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.
The HubSpot Health Check can benefit companies:
• Looking to scale or have recently scaled
• Concerned that HubSpot no longer aligns with business objectives and processes
• Experiencing changes in team structure or personnel
• Using HubSpot for 12-18 months and questioning if you’re maximising its potential
• Encountering reporting issues
• Struggling to access, view, or utilise data
• Data quality concerns
• Need help problem solving and troubleshooting
Find out more below:
1. Initial Consultation
We begin with a call with key stakeholders and HubSpot Users to discuss:
- Your business objectives
- Current processes
- Future plans
- Team structure and skill sets
- Specific issues you’re facing
The call will take between 1-1.5hr
4. Report Presentation and Discussion
We present and discuss the report with you to ensure clarity and address any questions.
2. HubSpot Portal Audit
A comprehensive audit of your HubSpot portal is conducted. The review may include:
- Dashboards & Reports
- Automation
- Data Quality
- CRM Customisation
- Technical issues
- Deals & Pipelines
- Email Health & Tracking
- Optimisation of Marketing Sales, Service and Operations Hub
5. Action Plan and Support
We agree on the next steps, including any required technical consulting or training.
3. Detailed written Report
A comprehensive written report with expert recommendations on optimising HubSpot for growth and efficiency. The report includes:
- Suggestions for optimising functionality already included in your portal
- Recommendations for improvements and fixes
- Assessment of your current account v your requirements
- Effort vs. Impact chart to help plan your roadmap
6. Ongoing Support
Once the plan and next steps have been agreed, if further or ongoing support is needed Indigo Iris can provide consultancy by the hour to ensure you continue to see the improvements and benefits.