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HubSpot
Audit.

HubSpot
Audit.

Are you getting the most out of your HubSpot system? Let's find out!

BLOOM HubSpot Audit comprehensively reviews how HubSpot has been set up and is currently being utilised within the organisation. This process aims to ensure that the platform is optimised for efficiency, aligns with business goals, and drives maximum value from the features and functionalities. The audit is documented recommendations. The audit and recommendations are presented back to you for review and prioritisation of actionable items.

BLOOM are here to implement changes or can help guide you on how to implement suggestions internally. We love to empower you to be in the system!

The goal of SEO

Is to boost organic ranking and reduce dependence on Paid Advertising. Our comprehensive services include on-page and off-page SEO optimisation, website copywriting, competitor analysis, and ongoing troubleshooting.

Our innovative approach meticulously analyses and enhances your SEO performance, ensuring your website climbs the rankings and maintains its position at the forefront of search results.

A HubSpot
Audit Includes

The audit will arrive with itemised jobs to implement each section.

After the audit is complete, we do recommend setting yourself up with some BLOOM Power Hours. These hours can be used for anything from setting up surveys, email assistance or HubSpot technical help. By having a few hours each month, you are sure to keep up to date with the latest features and outsource jobs which would take longer internally.

HubSpot Audit Includes:

  • Overview of License and Subscription
  • How you are using the features you are paying for
  • Review of features you are not using but could/should be
  • General set-up overview (often this has been rushed and missing vital information)
  • Review of domain and URL set-up
  • Analytics sync
  • Contact and Company record duplication
  • Marketing Campaign overview
  • UTM links
  • Email health check - open rates/ read rates
  • Brand Kit
  • Service process
  • Service pipeline review
  • Survey potential within HubSpot - ongoing feedback loop from customers, Business Manages and how you Service team are performing with these support tickets
  • Ticketing process
  • Communal Inbox
  • Lead Scoring
  • Preference Center
  • Workflows
  • Connected social accounts and ad accounts
  • Dashboard Review
  • Review of tech stacks
In More Detail
Emails

  • How the subscription is holding your business back from making great email touchpoints

  • Track the community engagement across your communication

  • How to improve efficiency internally with email sends and management

Content Produced from One Place

Social Media Scheduling all from one place.

  • Manage Multiple Accounts
  • Schedule, post and monitor from one place
  • Social Monitoring

Blogs

  • Create Blogs on HubSpot and then publish then to social channels with just a few clicks.
Documents

Move your documents or manuals into a tracked eco-system which tells you more about your community.

Can I cancel or change my order?

  • Set up Payment Links for taking Donations or Payments

  • Track and Manage Payments in the Sales Pipeline

Sensitive Data

Sensitive Data capabilities is a new feature within HubSpot. Store contact or company details that need a restricted view.

Reporting

Focus on what the information is telling you, not time putting reports together

  • Dashboard Reporting
    • Connect everything, see everything, in one place
    • Customised Real-time Reporting tailored to the user
      • Produce board reports directly from HubSpot integrated information
  • Automated Reporting
    • Ability to email reporting Dashboards at a desired frequency

       

12-Month Goals - Imagine, in one year what you want internally from your people, and from HubSpot.
HubSpot - Banner of dashboards
Internal Efficiency
- Whole company, change-management process implemented for HubSpot.
- Administrative tasks automated.
- Staff being prompted and reminded until task / project completion.
- Cross team efficiency.
HubSpot Audit Square Logo on black
HubSpot Powerhouse
- Internal teams utilising inboxes.
- Assigning owners and staff being held accountable.
- Help desk and ticketing turnaround faster.
- Business snapshot available inside of Dashboards.
- Identify your high performers and easily see staff or members who need a hand.
HubSpot Audit Square Logo on black
Happier Members
With staff having good structure, better process and more time, we can expect faster turnarounds from the help desk and on support tickets. This will make for happier principals and advisors.
HubSpot Audit Square Logo on black
HubSpot - Banner of dashboards
Internal Efficiency
- Whole company, change-management process implemented for HubSpot.
- Administrative tasks automated.
- Staff being prompted and reminded until task / project completion.
- Cross team efficiency.
HubSpot - Banner of dashboards (2)
HubSpot Powershouse
- Internal teams utilising inboxes.
- Assigning owners and staff being held accountable.
- Help desk and ticketing turnaround faster.
- Business snapshot available inside of Dashboards.
- Identify your high performers and easily see staff or members who need a hand.
HubSpot - Banner of dashboards-1
Happier Members
With staff having good structure, better process and more time, we can expect faster turnarounds from the help desk and on support tickets. This will make for happier principals and advisors.
HubSpot Audit
$1,260
Per Item |$180
Quantity | 7 hrs
Get In Touch
HubSpot Audit

NZD + GST

1,050

  • Per Item | $150
  • Quantity | 7 hrs
Get In Touch

Unlock the full potential of your HubSpot

With BLOOM as your partner in maximising the potential of your HubSpot account, we empower your business to streamline processes, enhance customer engagement, and drive measurable growth. Our tailored strategies leverage HubSpot’s tools to ensure your business thrives with seamless marketing automation, impactful insights, and optimised workflows.
TEAM

Meet the Team

BLOOM was founded with a clear mission: to create an agency built on transparency and collaboration.
Check out all our services. No matter what your problem is, the team at BLOOM will find a bespoke solution for you
SEO

SEO

At Bloom, we want your business to have a powerful online presence.
Check out all our services. No matter what your problem is, the team at BLOOM will find a bespoke solution for you