HubSpot Health Check
HubSpot users come to us when they are looking to gain better insights about their business.
They may be investing in Marketing, building a Sales team, or both, and they are using HubSpot.
A software company came to us recently with a problem:
Their previous two VPs of Sales had done different things in HubSpot. Nobody could make sense of the data.
One previous VP was a very experienced HubSpot user. The second VP was not. They had both tried to do the same things in different ways - which made a lot of mess in the system.
When the third new VP arrived - they all recognized the system was not set up the way they wanted it. They needed better data to grow their business.
This happens a lot, and the problem is that it causes the data in the reports and dashboards to be wrong.
The one thing that users agree on? They want the data they get from HubSpot reports and dashboards to be accurate.
They also want the system to be set up so it's easy for them to use.
We have reviewed hundreds of HubSpot setups for our clients. We find that their data and workflows get out of sync if they are not updated quarterly.
Going through the HubSpot onboarding when they first got the system does not keep things in sync. Everyone starts to see a drop in accuracy.
Then, new team members come into the client business and build their own reports in the system. They don't use consistent labels, and so it gets harder for everyone to find their reports.
Team members leave, but they don't train the person that replaces them. This means that more reports get created.
Over time, the system gets full of outdated reports and lists, and dashboards.
This means that:
The data you’re trying to use to make business decisions gets worse.
It takes longer to do any reporting.
Some team members stop trying, and the data doesn't get entered.
You can see the problem here - it keeps getting worse.
So, our HubSpot consultants developed the HubSpot Health Check.
Even in the first run-through, the clients said:
So we went and told more of our clients about it.
Another example:
A fast-growing agency client wanted to get better data out of HubSpot to drive their strategy.
Their team is super skilled at marketing and lead generation. Their HubSpot was not giving them the needed data because it was not set up to suit their team and process.
So we helped them by running the HubSpot Health Check.
They got to set up an onboarding workflow for each new lead
They developed new workflows to suit their priorities
They purged a lot of useless data fields from their reports and screens
Their sales and marketing conversions have been accelerating ever since.
They are now winning huge clients with confidence.
If you want your HubSpot to work for you as these examples do, please click the blue button below, fill out the form, and we will respond with a quote.
Assuming you like the quote - you would click to buy, and we will get your HubSpot Health Check scheduled for you ASAP!
FAQs
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Most often we complete the HubSpot Health Check within two weeks.
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We organize to meet with each of the user groups for the system and listen to how they want to use the system
We spend time reviewing each of the elements you have bought - which can include Sales Hub, CRM, and Marketing Hub.
Then we write up a report and discuss our findings and recommendations with you.
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Initial intake conversations.
In-depth system review.
Report card creation.
Feedback meeting to deliver recommendations.
Estimate on hours required to carry out a fix.
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Yes. We have a team of qualified HubSpot administrators and developers. The team can quote and complete work as needed.
