Improved HubSpot setup with optimized processes and streamlined workflows

Required HubSpot audit

Scorpion required a comprehensive HubSpot audit to understand the ins and outs of their existing HubSpot setup.

Needed optimization suggestions

Based on the audit, the client required actionable suggestions from certified HubSpot experts. They needed someone to step in and identify system gaps and areas for improvement. 

In-depth HubSpot audit

The client's HubSpot instance was thoroughly checked for gaps and improvement. We examined their account setup, workflows, data architecture, and usage trends to identify inefficiencies and optimize processes.

Audit report

We created an audit report based on our findings, extensively outlining the inefficiencies and gaps that needed to be addressed in order to optimize their HubSpot setup.

Enhanced processes

The audit provided a clear picture of how Scorpion's HubSpot was configured and utilized, this led to more structured and efficient processes.

Actionable roadmap

We created an actionable roadmap that clearly outlined the inefficiencies within the client's HubSpot setup. The audit served as a guiding document for implementing changes in phases.

Improved efficiency

By addressing the discovered inefficiencies, the client was able to reduce manual work, create automated workflows, and optimize important processes. 

Strategic decision-making

The whole process equipped the team with in-depth insights into their HubSpot usage and allowed them to build data-backed strategies. It allowed them to align marketing and operations for sustainable scaling.