|Review Current Business Strategy & Goals||We will work with you to gain a thorough understanding of the current state of your business, as well as your goals and objectives. We make this initial time investment to ensure your HubSpot instance is calibrated for your specific needs and use case.|
|HubSpot Audit & Analysis||Our team will conduct a holistic review of your CRM, hubs (ie. Marketing, Service) and modules (ie. Lists, Workflows) as well as the assets contained inside your HubSpot instance. We will assess the current state of your instance against both industry best practices as well as your use case, stated goals and objectives.|
|Prepare and Review Audit Report||
At the completion of the audit, Unific will provide a detailed report of our findings as well as a prioritized list of recommendations. We'll also meet to discuss our findings, recommendations, and plan for the next phase of the project.
|Data & Lists|
|Objects & Properties||Identify and quarantine for removal any unused/unpopulated properties, merge data for redundant or duplicate properties, organize properties into property groups, and standardize naming conventions.|
|Contacts||Identify and quarantine for removal duplicate or disengaged contacts to help minimize your HubSpot subscription costs.|
|Lists||Identify and quarantine for removal any unneeded or unused lists, create lists (if needed) for customer lifecycle marketing automation, and standardize naming conventions.|
|Workflows (Email Automation)||Identify and quarantine for removal any unneeded or unused workflows, identify (if needed) any customer lifecycle marketing automation, and standardize naming conventions.|
|Chatflows (Bots)||If already implemented we'll test and ensure bots are firing as intended or we'll add basic chatflows per industry best practices (with your guidance.)|
|Forms & Pop-ups||Identify and quarantine for removal any unneeded or unused forms, create forms (if needed) for customer lifecycle marketing automation, and standardize naming conventions. If already implemented we'll test and ensure pop-ups are firing as intended or we'll add basic pop-ups per industry best practices (with your guidance.)|
|Saved Views||Identify and quarantine for removal any unneeded or unused saved views, create basic saved views (if needed) for customer lifecycle marketing automation, and standardize naming conventions.|
|Settings & Permissions||Ensure settings are optimally configured, tracking codes/elements are installed properly, team permissions are correct and brand standards are implemented.|
|Tech Stack Integration||Confirm all relevant mar-tech integrations with HubSpot are configured properly.|
|Coaching & Optimization|
|Guidance & Coaching||Throughout the Audit & Refresh program we'll meet to discuss your HubSpot portal as well as coach you and your team on best practices for how to use all of the tools to maximize growth.|
|Systems Optimization||Near the conclusion of the project we'll review the initial results post-refresh and ensure all of the updates are contributing towards helping you meet your stated goals and objectives.|
Have a question? Want to learn more?
Book a meeting with us to make sure you've got everything you need to be successful with HubSpot.