Need to get an overall grasp of a client's HubSpot account?
Let us walk through the client's portal to help determine what they are currently leveraging within the HubSpot platform and any areas of improvement.
Our standard audit reviews and lists recommendation for the following sections of HubSpot Application:
- INITIAL SET UP
- CONTACTS
- CONVERSATIONS
- MARKETING
- SALES
- SERVICE
- WORKFLOWS
- REPORTS/DASHBOARDS
You can work with your Project Manager to decide the specifics needed for your client's audit as we can add or remove details based on your needs.
Delivery Format
The Audit can be create white label using your branding or presented in a Google Document allowing you to present how needed.
Example
Below are a few snap shots of an actual branded Audit created for an agency
Estimated delivery: 3 - 5 Business Days
Project Template
Project Type: Audit
Project Title: HubSpot Portal Audit
1Password?: Yes (Make sure you add your domain to your 1Password Vault)
HubSpot Account: Portal Id
Project Description:
Specific details wanting to be reviewed in the audit. Speak with your PM for what is delivered in our standard Audit and discuss if anything else is required for your client.