HubSpot Audit

100% Independent Review

HubSpot CRM

Sales

Marketing

Service

We'll deep dive into your systems.

You'll receive valuable insights.

Let's audit your data structure

Let's audit your data structure

We assess of how your system is configured
Map relationships between the objects (e.g. contacts/deals)
Surface duplicate properties
Flag issues when reporting on current data structure

Assess your 'inputs, outputs and outcomes'

Assess your 'inputs, outputs and outcomes'

Test how ‘form’ data enters HubSpot
Assess configuration of Deals Pipelines
Track whether ROI is showing up correctly (e.g. from Ad spend)

Offer a fresh perspective

Offer a fresh perspective

Evidence based assessment of marketing, sales, and service
Recommendations based on 25 years+ consulting experience
Direct and honest feedback, without being too ‘salesy’

“Skate to where the puck’s going to be…”

“Skate to where the puck’s going to be…”

Introduce you to the latest HubSpot tools
Consider whether other data sources could be integrated
Assessment of the role of HubSpot’s AI tools for your team

Scale up!

Scale up!

Based on 150+ client portal configurations
Discover the connection between Contacts, Companies, Deals, Tickets
Instant report on urgent issues
Written ‘30 day implementation plan’*
*you choose whether to continue the journey with us, or work on the plan yourself

HubSpot CRM

Sales

Marketing

Service

Ready to start?

Let's get you moving

Yes please!