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
Take a Deep Dive Into Your Portal
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?
- Outline Your Long-Term Goals
- Peek Under the Portal's Hood
- Hand Off the Plan
- If It's Too Much . . . We Have a Solution
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:
- Custom reports
- List segmentation
- And more
Take a Deep Dive Into Your HubSpot Portal
Once your company goals are clearly established, it's time to move on to the next step. This is where you get back to work, and let us take your portal to the shop to take a look around.
Our team of HubSpot Geeks goes to work looking for inefficiencies that are costing you time and money. If there's a problem, we'll find it and show you how to fix it.
Let Us Show You the Way
Before we send you on your way to clean up your HubSpot portal, we provide you with a report. It's a roadmap of items to fix to make your HubSpot portal function the way it should.
Your portal is meant to make your life easier, but it can take some work to make that happen. However, after implementing the changes we suggest in our report, your teams might think you invested in a completely new tool — and you'll wonder why you didn't start the process earlier.
We Can Clean Your Portal For You
We get it. Cleaning your HubSpot portal can be a lot of work, even with the right plan. So what do you do?
You pass the project off to the experts who do this type of work every day! Our HubSpot Geeks can handle all of your HubSpot portal maintenance. Whether it's a one-time cleaning and purging or a regularly scheduled tune-up, our team of HubSpot Geeks can keep your portal working hard to help you reach your sales and marketing automation goals.
What Clients Say About Us Geeks
We worked with the Geekly team on a project that had gone off the rails. They saved the day, big time. We got great creative that "wow-ed", super fast and responsive team, friendly and fun collaboration, and made new friends. We are so grateful for Heather and the WHOLE GEEKLY team! We look forward to working with them again.
We partnered with Geekly to automate some of our operational systems. They were able to walk us through a process and build a ticketing system and automation for our rent collections, late rent/eviction process. We were able to move one full-time employee off of rent collections and re-positioned them elsewhere in the business.
Can't say enough about Geekly. They are truly experts at what they do and have helped our company tremendously!
Great experience, great team with a wealth of knowledge on HubSpot. Appreciate everything you have done to help us get up and running on HubSpot.
The Geekly team has been amazing to work with. Thanks to everything that they have helped us build our day-to-day operations run smoothly and efficiently.
The team at Geekly has been awesome to work with. They have top-notch talent in so many categories and have really delivered way above expectations on our projects. Our growing business has switched gears several times and they are able to roll with our changes effortlessly. We appreciate you all!
Geekly has truly been top-notch to work with. It is rare you find a consultant who communicates as well and follows through. Very happy with the process and outcome.
WOW, what more can I say about Geekly. They are experts at what they do and have helped our company tremendously! Dealing with Ross has been one of the highlights such a fantastic dedicated efficient detail orientated person. Thank you