HubSpot Technical Audit

Inspection Report Featuring 60+ Point

Our team of consultants will make sure you’re following best practices and set up for success.

Operation Recommendations

Follow our expert advice to make sure your HubSpot configuration is set up to serve your business needs.

Plans of Remediation

A plan of action for plugging all the gaps in your data quality process so you can get your business back to operating at an optimal level.

1

Access
2

Conduct
3

Present
4

Action

Get Access

At the outset, we access and assess where your organization, its challenges, and future and prepare to make changes at every stage of the process.

Conduct the Audit

We begin our assessments, identifying data initiatives and system configurations, prioritizing specific data quality objectives, and improving overall staff performance.

Present Findings

We collect data based on our assessments and organize them through a clear, coherent, and actionable report.

Action Plan

We deliver a dynamic action plan that is targeted at your business goals, with a bespoke approach to your particular needs.

01 What are the benefits of a Hubspot Technical Audit?

HubSpot Technical Audit is a comprehensive system health audit that we conduct to review each tool in your HubSpot account to identify key efficiencies and to ensure optimal performance and sustainability of the system in the long run. Some of the benefits you can achieve include:

• Properly configured Hubspot saves employee time because you won't enter data many times, no bad properties and no impure data.

• It helps consolidate your applications to save money and get rid of applications which are not maximized.

• Improved data quality, accuracy and integrity through the maintenance and optimization of a single source of truth.

• It helps you organize, streamline your processes and fine-tune your overall performance within your CRM, sales, marketing and service.

02 What exactly does the Technical Audit include?

We will check the state of the system on how your HubSpot operates and conduct an assessment with your HubSpot settings and configurations to ensure that your apps and website are connected, how your forms perform, and analyzing your HubSpot account and property settings.

HubSpot offers a number of plans which include different functionality in each of the CRM, sales, marketing and service tools. Here is a list of the common tools and resources we audit:

• CRM: lists, workflows, sequences, forms, landing pages, files, templates.

• Sales Hub: custom objects, templates, sequences, tasks, emails, snippets, files.

• Marketing Hub: campaigns, forms, CTAs, emails, buyer personas, blogs.

• Service Hub: conversations, tickets, knowledge base, automation, feedback surveys.

03 Why does Learners have a fixed price while other agencies do not?

We have a fixed price because we have a consistent process and deliverable. We don't charge based on the size of the client's revenue, we charge based on the standard fixed price because we want to provide consistent results. The Learners team also provides a comprehensive suite of improvement recommendations and best practices.

04 How long does the HubSpot Technical Audit take to complete?

Our team is able to conduct and deliver the results of the audit within 2-3 weeks.

05 How does learners.ai add business value with a HubSpot Technical Audit?

Learners.ai is a HubSpot Solutions partner with a proven track record in various aspects of the HubSpot ecosystem and know how to get the most out of the platform to improve your company's overall performance. We leverage the HubSpot Technical Audit to help start-ups and scaling companies ensure that their HubSpot technology stack is consistent, stable and can sustain growth. As a results focused company, your objectives will be considered and recommendations and strategies will be provided on how to better utilize the software going forward and extend a hand to help answer questions along the way.

Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Ashley Camire

Owner and Relationship Specialist

POQFL.com

I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue

VP Marketing at ShipHero

Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer

Digital Marketing Manager at ShipHero

Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.

Main Street Financial Solutions

Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.

Forum Financial Management, LP

Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira

ShipHero Sales

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