HubSpot Strategic Audit & Roadmap

Get a customized plan for driving business growth with HubSpot.

HubSpot onboarding service

If you know you could be better leveraging HubSpot but you’re not sure how – and you don’t know what you don’t know – you’re in the right place.

HubSpot can transform your business, but being properly set up with clean data is just the start.

Our strategic audit and roadmap service answers the question, “How can HubSpot get us from where we are now to where we want to be?”

A strategic audit and roadmap built for you

When HubSpot is not only effectively set up but architected to optimize your specific business, it provides lift across the entire organization.

Simple Machines has deep experience helping companies develop the vision for how HubSpot can be a true business solution – and the specialized technical skillset to efficiently implement the vision.

Our process

Questionnaire and kickoff 

Your strategic audit starts with a questionnaire and subsequent kickoff call, where we gather information from your key stakeholders so that we have a strong understanding of your company, your vision, what questions the audit needs to answer and how HubSpot can help achieve your goals.

Strategic audit and roadmap

Beyond the standard auditing of your portal that encompasses data hygiene, organization and best practices, the strategic audit also assesses how well your instance is configured to support your objectives.

Once documented, we build a process map that lays out the current state, ideal state and the plan for getting from A to B. This also includes your project timeline, deliverables and expected outcomes.

Project Plan and Scope

Along with the audit and roadmap, we deliver a prioritized project plan for execution complete with scope and timelines if our team will be handling the implementation.

Benchmarks and measures of success

Based on your objectives, we’ll define how success will be measured and provide any relevant benchmarks.

Client Success

“Simple Machines put together a great roadmap of all the items we needed to accomplish. In a short 6 week period, we accomplished all of our tasks including a custom integration with our ERP system.”

Peter Argondizzo, Argo Translation

Peter Argondizzo, Argo Translation

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Want to learn more about our HubSpot audits? Fill out the form and we’ll be happy to help.