I will do a comprehensive hubspot audit and CRM optimization

5.0
5.0

United States

I speak English, Spanish, French

19 orders completed

Certified HubSpot Expert: Turning CRM Complexity Into Growth

Growth-focused thought-leader with a decade-long international achievement record and expertise combining all facets of marketing and eCommerce. Proven talent for aligning established marketing & bran...
About this Gig

HubSpot Audit and Optimization Services

Unlock the full power of your HubSpot platform with our comprehensive HubSpot Audit and Optimization Service. We help businesses improve their CRM performance, marketing automation, and sales alignment through a strategic review of every component in your HubSpot account.

Our certified HubSpot consultants analyze your setup to identify inefficiencies and growth opportunities. The audit focuses on:

  • HubSpot CRM configuration: Evaluate contact properties, deal stages, pipelines, and data hygiene for better tracking and reporting.
  • HubSpot workflows and automation: Detect broken or redundant workflows, streamline lead nurturing, and improve internal efficiency.
  • Lead management and segmentation: Align lifecycle stages, scoring, and segmentation with your sales and marketing funnel.
  • HubSpot dashboards and reports: Ensure your analytics deliver accurate, actionable insights for better ROI measurement.
  • Integrations and settings audit: Review third-party integrations, API connections, user permissions, and data flows for scalability and security.

You'll receive a detailed HubSpot audit report highlighting quick wins and strategic recommendation.

Software:

HubSpot

Industry:

Business services & consulting

•

E-Commerce

Reviews

3 reviews for this Gig
5.0

(3)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • E
    image-docs

    ergo_advantage

    CA

    Canada

    5

    Kate has completed this project very quickly for us. She's extremely knowledgable, and I will continue to work with her on future projects.

    $200-$400

    Price

    3 days

    Duration

    Helpful?
    Yes
    No
  • J

    joejoyaux

    US

    United States

    5

    Katherine is great and I highly recommend working with her on all your hubspot needs.

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • E
    image-docs

    ergo_advantage

    CA

    Canada

    5

    Kate has been a pleasure to work with. The HubSpot report was completed exactly as I was hoping, plus a few extra reports that will be very useful. Everything was completed on time, I plan to do more work with Kate!

    $200-$400

    Price

    5 days

    Duration

    Helpful?
    Yes
    No
Reviews

3 reviews for this Gig
5.0

(3)
(0)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • E
    image-docs

    ergo_advantage

    CA

    Canada

    5

    Kate has completed this project very quickly for us. She's extremely knowledgable, and I will continue to work with her on future projects.

    $200-$400

    Price

    3 days

    Duration

    Helpful?
    Yes
    No
  • J

    joejoyaux

    US

    United States

    5

    Katherine is great and I highly recommend working with her on all your hubspot needs.

    $50-$100

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • E
    image-docs

    ergo_advantage

    CA

    Canada

    5

    Kate has been a pleasure to work with. The HubSpot report was completed exactly as I was hoping, plus a few extra reports that will be very useful. Everything was completed on time, I plan to do more work with Kate!

    $200-$400

    Price

    5 days

    Duration

    Helpful?
    Yes
    No