HubSpot Strategic Audit & Roadmap
Get a customized plan for driving business growth with HubSpot.
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?”
Our HubSpot services help you:
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
“Outstanding group to work with. Thorough, knowledgeable and able to use technology to deliver actionable sales business goals.”
Gary Cirone, General Manager and CFO
“We had a few meetings to highlight our business goals, wants, needs and how we operate. They pretty much took it from there with a couple progress meetings along the way. We now have a very organized and functioning HubSpot CRM that is ready for a number of marketing initiatives. Great work Simple Machines and Thank you”
Brad Esposito, President
“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
Get started
Want to learn more about our HubSpot audits? Fill out the form and we’ll be happy to help.
