Skip to content

HubSpot Audit + Coaching Package

In order to make the most out of the HubSpot Platform, you need to implement it in such a way that works for you. HubSpot CRM, CMS, Marketing, Sales, and Service tools have countless features to help you take your business to the next level, but you need to understand which features to start with and why. We work with companies to understand where they currently are, what assets they already have, and then help them implement or optimize HubSpot from there.

HubSpot technical set up review
Integrations and tech stack review
CRM review (contacts, custom properties, etc)
Marketing review to suggest simple marketing optimizations
Sales review to suggest simple sales optimizations
Automation review to optimize current automation or suggest opportunities for automation
Reporting review to establish important reports and KPIs

Book a meeting to request your audit: