HubSpot is a huge platform with huge potential. It could be your biggest asset but only if you're using it to its fullest potential.

It can be a real challenge to keep on top of everything in your HubSpot portal. Whether you've inherited a portal recently or have been working with the software for years, it can be difficult to see the wood for the trees and where you can get more from the platform.

A HubSpot Portal Health Check is a comprehensive audit which looks into the set-up, management and running of your portal. As a Platinum HubSpot Solutions Partner we have extensive experience improving portal ROI, enhancing automation and allowing businesses just like yours to get more from their HubSpot investment.

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FAQs

What’s included in a HubSpot Health Check?

At Intergage we have three standard health check levels: 

  • a routine check up
  • a health MOT
  • a full medical review.

These differ, depending on the size of your database, the Hubs you use and the parts of the software you use most. We also have an option for a bespoke health check for businesses with larger databases and more complex use of the software.

The list below will give you some idea of what is reviewed in a HubSpot Portal Health Check:

  • your use of the HubSpot tools
  • lead performance and opportunities
  • marketing and sales alignment (Smarketing)
  • lead scoring and personas
  • HubSpot account set-up
  • HubSpot campaign set-up
  • HubSpot content and SEO health check
  • competitor analysis
  • HubSpot social set-up
  • automation workflows and nurture campaign set-up
  • analytics and reporting.

However, every health check is informed by an initial kick-off meeting meaning so is slightly different. This allows us to get under the hood of your business and understand what you want and need from HubSpot so we can make recommendations that align with your objectives.

How can a HubSpot Portal Health Check help you?

A HubSpot health check is ideal for anyone who fits the following criteria:

  • you have recently inherited a HubSpot portal
  • you are new to HubSpot and are required to manage a portal
  • you have been using HubSpot for a year or more and need help identifying new ways to get more from the software.

The aim of a HubSpot health check is to identify missed opportunities, allowing you to get more return from your investment, improve tool usage, increase sales and marketing productivity and generally have an outside-in perspective.

Managing a HubSpot portal can be all-consuming. Without the insight of someone outside your business, it can be difficult to identify new ways of using the software to help you meet your objectives.

In a nutshell, a HubSpot Portal Health Check is the perfect way to identify more opportunities from a software that you're already paying for!

Why can't you audit your HubSpot portal yourself?

Like any ongoing project, once you get your head into something it can be difficult to remove yourself and look at the bigger picture. Often we've found that marketing, sales and business leaders are using parts of the software brilliantly...but have never thought to use other hubs or sections of the software. Similarly, new users to HubSpot would find it difficult to perform a health check on a software they have little experience of using.

As a Platinum HubSpot Solutions Partner, we have seen the good, the bad and the ugly in HubSpot portals and we know our way around the platform like the back of our hand! Leaning on the experience of a well-seasoned partner means you're guaranteed to learn something from your health check, allowing you to achieve lasting business results.

Pricing

Routine Check Up

£1,295 /portal

Hubs: CRM, Marketing & Sales Hubs
Database Size: < 5000 contacts
Users & Teams: < 25 users
App Usage: < 15 apps
Contacts: Yes
Companies: No
Activity Feed: No
Lists: No
Inbox: No
Chatflows: No
Snippets: No
Templates: No
Ads: No
Email: Yes
Social: No
Blog & Landing pages: Yes
Website: No
Files & Templates: No
Lead Capture: Yes
Planning & Strategy: No
Deals: No
Tasks: No
Documents: No
Meetings: No
Playbooks: No
Quotes: No
Tickets: No
Knowledge Base: No
Feedback Surveys: No
Sequences: No
Workflows: Yes
Analytics Tools: Yes
Dashboards: No
Reports: No

Health MOT

£3,495 /portal

Hubs: CRM, Marketing & Sales Hubs
Database Size: < 5000 contacts
Users & Teams: < 25 users
App Usage: < 15 apps
Contacts: Yes
Companies: Yes
Activity Feed: Yes
Lists: Yes
Inbox: Yes
Chatflows: Yes
Snippets: Yes
Templates: Yes
Ads: Yes
Email: Yes
Social: Yes
Blog & Landing pages: Yes
Website: No
Files & Templates: Yes
Lead Capture: Yes
Planning & Strategy: No
Deals: Yes
Tasks: No
Documents: No
Meetings: Yes
Playbooks: No
Quotes: Yes
Tickets: No
Knowledge Base: No
Feedback Surveys: No
Sequences: Yes
Workflows: Yes
Analytics Tools: Yes
Dashboards: Yes
Reports: Yes

Full Medical Review

£5,995+ /portal

Hubs: Any
Database Size: 5000+ contacts
Users & Teams: 25+ users
App Usage: 15+ apps
Contacts: Yes
Companies: Yes
Activity Feed: Yes
Lists: Yes
Inbox: Yes
Chatflows: Yes
Snippets: Yes
Templates: Yes
Ads: Yes
Email: Yes
Social: Yes
Blog & Landing pages: Yes
Website: Yes
Files & Templates: Yes
Lead Capture: Yes
Planning & Strategy: Yes
Deals: Yes
Tasks: Yes
Documents: Yes
Meetings: Yes
Playbooks: Yes
Quotes: Yes
Tickets: No
Knowledge Base: Yes
Feedback Surveys: Yes
Sequences: Yes
Workflows: Yes
Analytics Tools: Yes
Dashboards: Yes
Reports: Yes

Free HubSpot 

Check-Up

If you're not quite ready to commit to a full HubSpot Health Check, dip your toe in the water with a FREE HubSpot check-up worth £350. Our marketing automation engineers will take a look round your portal and give you insight into your:

  • data quality
  • HubSpot set up
  • email marketing performance
  • campaign performance
  • current HubSpot tool usage.
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