HubSpot Check-Up

Unlock more value from your CRM

A professional review of your current HubSpot setup, campaigns, and usage designed to identify gaps, inefficiencies, and missed opportunities.

Goal: Show clear, actionable steps to improve performance, engagement, and ROI.

What’s Included?

CRM & Deal Management

  • Are Deals managed effectively?
  • Is lifecycle stage tracking being used?
  • Are properties consistent and clean?
  • Recommendations for deduplication or enrichment

Marketing Automation

  • Review of workflows: Are they automated, targeted, and efficient?
  • Email sequences and nurture campaigns
  • Lead scoring setup (if any) and suggestions for improvement

Email & Campaigns

  • Open/click rates and benchmarks
  • Recommendations for design, targeting, or cadence improvements
  • Deliverability review and compliance check

Website & Landing Pages

  • Forms and Calls to Action: Are they optimized?
  • Conversion paths: Are they aligned to offers and funnel stages?

Reporting & Dashboards

  • Use of HubSpot dashboards to monitor performance
  • Suggestions for custom reports to track what matters most

Sales Tools & Handoff

  • How well are sales and marketing aligned in HubSpot?
  • Use of leads, deals, pipelines, templates, and playbooks
  • Missed opportunities for automation or alerts

AI & Efficiency Opportunities

  • Where could AI tools (e.g. Breeze, ChatGPT) be introduced to save time or boost effectiveness?
  • Where is AI being miss-used?

Deliverables

  • 5–10 page PDF report with findings and prioritized recommendations
  • 30-minute walkthrough session to review results
  • Optional roadmap for implementation (separate engagement)

 

Pricing

  • Standard Fee: $1,995
  • Timeline: 5–10 business days