Why we created a HubSpot “Health Check”
Since 2016, we’ve worked in HubSpot Portals for organisations all around the world. Over the years we’ve seen plenty of different setups - both good and bad. Bad setups are often bad because HubSpot is dismissed by some of the people in the company, different people use different apps, or worse, no apps. Or, everyone works ad-hoc so nobody really knows what’s going on.
Things fall through the cracks.
Frequently, the person who set up the HubSpot Portal has moved on and the knowledge has left with them. Eventually, someone new comes in, throws everything away and starts again, costing time and money. Everyone throws up their hands and says here we go again, complaining they have to learn another new system.
We’ve also seen HubSpot Portals set up using best practices. When systems and processes are designed and implemented in HubSpot – with proper documentation – the organisation’s data is much more comprehensive and easier to understand.
What's the difference between a “Health Check” and a HubSpot Audit?
The HubSpot “Health Check” benchmarks your HubSpot Portal and gives you a quick scorecard to see how your HubSpot Portal Health is looking. The scorecard analyses you HubSpot Setup, CRM (Contacts, Companies, Deals and Tickets), Marketing Hub, Sales Hub and Service Hub.
The HubSpot Audit is full diagnostic that analyses the benchmarks used in the HubSpot Health Check and includes a detailed breakdown with tips, tricks and warnings plus a prioritised list of actionable recommendations.
Run your free HubSpot Health Check now.
