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HubSpot Portal Review: what is it and how can it help your business?

A HubSpot portal review is a comprehensive analysis of your HubSpot account to identify areas for improvement and optimization. We deep dive into your account, identifying your HubSpot portal's setup, ways to improve your operational efficiency with our expert recommendations and quick wins, and help you identify more long-term strategic changes you can make to optimize your HubSpot portal for driving growth and maximizing ROI. 

When we do a portal review, we follow some key steps to evaluate and evolve your existing portal for future success. 

1. Assess your goals

In a HubSpot Portal Review, we start by assessing your goals and objectives for using HubSpot. What are you trying to achieve with HubSpot?  What does success looks like for your business? Are you looking to increase traffic, generate leads, or improve customer engagement?

When it comes to using HubSpot, it's important to have a clear understanding of your goals and objectives. This is the foundation of our work together and will help you identify which HubSpot features and tools should be leveraged to achieve your goals. 

For example, if your primary goal is to increase traffic, you might focus on creating high-quality content and optimizing it for search engines using HubSpot's content optimization tools. If your goal is to generate leads, you might use HubSpot's lead capture forms and landing pages. If your goal is to improve customer engagement, you might use HubSpot's customer feedback and survey tools to gather feedback and insights from your customers.

2. Evaluate how you use HubSpot today

Following your goals being outlined, we review your existing HubSpot setup in alignment with these goals, analyze the tools and how you are using them to identify areas where you can improve and optimize. This determines if you're taking full advantage of all the features and capabilities of HubSpot to get the most value out of the platform. 

For example, if you're using HubSpot's email marketing tools, we want to make sure you're using all the available features, such as segmentation, personalization, and A/B testing. If you're using HubSpot's CRM, we want to make sure you're using it to its fullest potential, such as tracking deals and pipelines and using automation to streamline your sales processes.

3. Analyze your website performance

The website of your business serves as a window to showcase your brand. Measuring and analyzing your website performance is crucial to understanding how your website is performing and identifying areas where you can improve. HubSpot provides a range of analytics tools that can help you measure and analyze your website performance, such as traffic, engagement, and conversion rates.

To analyze your website performance, we start by looking at what goals and tracking metrics to set up using HubSpot's analytics tools. This will help you understand how your website is performing in relation to your goals and objectives. For example, if your goal is to increase website traffic, you might track metrics such as pageviews, unique visitors, and referral sources. Once tracking is set up, HubSpot's analytics tools can help identify areas that need improvement. For example, if your bounce rates are high, you might need to improve your website's content and user experience. If your conversion rates are low, you might need to optimize your landing pages and calls to action.

4. Review your marketing campaigns

We look at your email marketing, social media, and other marketing campaigns to identify what is working well and what needs improvement. It is important to review metrics such as open rates, click-through rates, and conversion rates. By reviewing your marketing campaigns, you can identify areas where HubSpot can help you optimize and improve your marketing efforts. For example, HubSpot's email marketing tools can help you create more targeted and personalized email campaigns that drive higher engagement and conversion rates. Using HubSpot's marketing analytics tools, you can also track the performance of your marketing campaigns in real time and make data-driven decisions to optimize your marketing strategy.

5. Evaluate your sales processes

We also importantly look at your sales processes and assess how well they are integrated with HubSpot. This is to determine if you're fully utilizing HubSpot's sales tools, such as CRM, sales automation, and reporting. In evaluating your sales processes, you can identify areas where HubSpot can help you streamline and automate your sales processes, improve sales productivity, and increase revenue. For example, HubSpot's CRM tools can help you track leads and deals through the sales funnel, while HubSpot's sales automation tools can help you automate follow-up emails, set reminders, and schedule meetings with prospects.

6. Review your customer service processes

We know that a great customer experience is a key differentiator for businesses today. To provide this, we must ensure your customer service processes are efficient, effective, and integrated with their CRM platform, such as HubSpot. Reviewing customer service processes and integrating HubSpot's service tools, such as tickets, chatbots, and feedback surveys, can improve customer experience.

Tickets help customer service teams organize and track customer issues, ensuring prompt resolution. Chatbots enable real-time support, reducing wait times and providing immediate assistance to customers. Feedback surveys collect customer feedback and help identify areas of improvement for the business. By identifying areas of improvement in customer service processes, businesses can provide better customer experiences, build customer loyalty, and increase customer satisfaction. HubSpot's tools can help automate these processes, reducing manual labor and improving customer service efficiency.

7. Analyze your data management practices

Data is a valuable asset for businesses today, providing insights into customer behavior, market trends, and business performance. However, managing data effectively is critical to ensuring its accuracy, reliability, and usability. Consequently we analyze your data management practices in HubSpot to determine if you are using best practices for data hygiene, such as list segmentation, data cleansing, and data enrichment. List segmentation involves dividing customer lists into smaller groups based on specific criteria, enabling targeted marketing and improved customer engagement.

Data cleansing involves removing or updating inaccurate or outdated data, ensuring data quality. Data enrichment involves adding additional data to existing records, improving data accuracy and completeness. By adopting best practices for data management, businesses like yours can improve data quality, reduce errors, and enhance decision-making. We look at how you are using the various tools to manage data effectively, including automated list segmentation, data cleansing, and data enrichment.

8. Document your findings and recommendations

We document this thorough analysis, the findings and recommendations. This information can be used to create a plan for optimizing HubSpot usage and achieving business goals. A HubSpot Portal Review helps businesses identify areas of improvement, prioritize actions, and track progress over time. This documentation also acts as the playbook to help ensure that the necessary changes are made and provide a framework for ongoing optimization. The goal is to optimize HubSpot usage, businesses can improve efficiency, increase productivity, and enhance customer experiences. This can ultimately lead to increased revenue and business growth.

9. Most importantly, act on it!

Take decisive action! Without taking action, all the recommendations remain mere concepts. Simply contemplating the possibilities won't bring about tangible results. Conducting a HubSpot Portal Review empowers you to optimize your account usage and streamline your customer journey, ensuring that you extract the maximum value from your subscription. A HubSpot Portal Review serves as a catalyst for growth, enabling you to delve deeper into your account settings, strategies, and workflows. It provides a comprehensive analysis of your existing practices, identifying areas for improvement and untapped opportunities. Armed with this knowledge, you gain the ability to make informed decisions and implement changes that will propel your business forward. As a result, you can achieve greater efficiency, productivity, and ultimately, business success.

Optimize Your HubSpot Portal for Peak Performance

Don't settle for subpar results. Let our experienced team guide you towards maximizing the value of HubSpot for your business. Schedule your portal review with our team today!

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Katrina Thunem

Katrina Thunem

Katrina has worked with clients all over the world at some of the largest international marketing and advertising agencies. Katrina excels at inspiring, organizing, and executing creative digital marketing campaigns that harness the power of today's technology.