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Take control of your cluttered HubSpot portal

Our HubSpot Action Plan will give you a step-by-step plan to clean up your out-of-control HubSpot portal. The result? Better data, accurate reporting, improved engagement and more value from your subscription.

The best news? This isn't some generic checklist—you'll get a customized action plan in just one week for $2,500.

Get Started Today
Kiwi Creative's HubSpot Action Plan report cover

We'll show you how to:

Improve data quality

HubSpot CRMThe word CRM connected to two people

Get tips for cleaning up outdated data, customizing contact/company records and segmenting contacts into active lists. We’ll even show you how to save money with marketing contacts.

Create accurate reports

Learn how to create reporting dashboards customized for each department that will show your team the exact info they need to make mission-critical decisions.

Get more value from the tools

HubSpot Salestwo hands shaking with a dollar sign below

Go beyond the basics and learn how to use the advanced functionality of tools you already pay for within your current subscription.

HubSpot Action Plan FAQs

  • How much does it cost?

    That’s an easy one: it’s a flat rate of $2,500!

  • How long does it take to complete?

    Once we have back-end access to your HubSpot portal, we only need one week to complete the Action Plan.

  • Does everybody get the same generic checklist?

    Absolutely not!

    Everyone uses HubSpot differently, so each of our Action Plans offers up advice unique to your specific company.

  • What do I actually “get” at the end?

    Our HubSpot experts will assess your data quality and portal customizations, while also reviewing how effectively you’re using the tools available at your current subscription level.

    Once we’re done with the Action Plan, we’ll present our top recommendations for quick wins during an interactive 90-minute presentation with your team. These will be broken down into categories based on:

    • Items that are “on fire” and need to get fixed ASAP vs. items that are just nice-to-have
    • Items that are easy for you to do in-house vs. items that you’ll want our agency’s help with

    After the video call, we’ll also send over the full report, which is often 50+ detailed pages! (You know, just a little light nighttime reading.)

  • What’s in this big report?

    Our HubSpot Action Plans can be pretty in-depth (i.e., 50+ pages), but they’re broken down into easy-to-digest sections so you can quickly reference the areas most important to you.

    Here’s a sample table of contents for a company using HubSpot Marketing Enterprise:

    • Summary
      • Main areas of concern
      • Immediate areas for improvement
      • Future areas for improvement
    • HubSpot CRM
      • Technical set up
      • Users/teams
      • Contact records
      • Company records
      • Lists
    • HubSpot Marketing
      • Overview scorecard
      • Emails
      • Landing pages
      • Social
      • Blog
      • SEO
      • Campaigns
      • Files
      • Forms
      • CTAs
      • Conversations inbox
      • Workflows
      • Reporting
      • Sandbox
      • Custom objects

    Our recommendations will also be broken down into categories based on:

    • Items that are “on fire” and need to get fixed ASAP vs. items that are just nice-to-have
    • Items that are easy for you to do in-house vs. items that you’ll want our agency’s help with
  • Who needs to implement your recommendations?

    Many of our suggestions are simple and can be done by your team immediately! Others are more strategic and may require you to think through how you want to use HubSpot to collect and segment data going forward.

    Either way, if you have a HubSpot admin who can “do” what we’re recommending, feel free to take our Action Plan and implement everything in-house.

    But if you need a helping hand, we’re here for short-term project work or even an ongoing retainer relationship.

    More about project pricing

    More about retainer pricing




We’ve helped HubSpot users get more value from their portal, just like you

At 60+ pages, Kiwi Creative’s HubSpot Action Plan was a true deep dive into our CRM with actionable steps to repair, improve and elevate our processes, properties, automations, email health and more. If we were to have sat down and attempted this on our own, we would have still been struggling! Instead, our team is relieved and confident that Kiwi is in our corner.
Lauren, Jackrabbit
Lauren, Lifecycle Marketing Specialist
Jackrabbit Technologies



You’re one step away from supercharging your HubSpot portal

As a 3x accredited HubSpot agency, we’ve designed our HubSpot Action Plan to show your organization how to:

  • Clean up contact and company records
  • Define a data hygiene strategy
  • Create custom properties
  • Utilize email subscription types
  • Update lead scoring
  • Roll out GDPR best practices
  • Eliminate data silos through integrations
  • Develop actionable reporting dashboards
  • And more!

If you’re ready to get a prioritized plan for how to organize and optimize your HubSpot portal, book a time to chat.