Clean up your hot mess HubSpot portal

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

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

Absolutely not!

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

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.)

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

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