Signs it’s time for a HubSpot Audit & Refresh
- Key business processes are being done outside of HubSpot or within spreadsheets.
- Only some team members are really use HubSpot in their day to day.
- Too many lists, email templates, workflows, etc that you don’t use or no longer work.
- Data is missing, incorrect, or in the wrong places; making it difficult to take action.
- You’ve recently inherited a Hubspot portal and you are struggling to understand why it was set up the way it was.
Step #1: HubSpot Audit
Review Current Business Strategy & Goals
Our team works with you to understand your specific use case, including your goals and objectives. A deep understand of your business is essential to tailoring the platform to your unique business needs
HubSpot Audit & Analysis
Our team will conduct a holistic review of your CRM, hubs (ie. Marketing, Service) and modules (ie. Lists, Workflows) as well as the assets contained inside your HubSpot instance. We will assess the current state of your instance against both industry best practices as well as your use case, stated goals and objectives.
Prepare and Review Audit Report
At the completion of the audit, Revenue Creators will provide a detailed report of our findings as well as a prioritized list of recommendations. We'll also meet to discuss our findings, recommendations, and plan for the next phase of the project.
Step #2: HubSpot Refresh
Objects & Properties
Identify and quarantine for removal any unused/unpopulated properties, merge data for redundant or duplicate properties, organize properties into property groups, and standardize naming conventions.
Contacts
Identify and quarantine for removal of duplicate or disengaged contacts to help minimize your HubSpot subscription costs.
Lists
Identify and quarantine for removal any unneeded or unused lists, create lists (if needed) for customer lifecycle marketing automation, and standardize naming conventions.
Automation & Workflows (Email Automation)
Identify and quarantine for removal any unneeded or unused workflows, identify (if needed) any customer lifecycle marketing automation, and standardize naming conventions.
Chatflows (Bots)
If already implemented we'll test and ensure bots are firing as intended or we'll add basic chatflows per industry best practices (with your guidance.)
Forms & Pop-ups
Identify and quarantine for removal any unneeded or unused forms, create forms (if needed) for customer lifecycle marketing automation, and standardize naming conventions. If already implemented we'll test and ensure pop-ups are firing as intended or we'll add basic pop-ups per industry best practices (with your guidance.)
Saved Views
Identify and quarantine for removal any unneeded or unused saved views, create basic saved views (if needed) for customer lifecycle marketing automation, and standardize naming conventions.
Settings & Permissions
Ensure settings are optimally configured, tracking codes/elements are installed properly, team permissions are correct and brand standards are implemented.
Tech Stack Integration
Confirm all relevant mar-tech integrations with HubSpot are configured properly.
Guidance & Coaching
Throughout the Audit & Refresh program we'll meet to discuss your HubSpot portal as well as coach you and your team on best practices for how to use all of the tools to maximize growth.
Systems Optimization
Near the conclusion of the project we'll review the initial results post-refresh and ensure all of the updates are contributing towards helping you meet your stated goals and objectives.
