HubSpot Checkup – Your free portal analysis from a HubSpot Platinum Partner
Our certified HubSpot professionals will take a close look at your system and analyze how efficiently you are using the subscribed hubs. As a result, you will receive a customized slide deck consisting of:
Setup Inspection
Features Check
Hidden or Underutilized Features
HubSpot Best Practices
CRM Optimization
How the HubSpot Checkup can help you
Establish a foundation for effective collaboration via optimized portal settings
Asses the use of all HubSpot Features and discover new functions within your existing Hubs
Understand your current HubSpot fees and identify potential cost savings for the future
Learn the Best Practices for HubSpot use from our experienced team
Checkup Structure & Functions
How our HubSpot Checkup works
In addition to the title and description of the analyzed function, a link will take you to exactly where you can find it. This saves you time when assessing your checkup results.
Our traffic light key illustrates quickly whether a HubSpot function is being used fully, partially, or not at all.
The yellow boxes contain the best tips & tricks we've gathered from our daily HubSpot use.
You can then utilize the Checkup Plan to determine whether your HubSpot system requires regular analysis and maintenance.
Content
What you can expect from the HubSpot Checkup
Setup Inspection
Here we check the basic setup of your HubSpot system. This ensures that the necessary settings in HubSpot are set up for success.
Feature Check
We compare the available functions in your system with actual usage. From this, we are able to determine if additional tools from HubSpot are needed, if the current subscription is well-suited, and if further optimization is required.
Hidden Features
Not all HubSpot features are accessible through the main navigation. We often hear from clients after our assessment, "Oh, I didn't know we could do that in HubSpot!"
Process
The next steps for your HubSpot Checkup
1. Complete the form
It's important that we know which portal you are interested in receiving a Checkup. Please fill out the form below with the correct information and confirm your e-mail address.
2. NDA (optional)
We do not make any changes to your HubSpot system and handle the information it contains confidentially. If you wish, we are happy to sign an NDA (Non-Disclosure Agreement) in advance.
3. Send a user invitation
Create a new user for made2GROW in your HubSpot portal. When assigning rights, decide what we can and cannot see.
4. Receive HubSpot Checkup
As soon as access has been granted, our HubSpot experts get to work. The time required for this depends on the number of subscribed hubs you have and our current workload. As a rule, you should receive the result after a few business days.
Our HubSpot Certified Trainer provides lessons in German
We're an official host of the HubSpot User Group for Cologne
Ready to go?
Request your free HubSpot Checkup now
No surprises: We analyze your portal, but will not make any changes without your confirmation.
Confidential: We do not pass on any of your information and will sign an NDA on request.
It's really free: There are no hidden costs and you get full access to your Checkup results.
Still have questions?
HubSpot Checkup FAQs
How do you benefit from offering this service free of charge?
First of all, we would like to prove ourselves to you with the Checkup and the HubSpot Tips & Tricks it contains. Of course, we hope you will think of us first when tapping into the potential uncovered in the Checkup. If your current agency is also very familiar with HubSpot and can take over the implementation, that's fine too.
And don't worry–we respect boundaries and won't flood your inbox with a lot of sales emails. Additionally, you always have the option to unsubscribe from all made2GROW communication with a couple of clicks.
What is an NDA and do I need one for the HubSpot Checkup?
A Non-Disclosure Agreement (NDA) is a confidentiality agreement in which the signing parties agree to treat all information exchanged as strictly confidential.
You do not need an NDA to request the Checkup. It is an additional guarantee for you that we will handle the data in your HubSpot portal confidentially. Of course, we do this even without a contract. If you would like to use an NDA, you can download our template after filling out the form or send us one of your own to sign.
How often should I do a thorough review of my HubSpot portal?
There is no general answer to this question. Of course, one bad import of data can have a major impact on the CRM system, but it usually takes a few months before a new Checkup makes sense. In our automatic Checkup Plan, you can choose between a semi-annual and annual Checkup for the future.
Am I qualified for the Checkup even if I have the free version of HubSpot ?
In general, the checkup is not limited to certain HubSpot subscriptions, but the range of functions is significantly smaller with the free HubSpot products. This means that there is a lot less to review and many components of the Checkup are omitted.
