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HubSpot Portal Audit

Just like you would go to an accountant to review your finances or a doctor to check your health, visiting a HubSpot expert for a periodic portal audit helps ensure everything is running smoothly.

Get the most out of your HubSpot investment.

HubSpot is a singular application that can take the place of six or more online tools. This powerful platform is a customer relationship management (CRM) tool — but it’s not JUST that.

Companies also use HubSpot for sales, marketing, service, and content management. With HubSpot, all the information you need to make informed decisions to grow your business is in one spot. However, like any good tool, your teams can't do their work effectively if your HubSpot portal is messy.

So what do you do? Visit the experts for a HubSpot portal audit!

A HubSpot portal audit is like a check-up for your automation tools. This process can help identify areas where your portal might fall short of your needs and offer recommendations on how to utilize the system more effectively. This comprehensive review covers everything from your HubSpot account configuration and settings to checking the portal for duplicate contacts. Here's how it works:

Identify Your Long-Term Goals
The first step to business success is to determine your company's goals. Once the goals are clearly outlined and a plan in place to reach them, you can align your HubSpot portal to help you achieve those goals. From the types of reports you generate to lead segmentation, everything starts with an end goal in mind. We help you define your big picture so your HubSpot portal can help you reach your destination.
Take a Deep Dive Into Your Portal
After we determine your goals, we take a peek under the hood of your current HubSpot portal. Our HubSpot Ninjas have seen it all and can dive into your dashboard, reports, database, lists, and companies that might need tweaking to make your HubSpot portal sing. Our portal audit identifies inefficiencies that stifle growth, frustrate your sales team, and missed opportunities to convert leads into customers. Then we show you how to fix them — or fix them for you. 
Create a Plan for Portal Clean-Up

When we complete the deep dive, we provide you with a detailed report outlining the steps to take to unleash the power of your HubSpot portal. Our HubSpot Geeks will walk you through each step so that you understand the reasoning behind our suggestions as well as best practices for accomplishing the clean-up. If you're too busy or overwhelmed by our assessment, you can hand the portal maintenance off to us to handle for you. 

Ready for a tune-up (or a complete overhaul) of your HubSpot portal?

Our team of certified HubSpot Geeks is ready to help your business grow. Schedule below and speak to a Geek, today!

What is the Geekly Approach to HubSpot Portal Audits?

Where Do You Want to Go?

In today's GPS world, getting to where you want to go is simpler than ever. Yet, people still get lost if they don't know where they're going. Before starting a HubSpot portal audit, we help you outline where you want your company to be so your portal can help you get there.

We look at things like: 

  • Dashboards
  • Templates
  • Custom reports
  • Contacts 
  • List segmentation
  • And more

  • Company-Logos_VPM-Solutions
  • Viking-Logo
  • OspreyLogo
  • The Peak Group
  • SmartcapLogo
  • ArizonaLogo
  • Company-Logos_Joseph-Group
  • RevolutionLogo
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  • Poe Group
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What Clients Say About Us Geeks

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    Orange Marketing
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    VPM Solutions
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    Charleston Property Company
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    The Zadegan Group
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    Renters Warehouse SE Virginia
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    The Peak Group
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    SMARTCAP, Inc.
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    VPM Solutions