Comprehensive Analysis & Strategic Optimization

This audit is designed for businesses that want to maximize their investment in HubSpot, streamline their operations, and improve their marketing, sales, and customer service efforts. Through a structured approach, we analyze your current setup, identify gaps and inefficiencies, and provide a clear roadmap for improvement.

🔹 What’s Included?

1. Two Consulting Calls

   • Call 1 – Discovery & Assessment (90 mins)
     • Deep-dive interview with key stakeholders.
     • Analysis of business processes and current HubSpot setup.
     • Understanding the tools you use, their costs, and how they integrate.
     • Diagramming of your business workflow to uncover inefficiencies.
   • Call 2 – Presentation of Findings & Strategy Discussion (60 mins)
     • Delivery of the audit report.
     • Prioritized recommendations based on impact and feasibility.
     • Strategic roadmap for implementation.

2. Comprehensive Audit Report

   • An in-depth document analyzing where you are and what to improve, structured by HubSpot Hubs:
     • CRM Hub – Data management, segmentation, automation, integrations.
     • Sales Hub – Pipeline efficiency, deal tracking, automation, reporting.
     • Marketing Hub – Campaign analysis, SEO, lead generation, automation.
     • Content Hub – Website structure, blog strategy, conversion optimization.
     • Service Hub – Ticketing system, customer support automation, knowledge base.
     • Operations Hub – Data syncing, integrations, process automation.
     • Data & RevOps – Reporting, dashboards, forecasting, revenue strategy.

3. Detailed Action Plan

   • Recommendations table including:
     • Priority (High, Medium, Low)
     • Impact (Revenue, Efficiency, Scalability, User Experience)
     • Title & Description
     • Required Resources & Effort
   • Implementation Roadmap broken into Q1, Q2, Q3, Q4 for easy execution.

4. Business Process Diagram

   • Visual representation of current workflows & suggested improvements to enhance efficiency.

🔹 Who is this for?

• Businesses using HubSpot but not leveraging its full potential.
• Companies experiencing data inconsistencies, low automation, or inefficient processes.
• Teams that struggle with lead generation, conversion, or retention.
• Businesses looking for a clear roadmap to scale their HubSpot strategy.

🔹 Why Choose This Audit?

✅ HubSpot Expertise – 6+ years of experience as a certified HubSpot partner.
✅ Comprehensive & Actionable – Not just an analysis, but a step-by-step roadmap for execution.
✅ ROI-Focused – Prioritization based on impact on revenue, efficiency, and scalability.
✅ Strategic Guidance – Insights tailored to your unique business model and goals.