Only $1,200
If your HubSpot portal feels disorganized, you’re not alone. Many teams outgrow their setup before noticing. Our HubSpot audit and action plan provide a clear assessment of what works, what needs attention and what to prioritize.
Many teams outgrow their HubSpot setup before noticing. Our audit and action plan give you a practical, prioritized roadmap tailored to your business.
We start by accessing your portal and discussing your challenges, goals, and the questions you need answered.
Properties, pipelines, lifecycle and deal stages, lead flow, automation, email usage, and reporting gaps — all examined.
A tailored roadmap of what to fix first, with clear recommendations and relevant HubSpot resources.
We’ll begin with a 30 minute kickoff call to access your portal and discuss your challenges. Then, we’ll conduct a comprehensive review of your CRM structure, covering properties, pipelines, lifecycle and deal stages, lead flow, automation, email usage, and reporting gaps. You’ll receive clear insights into inconsistencies, outdated elements and growth barriers. If you wish to explore specific topics further, we’ll recommend relevant HubSpot videos.
After the audit, we’ll create a practical, prioritized action plan tailored just for you. You’ll know what works, what is misconfigured or missing, and what to address first. The result is a clear, actionable roadmap.
Once our audit is complete, we’ll conclude with a 1 hour review call to walk you through the findings, explain our recommendations and answer any questions that you may have. By the end, you’ll have a streamlined HubSpot portal and a clear implementation plan.