Take control of your HubSpot portal

This is included in each HubSpot Health Check as standard. We'll ensure all your account defaults are set up correctly, review users and teams, check that all possible tracking codes are present and correct, make sure your portal is secure and make sure that all your inboxes are set up correctly.here the sequence of items is important

General: We'll perform a basic data hygiene checkup, review your property setups and how you are using lifecycle stages. You'll receive recommendations that will help you to clean your data in HubSpot.

Deep dive: We'll do everything in the basic checkup, but look further into the formatting of your data - with special attention to how you are gathering it. We'll equip you with recommendations for what you need to be able to manage your data effectively in the long-term.

General: We'll look at your workflows, tell you which are redundant and how to organise them so you can manage them properly. We'll look at your key workflows and ensure they are aligned with best practice.

Deep-dive: We'll review three of your key workflows and do a thorough diagnostic check, identifying any potential issues and give you recommendations to streamline. We'll also make personalised suggestions of workflows that you could implement in your business, with best practice examples.

General: We'll look over your reports and dashboards and suggest areas to streamline. We'll also suggest key reports that could be set up to optimise the way you use HubSpot across teams.

Deep-dive: Reporting gets very complex, so we only offer a deep-dive into reporting as a Technical Project.

General: We'll review your key forms and use of pop-ups, and suggest changes to improve conversion rates based on best practice. You'll also get a thorough analysis of your landing page template, with clear guidance on how it can be improved to convert more visitors.

Deep-dive: We'll review your use of CTAs, including language used and placement across your website. We'll also look at the proportion of top and bottom of the funnel offers, and make suggestions to ensure the most effective balance. You'll also receive suggestions of new conversion points you could consider.

General: We'll review your email performance, compare them to industry benchmark figures, and highlight where you can make changes to improve your results. We'll also have a look at whether you are utilising all of HubSpot's email marketing capabilities, like A/B testing, smart content and personalisation. Where you aren't, we'll give you recommendations on how it could be included in your email marketing strategy.

Deep-dive: We'll look at how you are using email in HubSpot to nurture your contacts to get them sales-ready, and give you tailored advice on what you should have set up. We'll also look at your regular newsletter or email broadcast template and ensure you are set up for maximum performance. 

General: We'll analyse your social media performance and provide recommendations which will see your social metrics grow in HubSpot. We'll also give you ideas on how you can use HubSpot to boost employee engagement with your social media posts.

Deep-dive: Not available for social media.

General: We'll look at performance across your channels for both traffic and conversions, and provide recommendations on how to optimise both. We'll also compare your performance against industry benchmark figures, and where your metrics fall short, provide advice which will help you to exceed them.

Deep-dive: Not available for website traffic.

General: Not available for Sales and Marketing alignment.

Deep-dive: We'll assess if your HubSpot portal has the right things in place for a productive relationship between sales and marketing. This will include looking at the feedback loops you have in place, your lead scoring framework, if you have key reports set up and your method of setting lifecycle stages. In all of these areas, we will provide personalised best-practice recommendations on how your business can be using HubSpot to align your Sales and Marketing teams.

General: We'll look at your usage of all the sales tools, including tasks, playbooks, meetings, quotes and target accounts, and ensure you are using the full capabilities of each.

Deep-dive: We'll analyse two of your most-used sales sequences and provide you with personalised actions to optimise based on best practice. We'll also review your sales pipeline setup, and give you advice on how to streamline it to make your sales process in HubSpot more effective and efficient. 

General: Check if you are using all the of the customer service features available to you in HubSpot, which might include chatbots, live chats, tickets, customer portals and membership portals, depending on your subscription. We'll provide you with insight into how they will best work for your business if you're using them already, and if you are, clear steps on how to optimise them for the best possible customer experience.