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HubSpot Health Check

Wondering if you're fully leveraging all the HubSpot features that you're paying for or having issues?

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

​​​Which companies could benefit from a HubSpot Health Check?

 

The HubSpot Health Check is an audit of your account with recommendations on how to make the most of HubSpot's features that you're already paying for. It offers valuable insights and often benefits businesses with the following scenarios:

  • 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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What are the Health Check benefits?

  • Make the most of your HubSpot account with recommendations on features to use that you're already paying for. 

  • Potential cost savings by consolidating systems.

  • Recommendations to improve processes, data quality, automation, efficiency and reporting.

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

  • A plan for success and 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

  • HubSpot experience

  • Pain points and issues

  • 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

Presentation & next  steps

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

  • Recommendations for improvements and fixes

  • Optimise HubSpot using features already included in your subscription

  • Effort v Impact chart to help plan your Roadmap

  • Assessment of whether you have the right Hubs & Tiers for 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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