Our Process

Building a strong platform for success

We orchestrate a strategic partnership with each client, meticulously crafting a customized solution through collaborative innovation and deep industry knowledge.

Hubspot audit

Hubspot Onboarding & Implementation

Hubspot Migration

Hubspot Consultation

Hubspot audit

A HubSpot audit is a comprehensive evaluation of your HubSpot platform to identify areas for improvement and optimization.

Phase 1

Initial Configuration Review

A review of the account settings & usage of the hubspot account.

Phase 2

Evaluate Underused tools

Identify underused Hubspot tools and advantages. Evaluate logistics of your account.

Phase 3

Define Optimization

Assess whether your business goals and KPI’s are aligned with your processes. Provide suggestions using hubspot and any third party integrations.

Phase 4

Reporting of Findings

Consolidate findings and recommendations in a report.

Phase 5

Debrief

Debrief with client and provide solutions & roadmap

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