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HubSpot Portal Audits

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.

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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.

HubSpot Portal Audits — The Geekly Way

  • Peek Under the Portal's Hood
  • Deliver Insights
  • If It's Too Much . . . We Have a Solution
  • Peek Under the Portal's Hood
  • img-portal-hood-1
    We Take a Deep Dive Into Your HubSpot Portal

    This isn't just a glance around your portal.

    Once we understand a bit about your company goals and how your HubSpot portal can best help you get there, it's time to peek under your portal's hood.

    During this step, we take a "deep dive" into your portal to look 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.

  • Deliver Insights
  • img-insights
    Let Us Show You the Way

    After we analyze your portal, we provide you with a report. It's a roadmap of issues we found and recommendations to fix them 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. Whether you take our report and implement changes on your own or you let our HubSpot experts handle the fixes for you, at this stage, you have the insights you need to configure your portal in the best way to support your business!

  • If It's Too Much . . . We Have a Solution
  • img-clean-your-portal
    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 can keep your portal working hard to help you reach your sales and marketing automation goals.

    • Peek Under the Portal's Hood
    • Deliver Insights
    • If It's Too Much . . . We Have a Solution
    img-portal-hood-1
    We Take a Deep Dive Into Your HubSpot Portal

    This isn't just a glance around your portal.

    Once we understand a bit about your company goals and how your HubSpot portal can best help you get there, it's time to peek under your portal's hood.

    During this step, we take a "deep dive" into your portal to look 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.

    img-insights
    Let Us Show You the Way

    After we analyze your portal, we provide you with a report. It's a roadmap of issues we found and recommendations to fix them 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. Whether you take our report and implement changes on your own or you let our HubSpot experts handle the fixes for you, at this stage, you have the insights you need to configure your portal in the best way to support your business!

    img-clean-your-portal
    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 can keep your portal working hard to help you reach your sales and marketing automation goals.

    Sounds Great!
    How Much Does It Cost?

    The importance of a portal audit

    HubSpot is a powerful sales and marketing automation tool, but every now and then, you need someone to help you optimize your portal.

    Over time HubSpot portals get cluttered with unused templates, old emails, broken workflows, etc. When it starts to get clunky, most people find workarounds instead of taking time out to fix the problems.

    However, an audit is like a spring cleaning for your HubSpot portal. This process gets rid of the inefficient workarounds and takes the time to clean up the portal and start using it more effectively and efficiently.

    Why should I use Geekly Media for my portal audit?

    Our certified HubSpot Diamond Partner team can audit your portal, then hand you a detailed report of issues holding your portal back (with recommendations for fixes). However, if you need help implementing the steps toward improvement, we can handle that for you too!

    How-Much-Does-it-Cost

    Geekly HubSpot Portal Audit

    Our certified HubSpot Geeks will give you a full report on what you need to get the most out of your HubSpot portal.

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    PLANS START AT

    $6,500

    View Details

    Additional HubSpot Portal Administration

    Not only can we conduct an audit and clean up your portal we can provide ongoing HubSpot Portal Administration to help it stay clean and running smoothly for your business. 

    View DetailsArrow Forward
    PLANS START AT

    $2,500

    View Details

    If your HubSpot portal is in need of a tune-up,
    click on the Speak to a Geek button today!

    Our HubSpot Geeks can take your poor, run-down, bloated HubSpot portal and make it brand new, so that it functions like the powerful sales and marketing automation tool it was meant to be.

    As a Diamond HubSpot Partner, we create cutting-edge online experiences that elevate brands and generate conversions.

    Meskauskas-Mark-Brian-Properties
    Group 10471

    Geekly Media has proven to be an invaluable partner

    Their team played a crucial role in the successful implementation of PMOS and marketing strategies for our company. The proficiency and dedication of the Geekly team were evident as they skillfully organized our processes and significantly boosted our traffic. Working with Geekly Media has been a highly positive and productive experience.

    Meskauskas, M.

    Brian Properties, Inc.

    Kelsey-Galarza
    Group 10471

    They saved the day, big time

    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.

    Kelsey Galarza

    Orange Marketing

    Pete-Neubig
    Group 10471

    Partnered with Geekly

    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.

    Pete Neubig

    VPM Solutions

    Amy-Carroccia
    Group 10471

    Truly experts

    Can't say enough about Geekly. They are truly experts at what they do and have helped our company tremendously!

    Amy Carroccia

    Charleston Property Company

    Jonathan-Zadegan
    Group 10471

    Appreciate everything you have done 

    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.

    Jonathan Zadegan

    The Zadegan Group

    Amy-Delacruz
    Group 10471

    The Geekly team has been amazing

    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.

    Amy Delacruz

    Renters Warehouse SE Virginia

    Kim-Giles
    Group 10471

    Awesome team

    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!

    Kim Giles

    The Peak Group

    Tim-Shoultz
    Group 10471

    Top-notch to work with

    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.

    Tim Shoultz

    SMARTCAP, Inc.

    Leon de Gruchy
    Group 10471

    Wow

    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

    Leon De Gruchy

    VPM Solutions

    Hundreds of happy clients:

    Grow your business the smartest way. Speak to a Geek today!

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

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