HubSpot Health Check
Spring cleaning for your customer journey
Are you already using HubSpot but not really getting anywhere? Or you have the feeling that you're not using all the functions optimally? Or even worse: chaos has already broken out in your HubSpot instance...
Then it's time for someone from the outside to take a look at your system! In our Health Check, we examine every last corner of HubSpot. We'll give you tips on how you can achieve your goals even better in the future. Because companies grow faster when they rely on a fully optimized and integrated HubSpot portal.
We are experts in the B2B sector, HubSpot customers ourselves and one of the first HubSpot partner agencies in Germany. We know your processes and requirements in the fields of industry, software, finance and services inside out.
Your status quo:
Low conversions
Conversion rates along the customer journey too low and no idea where to start?
No reliable KPIs
Lack of structure in reporting and no reliable data in the system?
Poor data quality
No defined customer journey and therefore incomplete data in HubSpot?
No GDPR compliance
Email marketing process and forms are not GDPR compliant?
Problem recognized.
- Your Hubspot instance has grown over time
- Nobody knows where to find what
- What about legal certainty?
- Your campaigns are quite a mess
Problem solved.
- We tidy up and create a clear structure
- DSGVO-compliant
- Growth-oriented
- Oriented towards your company, your industry and your needs
Our HubSpot customers
We take a close look at these points
Admittedly, not exactly sexy - but very important to give you a clear picture of your further options with HubSpot. In our HubSpot Health Check, we first check the basic settings of the system, such as GDPR compliance.
An important point: in our HubSpot Health Check, we discuss your goals in marketing and sales and compare them with your current performance. We uncover weaknesses along the customer journey and provide tips on how you can improve your performance!
Of course, a lot accumulates in the CRM system over time... In our HubSpot Health Check, we check the quality of the data of all your objects and give you tips on how you can place more emphasis on the quality of your CRM in the future - also with the help of automated processes.
In our HubSpot Health Check, we examine the various modules and functions in detail. You decide what we should focus on in particular. For example, the CRM, the CMS, your email marketing or or or or ...
Our HubSpot Health Check shows you which options and functions you may not yet be using or not using enough. This will enable you to further improve your performance in the future and achieve your goals!
Request Health Check
Feel free to contact us for an initial consultation! As a HubSpot partner agency, we will explain to you exactly how the HubSpot Health Check works and check which points we should pay particular attention to.
We will then be happy to provide you with a suitable quote.
We will then present the results of the HubSpot Health Check to you in an online meeting or, if you wish, at your premises.
Procedure
Request Health Check
15 min initial consultation
Briefing & questionnaire
30 min Review questionnaire
Analysis phase
Result presentation
Roadmap for optimization
This is possible with HubSpot
These findings are based on performance data from HubSpot customers who used Marketing Hub, Sales Hub and/or Service Hub for at least 12 months between January 2019 and August 2022:
114%
Website traffic
129%
Inbound leads
55%
More deals
43%
More tickets
Typical mistakes when using HubSpot
HubSpot is a powerful platform for marketing, sales and customer service. But, like any other tool, it's prone to user error. Here are some typical mistakes users can make when using HubSpot:
Not investing enough time in learning how to use HubSpot correctly can lead to inefficient use of the platform and missed opportunities.
HubSpot offers powerful automation features that streamline marketing and sales processes. Those who don't use these features waste time and miss opportunities for lead nurturing and engagement.
Incorrect or incomplete data can have a negative impact on your marketing and sales efforts. Remember to regularly cleanse and update your data in HubSpot!
HubSpot provides valuable insights into the performance of your marketing campaigns and sales efforts. Please don't ignore them or you will miss valuable opportunities for optimization and improvement.
HubSpot enables highly personalized marketing and sales communication. If you do not use the personalization functions, this can lead to lower engagement and conversion rates.
HubSpot can be integrated with a variety of other tools and platforms. Take advantage of this to avoid manual data entry and inefficient processes.
With HubSpot's customer feedback tools, you can gather insights from your audience. Please don't ignore it! Otherwise you will miss out on opportunities to improve products, services and marketing strategies.
Effective segmentation enables targeted and personalized communication. If you do not segment your contacts in HubSpot, your communication may be too general and not resonate with your target group.
HubSpot offers functions for both marketing and sales teams. Coordinate the teams and use the entire HubSpot tool suite! This gives you coordinated and target-oriented processes from a single source.
HubSpot regularly releases updates and new functions. Stay up to date and never miss a chance to use new functions and improve processes.