Unlock the Full Power of HubSpot:
A Comprehensive (Self-Service) Audit Guide for You
17 min read
Save time, money, and headaches!
- Is your HubSpot portal a mess?
- Are you missing out on its full potential
Discover how our free self-service HubSpot audit guide can save you time, money, and frustrations!
This free self-service HubSpot audit guide will lead you through cleaning your HubSpot portal. An organized and optimized portal can save you up to 43% on your HubSpot subscription costs, save your team endless hours (and frustration!), and save you the headaches of dealing with it all!
The 23-page guide (a 17-minute read) includes:
- The goals of a comprehensive HubSpot audit
- When to perform a HubSpot audit
- How to prepare for the audit
WHAT IS IN THE GUIDE?
How to increase the value you get from your HubSpot portal
While HubSpot’s capabilities are endless, when things are broken, missing, or not performing as well as they should, it ultimately means that you’re not getting the most value out of your HubSpot investment. And, worse, a messy portal can actually cost your organization money.
Download Your 23-page Guide
GUIDE DETAILS
The Elements of a Comprehensive HubSpot Audit
Functionality and Settings
The most fundamental piece for access and communication
Marketing Operations
Frameworks, automation, processes, and integrations
Contacts and Companies
De-dup, merge, and clean up; set up properties and views
Communication Automation
Standardize workflows, sequences, and lists
Templates
Sales, quotes, whatsapp, email, system, and layouts
Organization
Naming conventions, conversations, collateral and files
Blog
Tags, clusters, campaigns, linking strategy, calls-to-action
Metrics & Reporting
Dashboards and performance reporting
Get the guide
Ready to optimize your HubSpot portal? Download the free guide now and take control of your success!