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HubSpot Audit

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.


πŸ”Ή 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.
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πŸ”Ή 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.
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πŸ”Ή Why Choose This Audit?

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

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