HubSpot HealthCheck

Review and Optimise Your HubSpot Portal

A complete review of your HubSpot portal to highlight issues, recommend fixes and streamline your campaigns.

The HubSpot HealthCheck is ideal for mid-large companies who already have HubSpot in place and have been using it for more than 6 months.

Note: This is not designed for new installs (we have a separate HubSpot Ignition offering for new portals).

Perfect for regular reviews of your portal eg Quarterly or Annually.

Why Organise a HubSpot Review?

If you've been using HubSpot for a while chances are your portal has gotten a little complicated with contacts, emails, lists, workflows, pages, blog posts and numerous other areas.

We review your portal and optimise HubSpot marketing items including contacts, reports, lists, workflows and emails.

In the following video we walk through the details of the process:

Who is the HubSpot HealthCheck ideal for?

The HubSpot HealthCheck is ideal for:

• Mid-large companies
• Who have been using HubSpot for more than 6 months
• Who feel that they are not using HubSpot to its full potential

What's Included in the HubSpot HealthCheck?

As well as the course materials (including hours of video lectures), it includes 2 hours of one-to-one consulting via zoom with one of XEN's Certified HubSpot Consultants, where they review your HubSpot Portal, grade each of the items in the HealthCheck checklist, and provide recommendations for improvement. They walk you through the findings and answer any questions you have.

• Review materials including more than 3 hours of video lectures (view the course curriculum here)
• 2 hours of one-to-one consulting via zoom with one of XEN's HubSpot Certified Consultants 
• A full review of your HubSpot Marketing Hub portal
• Grades against each area of the items in the HealthCheck checklist
• Recommendations for improvement
• A walkthrough of the findings and answers to any questions you may have
• An actionable checklist to help you start optimising your HubSpot portal

HubSpot Areas Reviewed

• Review all naming conventions
  • Lists, emails, forms, workflows, campaigns, files, pages
  • Recommend naming convention improvements
• Review all settings and options including:
  • Report settings
  • Contact settings
  • Content settings
  • Social settings
  • Integration settings
  • Properties and default
  • Email settings
• Check Lists and Filters
• Check Campaigns
• Review Active Lists for typical database hygiene activities including:
  • Cold contacts (low engagement, disinterested, legacy customers)
  • Low contact, high value contacts
• Review Workflows to:
  • Highlight potential problems (eg workflows with risky entry and re-enrollment criteria)
  • Ensure consistency of naming
  • Check internal notification send lists
• Review Lead Scoring rules
• Review Emails to:
  • Highlight old/legacy emails used in workflow automations
  • Freshen email design templates
  • Optimise internal notification emails
• Review Forms to:
  • Highlight progressive field functionality where appropriate
• Review Pop-Up Forms:
  • Optimise page targeting
  • Recommend splitting into separate Pop-Up Form offers where appropriate
• Review CTAs:
  • Check all CTAs and Smart CTAs for accuracy and performance
• Review Page Performance:
  • Optimise web pages and landing pages for optimal results in Google
• Review Content Strategy terms
• Review Competitor Tracking
• Review Reporting Dashboards
  • Naming
  • Scheduling

What's NOT included in the HubSpot HealthCheck?

The HealthCheck does not include implementation or changes to your portal - it is a review and set of recommendations only.

If you require help implementing the HubSpot recommendations, this can be organised separately.

How Much Does the HubSpot HealthCheck Cost?

Please view our Pricing page for details on the costs for the HubSpot HealthCheck.

Cost depends on your portal size, number of assets (forms, workflows, campaigns, pages, etc).

What are the Benefits of the HubSpot HealthCheck?

You've been actively using HubSpot for a while now - and things can get overwhelming.

You made a significant investment by choosing HubSpot, make sure your portal is streamlined and optimised.

Our HubSpot HealthCheck service has helped clients to:

• Utilise their HubSpot portal more effectively
• Highlight issues and assign priority items to fix
• Reduce errors caused by a lack of processes
• Optimise workflows and automation to save time and money
• Achieve better engagement with contacts
• Improve reporting processes and visibility