Portal Audit Highlights
With your complimentary HubSpot portal health audit, you'll receive a detailed report filled with recommendations on how to improve your RevOps efforts and make the most out of your HubSpot investment:
We'll also provide a free, no-obligation 60-minute consultation call to walk you through the findings. You've got nothing to lose and loads to gain!
Fast-Track Your Data Analysis
Data is the backbone of any successful company, and managing it shouldn't be a daily headache. Our audit transforms your HubSpot data into your biggest asset by putting essential insights right at your fingertips. We categorize your vital information across contacts, leads, and emails. Giving you instant visibility into what’s working and what’s broken.
This clear, organized overview means you can stop digging for metrics and start making confident decisions. With a crystal-clear picture of your portal's health, you can quickly focus your time where it matters most and start getting more out of the investment you've already made.
How It Works
Every audit follows the same process. It starts with a conversation and ends with a dashboard built inside your own HubSpot portal. You’ll receive a full report that is color-coded, clickable, and permanently yours regardless of what you decide next.
After The Audit
Based on a thorough analysis of your portal, our experts highlight key areas for improvement and optimization, such as sales tools, integrations, marketing, workflow automation, reporting tools and more.
These insights are yours to keep. There is no commitment required. You can work on the suggestions at your own pace, or when you need extra support, we are here to help you get the most out of your HubSpot experience.
Data Insights & Visualization
This section of the audit brings your data to life through visually engaging and easy-to-understand graphs and reports. These graphical representations provide a clear view of trends, patterns, and progress in your HubSpot portal.
Whether it's tracking lead generation success or analyzing email campaign performance, our reports and graphs are designed to give you a comprehensive understanding of your activities at a glance, enabling you to make data-driven decisions with confidence.
What Our Clients Say
“We had a great experience collaborating with HarvestROI. They performed a CRM audit which revealed some of our weak spots and proposed solutions that were adapted to our objectives. Overall it was a great experience and I'd love to work with them again.”
“5-STAR SERVICE! They were fantastic to work with. They provided our team with an in-depth audit for our sales and marketing team. Their expertise and knowledge on HubSpot is beyond 5-stars!” ----------------------------------------------
“HubSpot Portal Health and Adoption audit. The team did an in-depth portal health and adoption audit to help us identify areas where we were missing data, had broken automations, underutilized features, etc - all free of charge as part of our initial discussion for project together. The team was incredibly knowledgeable and responsive, and I would highly recommend working with them.”
“We recently engaged HarvestROI for a comprehensive audit of our HubSpot. Dave Scilabro provided valuable insights, identifying critical areas for improvement. Dave's expertise in various HubSpot hubs was evident. His advice on effectively using sales documents, task queues, and sales analytics was beneficial. Overall, the audit was thorough and insightful. Dave and the HarvestROI team were professional and resourceful, helping us optimize our system. We highly recommend HarvestROI's HubSpot Portal Health and Adoption audit to any organization looking to enhance their CRM."
----------------------------------------------