maximize your efforts

Audit

Not sure where to start? Our audit is the best way to get the most out of your current platform(s). Learn what's working, what's missing, and where improvements can be made.

HUBSPOT AND EMAIL MARKETING AUDITS*

This package is designed to help you maximize the effectiveness of your email marketing and/or HubSpot campaigns. You will receive a comprehensive audit of your existing campaigns, followed by a detailed strategic plan that provides clear recommendations for improvement.

We identify areas for improvement and provide a roadmap for success, enabling you to make data-driven decisions that drive growth and success over the long term. The result is a more effective and efficient sales and marketing strategy that delivers measurable results and builds strong, lasting customer relationships.

Includes the following services:

Audit: Our audit is a thorough, data-driven evaluation of your current efforts. We look closely at your channels, tactics, and strategies and identify areas for improvement and opportunities for growth and efficiency. We conduct full HubSpot and email marketing audits. Our email audits aren't limited to a single platform. We can work with whatever you are using.
Strategy: Based on our audit findings, we develop a customized strategy that aligns with your business goals and target audience. You will also receive a full roadmap to ensure you drive growth and hit the goals set at the beginning of the engagement.

*This package is the only stand-alone package that can be purchased. It is required prior to starting any retainer.

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YOU MAY NEED TO KNOW

Frequently Asked Questions

Why is an audit required?

Conducting an audit before beginning any work is essential to an effective email marketing and HubSpot operations strategy. An audit provides a comprehensive analysis of the current state of the business's campaigns, identifying areas for improvement and opportunities for growth. By conducting an audit before beginning any work, businesses can develop a more targeted and effective strategy, which ensures that all work is aligned with the goals and objectives of the business.

Additionally, an audit helps to establish a baseline for tracking progress and measuring success over time. By understanding the current state of their campaigns, businesses can set realistic goals and track progress toward achieving them. This provides a framework for continuous improvement and optimization, enabling businesses to adapt and evolve their strategies in response to changing market conditions and customer needs.

Overall, conducting an audit before beginning any work is a critical best practice for businesses looking to maximize the effectiveness of campaigns.

What is a roadmap?

A roadmap is a plan developed following the audit process. It provides a high-level overview of the various campaigns, tasks, and milestones that must be accomplished to achieve the decided-upon goals and objectives. A roadmap strategy may include specific actions such as creating and optimizing email campaigns, developing lead generation strategies, or implementing marketing automation. This provides a framework for tracking progress and measuring success over time and ensures that all work is focused on achieving specific, measurable results.

What does an HubSpot portal audit include?

A complete HubSpot portal audit is a comprehensive analysis of the use of the HubSpot platform. It typically includes examining all aspects of the HubSpot portal, including account setup, website integration, email marketing campaigns, sales and CRM processes, and reporting and analytics. A complete HubSpot portal audit aims to identify areas for improvement and optimization and develop a detailed strategic plan that aligns with the goals and objectives of the business.

Specifically, a full HubSpot portal audit may include a review of the following:

Account setup and management, including the proper configuration of users, teams, and permissions.
Website integration, including the implementation of tracking codes and the use of landing pages and forms.
Email marketing campaigns, including the analysis of email templates, deliverability rates, and click-through rates.
Sales and CRM processes, including lead scoring, pipeline management, and deal tracking.
Reporting and analytics, including analyzing key metrics such as traffic, leads, and conversions.

Once the audit is completed, a detailed report is provided to the business, including recommendations for optimization and improvement and a roadmap for achieving success. This report may include specific recommendations for improving email marketing campaigns, streamlining sales and CRM processes, and optimizing website performance. By conducting a full HubSpot portal audit, businesses can identify areas for improvement and develop a targeted and effective strategy that drives growth and success over the long term.

What is an email marketing audit?

An email marketing audit comprehensively analyzes a business's email marketing campaigns. It typically includes examining all aspects of the email marketing process, including list management, email design and content, deliverability, and performance tracking. A full email marketing audit aims to identify areas for improvement and optimization and develop a detailed strategic plan that aligns with the goals and objectives of the business.

The audit may include a review of the following:

List management, including the quality of the list, segmentation practices, and the use of lead magnets to grow the list.
Email design and content, including the analysis of subject lines, messaging, visuals, and calls to action.
Deliverability, including analyzing email bounce rates, spam complaints, and email open rates.
Performance tracking includes analyzing key metrics such as click-through rates, conversion rates, and ROI.

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