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Finding The Hidden Treasure in Your Portal with a HubSpot Audit

Finding The Hidden Treasure in Your Portal with a HubSpot Audit

When you hear "vintage," do you picture vinyl records or retro fashion? Well, it's time to add another image to that list: the forgotten corners of your HubSpot account. These overlooked areas can turn into virtual dust bunnies, drifting through your data and leaving clutter in their wake. The solution? A HubSpot tune-up.

What's a HubSpot Tune-Up?

A HubSpot tune-up is like a spring cleaning for your HubSpot account. It's a thorough review of each tool within your HubSpot portal to pinpoint efficiencies and areas for enhancement. The hubs usually audited include Marketing, Sales, Service, Operations, and CMS.

Each HubSpot portal is as unique as a fingerprint, so a one-size-fits-all approach won't cut it. A comprehensive tune-up tailors recommendations to your company’s specific needs. Key areas to focus on include dashboards, contact databases, apps, and integrations.

Let’s be real; tune-ups can feel daunting. They can take 3 to 8 weeks to complete, and we recommend doing one annually. But don't let that scare you off—let’s keep the interest alive!

How Does a HubSpot Tune-Up Work?

During a HubSpot tune-up, you'll review every tool you're using. Dive deep into each tool, examining your usage habits and other details, and then consolidate the data for each hub.

Take the Marketing Hub, for instance. Are your dashboards capturing crucial data? How's your contact database hygiene? Are your workflows helping or hindering you? The questions are endless—and so is the potential for finger fatigue.

The goal is to understand how you're using HubSpot's tools to determine their effectiveness. After analyzing, you can make recommendations for optimization. Then, your teams can collaborate to implement these changes.

Feeling overwhelmed? You’re not alone.

Can I Do a HubSpot Tune-Up Myself?

Absolutely! A tune-up is manageable when broken down into steps. Start by selecting a hub and examining its tools thoroughly—no cursory glances allowed.

For instance, let's focus on the Sales Hub. Pick a tool from the dropdown, like the deals tool. Review all users and all deals from various campaigns for a comprehensive view.

Check if the tool is active and if its setup meets your needs. Assess old and new pipelines alike, and identify redundant or outdated data to clean up.

Remember: Take detailed notes. These will be invaluable when compiling your recommendations post-tune-up.

Feels empowering, right? Keep going, and you’ll complete your tune-up in no time.

The Real Deal on HubSpot Tune-Ups

For an unbiased evaluation of your HubSpot usage, consider hiring an experienced HubSpot professional. Sometimes, you don’t know what you don’t know. That’s where a HubSpot Solutions Partner, like us, can step in and help you uncover hidden gems in your HubSpot portal.


Why Use A HubSpot Partner to help?

Knowing if you are using HubSpot to the fullest isn't easy if you don't know what you are missing. There are a lot of benefits to using a HubSpot Partner to help you get the most out of your purchase. 

Expertise and Experience: With the guidance of a Partner, you can navigate complex issues, optimize your processes, and maximize the potential of your HubSpot portal.

Customization and Personalization: HubSpot Partners understand that every business is unique and has specific needs. They offer tailored solutions and strategies that align with your goals and objectives.

Faster Implementation: A HubSpot Audit can take anywhere from 3 to 8 weeks! Working with a Partner ensures that your team isn't affected and your audit will be completed in a timely fashion.

Cost-Effectiveness: While hiring a HubSpot Partner may seem like an additional expense, it's actually a cost-effective investment in the long run. Partnering with experts eliminates the need for trial and error, reducing the risk of costly mistakes. 

Contact us to learn more about how using a fractional HubSpot admin service like HIVE Hub can benefit your organization.

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