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HubSpot Health Check

Having issues with HubSpot or wondering if you're fully leveraging all the features you're paying for?

The HubSpot Health Check is designed for all Hubs and Tiers, offering valuable insights and benefits to boost sales, streamline marketing and elevate customer service. 

Maximise your HubSpot investment and drive your business forward with confidence.
 

HubSpot Health Check benefits

Forest Trees

​​​Who can benefit from a HubSpot Health Check:

The HubSpot Health Check is suitable for companies of all sizes and is designed to offer valuable insights and benefits no matter which HubSpot Hubs and Tiers you have. Common scenarios include companies that are:

  • Looking to scale or have recently scaled.

  • Concerned that HubSpot isn't being optimised.

  • HubSpot no longer aligns with your business objectives and processes.

  • Experiencing change in team structure or personnel.

  • Experiencing issues and need help understanding the problem.

  • Struggling to access, view or utilise data.

  • Have Data Quality issues.

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Health Check benefits include:

  • Increased value by optimising your HubSpot subscription.

  • Potential cost savings by consolidating systems.

  • Improve key users' knowledge of HubSpot’s capabilities.

  • Roadmap for success and planning the next steps in how HubSpot can support your objectives.​​​​

HubSpot Health Check Steps

1

Initial Consultation

We begin with a call with key stakeholders and HubSpot Users to discuss: 

  • Aim & Objectives

  • Current processes

  • Integrations and data stored externally to HubSpot

  • Teams, Key Users and HubSpot experience

  • Specific issues  and pain points

  • Reporting requirements​​​​​​

2

HubSpot Portal Audit

A comprehensive audit of your HubSpot portal including: 

  • Data Quality

  • Account settings and technical set-up

  • Dashboards & Reports

  • Automation

  • CRM Customisation

  • Deals & Pipeline Stages

  • Lifecycle Management

  • Email Health & Tracking

  • Tickets and Ticket Stages

  • Any any other recommendations

3

Report Presentation & next  steps

The comprehensive report is emailed and presented to the team. The report will include:

  • Recommendations for improvements and fixes

  • How to optimise HubSpot using relevant features already included in your subscription

  • Effort v Impact chart to help plan your Roadmap

  • Assessment of your current account versus your requirements​​

After the Health Check, Indigo Iris can provide consultancy support or training to ensure you continue to see the improvements and benefits.
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