HubSpot Review (eg Quarterly, Annually)
Review and Optimise Your HubSpot Portal
Ideal for existing HubSpot customers who have an active HubSpot portal.
Perfect for regular reviews of your portal eg Quarterly or Annually.
Why organise a HubSpot Review?
If you've been using HubSpot for a while chances are your portal has gotten a little complicated with contacts, emails, lists, workflows, pages, blog posts and numerous other areas.
We review your portal and optimise HubSpot marketing items including contacts, reports, lists, workflows and emails.
- Review all settings and options including:
- Report settings
- Contact settings
- Content settings
- Social settings
- Check lists and filters
- Check Campaigns
- Prepare smart lists for typical database hygiene activities including:
- cold contacts (low engagement, disinterested, legacy customers)
- low contact, high value contacts
- Review workflows to:
- highlight potential problems (eg workflows with risky entry and re-enrollment criteria)
- ensure consistency of naming
- check internal notification send lists
- Review Lead Scoring rules
- Review emails to:
- highlight old/legacy emails used in workflow automations
- freshen email design templates
- optimise internal notification emails
- Review forms to:
- add progressive field functionality where appropriate
- Review LeadFlows:
- Optimise page targeting
- Split into separate Lead Flow offers where appropriate
- Review CTAs:
- check all CTAs and Smart CTAs for accuracy and performance
- Review Page Performance:
- optimise web pages and landing pages for optimal results in Google
- Updating Keyword tracking
- Review Competitor tracking
- Review Reporting Dashboards (if using Reporting Add-On)
You've been actively using HubSpot for a while now - and things can get overwhelming.
You made a significant investment by choosing HubSpot, make sure your portal is streamlined and optimised.
Got a question?
Please send us a note and we'll get back to you asap: