structure. This includes looking at how you've set up your contacts, companies, deals, and any custom properties.
I'll also analyze your automation workflows to ensure they are set up correctly and efficiently. Recommendations may include improving lead nurturing sequences or reconfiguring automation rules.
Additionally, I'll conduct a review of your reporting dashboards and analytics setup to make sure you're tracking the right metrics and getting actionable insights from your data.
Once your audit has been completed, I'll deliver a strategic plan with clear actionable steps that will guide you towards ensuring seamless HubSpot integration, along with expert best practices that effortlessly become part of your team's daily playbook.
Elevate your HubSpot performance with these tailored audit packages, designed for every business's needs.
USD$1,500
Purchase CRM & Reporting AuditThe HubSpot CRM is at the foundation of everything in HubSpot. I'll evaluate the baseline tools in your HubSpot CRM, such as:
USD$2,000
Purchase Marketing or Sales Hub AuditA comprehensive audit of your sales or marketing hub (your choice!) where I evaluate all tools in the hub of your choice, including:
USD$3,000
A comprehensive audit of both your sales and marketing hubs where I take a deep dive into:
USD$4,000
Purchase Marketing, Sales & Service Hub AuditA serious package for serious business. I'll conduct an in-depth audit of your marketing, sales and service hubs.
Need a custom audit solution not listed here?
Book a free consultation call with me to discuss how I can help you optimize your HubSpot portal.
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Book a free consultation where we focus on your goals and needs without any sales pitches.