Have you ever reviewed your HubSpot setup and felt that it wasn’t living up to its potential? Think of it like a room that’s just a bit too warm—manageable, but not quite where you want it. That’s where we step in, offering the fresh perspective needed to bring everything into balance.
Our assessment and recommendations process goes beyond a simple review. It’s a thorough and transformative journey that dives deep into your HubSpot usage, uncovers valuable insights, and delivers strategic recommendations for improvement. With our expert guidance, each step toward optimization is crafted to enhance your efficiency and drive measurable results.
What’s The Outcome?
At the end of our comprehensive HubSpot assessment and optimization process, you will have a fully customized action plan that aligns your HubSpot setup with your business goals. Here’s what you can expect:
Optimized Account Setup: Your HubSpot configuration, data quality, and integration with other systems will be refined for seamless performance.
Enhanced Marketing & Sales Efficiency: We’ll analyze your campaigns, workflows, and content strategies to ensure every effort drives measurable impact and maximizes ROI.
Streamlined Service & Support: Your customer service processes, including ticket management and feedback collection, will be optimized to improve response times and satisfaction.
Strategic & Tactical Improvements: You’ll receive both high-level recommendations for aligning HubSpot with your business goals and specific tactical suggestions to improve campaigns, workflows, and processes.
Scalability & Future-Readiness: Our recommendations ensure that your HubSpot setup can scale alongside your business, preparing you for future growth.
Budget & Resource Alignment: We’ll make sure our recommendations are tailored to your available budget and resources, providing the highest impact within your constraints.
By the end of the journey, you’ll be empowered with the tools, strategies, and insights needed to fully leverage HubSpot for marketing, sales, and service excellence.
2-6 Weeks
Project Duration
20-150+
Hours Service
100
Percent Satisfaction
Bronze Review
20-30+ Estimated Hours ($6k-$9k total)
Fast Assessment
Choose Focus Areas
Email Support
Basic Recommendations
Silver Review
50-80+ Estimated Hours ($10k-$16k total)
Detailed Assessment
Choose Focus Areas
Chat Support
Advanced Recommendations
Gold Review
120-150+ Estimated Hours ($18k-$22.5k total)
Comprehensive Assessment
Choose Focus Areas
Priority Support
Master Recommendations
What does the review involve?
Our review involves a thorough analysis of your current Hubspot setup, including how you are making use of the various features.
How can I start the process?
Choose from our Bronze, Silver, or Gold Review package and click on the “Start Now”, “Get Started”, or “Go for Gold” button respectively.
What happens after the review?
After the review, we provide a detailed set of recommendations on how you can optimize your HubSpot setup.
HubSpot configuration and settings
Integration with other systems
User roles and permissions
Data quality and hygiene
Lead management processes
Marketing campaigns and performance
Sales workflows and effectiveness
Content strategy and execution
Website traffic and conversion analysis
Social media presence and engagement
Email marketing strategies and metrics
Customer segmentation and targeting
Customer service processes and tools
Ticket management and resolution
Customer feedback collection and analysis
Knowledge base content and accessibility
Strategic Recommendations
Alignment of HubSpot with business goals
Identification of key performance indicators (KPIs)
Suggestions for marketing, sales, and service improvements
Recommendations for maximizing HubSpot features and functionalities
Technology and integration optimization
Tactical Recommendations
Specific optimizations for campaigns, workflows, and processes
Content and SEO recommendations for better visibility and engagement
Lead nurturing and conversion optimization strategies
Personalization and automation suggestions
Customer service enhancements and support tool recommendations
Training & Adoption
User training recommendations to maximize HubSpot usage
Adoption strategies for new features and functionalities
Ongoing support and guidance for continuous improvement
Industry and Business Specific Needs
The project scope should be tailored to your specific industry and business requirements.
Consider your unique challenges and goals when conducting the assessment and developing recommendations.
Scalability
Recommendations should support your business growth and future needs.
The assessment should also evaluate the scalability of your current HubSpot setup.
Budget & Resources
The project scope and recommendations should consider your available budget and resources.
Prioritize recommendations that provide the highest impact within your constraints.