If you are paying for HubSpot but your team is not really living in it, you are not alone. Most businesses we audit are using less than a third of what they are paying for. A Lockview HubSpot audit identifies exactly what is being missed and gives you a clear plan to fix it. Our case studies show where value can be added with immediate effect.
If you’ve ever wondered whether you’re making the most of your HubSpot investment, or if you know you’re not but aren’t sure where to start, our HubSpot audits are the best way to move forward. As a Platinum HubSpot Partner, we have the expertise and experience to conduct a thorough evaluation of your HubSpot setup and identify areas for improvement.
During the audit process, we’ll take a deep dive into everything you have in HubSpot, from segmentation to workflows to templates. We’ll examine your current setup, analyse your usage patterns, and identify any areas where you may be underutilising the software or missing out on key features. With hundreds of updates to the system, it’s near impossible for businesses to keep up with new tools and improvements to HubSpot. We can help identify if the system has been set up correctly, users are utilising it the best way, and new tools are being integrated to aid performance.
Based on our findings, we’ll provide you with detailed recommendations for optimising your use of HubSpot. Whether it’s refining your segmentation strategy, streamlining your workflows, revamping your email templates, or reviewing reporting and data utilisation, we’ll work with you to develop a tailored plan that aligns with your business goals and objectives.
Another crucial aspect of our approach is integrating realistic forecasting into your business strategy. By accurately predicting future sales and revenue streams, we provide your teams with clear targets and direction, fostering focus and driving performance. With a solid forecasting framework in place, you’ll have the insights you need to identify areas for growth and allocate resources effectively. As they say, what gets measured gets done.
We have audited and optimised HubSpot portals for businesses across Northern Ireland including NI Chamber, Silotank, Todds Leap, Obbi Golf, Legal Island and Vyta. In most cases we find quick wins that pay for the audit within weeks.
Say goodbye to manual reporting processes and hello to real-time insights. We replace outdated methods like Excel with live dashboards that provide tailored reporting specific to your business needs. With access to real-time data and customised analytics, you’ll have the information you need to make informed decisions, identify opportunities for cross-selling and upselling, and drive success.
Book a free discovery call and we will give you an honest assessment of where your HubSpot setup stands and what it would take to get it working properly for your business.
Don’t let sales challenges hold your business back. Contact Lockview today to learn more about how we can help drive performance, unlock opportunities for growth, and take your business to the next level.
