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Agency Solutions

HubSpot Portal Audit

You know you're not using HubSpot to its potential. But you don't where to start or how to prioritize. Our comprehensive HubSpot Portal Audit will leave no stone unturned. And you'll have a practical playbook for turning your CRM into a powerful instrument for organization and growth.

The Process

Share your goals relative to HubSpot and give us access to your portal. From there, it'll take us 2 weeks to complete the audit and get you moving in the right direction.

Discovery

We'll kick off with a discovery call to learn your goals. And you'll provide us access to your HubSpot portal.

Audit

We'll start our comprehensive audit of your HubSpot portal against your goals, leaving no stone unturned.

Check-In

We meet half-way through our audit to ask questions and connect some dots regarding our initial findings.

Presentation

A week later, we'll regroup to present our comprehensive audit and customized HubSpot playbook.

Sales Enablement Solutions | The Gist | Organic Growth Agency | Certified HubSpot Solutions Partner

Certified and Accredited. HubSpot or Bust.

As a Platinum-level Certified HubSpot Solutions Partner, The Gist has demonstrated a high level of expertise and proven success in implementing and leveraging HubSpot's powerful suite of tools. This certification signifies our deep understanding of the platform and our ability to help your business maximize its benefits. Choosing The Gist means you're entrusting your inbound marketing to a recognized leader in the HubSpot ecosystem, ensuring effective strategies, efficient execution, and comprehensive support.

No Stone Unturned

Every team in your company influences growth. That's why you configure your CRM to be a single source of truth that fosters alignment across departments. And that's why we'll look at every aspect you are (or could be) using HubSpot to orchestrate scalable, organic growth for your company.

Core CRM

  • General Settings
  • Users + Teams
  • Objects
  • Properties
  • Integrations
  • Contacts + Companies
  • Reporting

Marketing

  • Contacts + Companies
  • Asset Management
  • Website + Content Marketing
  • Lead Generation
  • Email Marketing
  • Automation
  • Reporting

Sales

  • Contacts + Companies
  • Deals
  • Configure, Price + Quote
  • Activities + Tasks
  • Productivity
  • Automation
  • Reporting

Service

  • Contacts + Companies
  • Tickets
  • Inboxes
  • Feedback Surveys
  • Knowledge Base
  • Customer Portal
  • Reporting

They are so good at breaking down complex business challenges and finding both quick-wins, as well as long term strategy solutions to overcome them. Their HubSpot onboarding program does exactly this.

Ally Rocovich - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Allie Rocovich | HubSpot

We have improved our HubSpot capabilities to provide us more internal efficiencies and strengthened our monthly communication with our clients.

Marty Hamby - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Marty Hamby | CAVU HCM

They make the process easy and enjoyable, providing great recommendations on how to optimize HubSpot for our business needs. They are fast, reliable, and know the system inside and out.

Sonya Ahola - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Sonya Ahola | The Ahola Corporation

We had HubSpot prior to working with The Gist, but weren't using it to its full potential. We are now seeing the benefits of putting HubSpot to work.

Kyle Masengale - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Kyle Masengale | ASAP Payroll

They've been driving our growth for years. And there is no one on Earth that I trust more than The Gist when it comes to all things HubSpot.

Joe Peluso - Client Testimonial - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Joe Peluso | Complete Payroll

CRM Philosophy - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Your CRM should be an instrument for growth.

A CRM is not a just an internal reference or a tool where your team logs information. A modern CRM should enable growth by aligning teams, enabling good work, automating bad work and guiding effective decision making. As a Certified and Accredited HubSpot Solutions Partner, this is simply what we do. And it works so well, we even do it for our own business.

Curious what HubSpot can do for you?

HubSpot is a CRM at its core. But layered on top of your database are a series of tools (called Hubs) designed to help you grow better across marketing, sales and customer service functions.

Core CRM - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Core CRM

Marketing Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Marketing Hub

Sales Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Sales Hub

Service Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Service Hub

Website CMS Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

CMS Hub

Operations Hub - The Gist - Certified HubSpot Solutions Partner - HubSpot Onboarding Accreditation - HubSpot Onboarding, HubSpot Implementation, HubSpot Maintenance

Operations Hub

Get Started Now

Click the button to purchase your HubSpot Portal Audit. When you do, we'll schedule our kickoff meeting and be auditing your HubSpot portal within days.

Have some questions?

We are available for a brief consultation to help you understand how our in-depth HubSpot Portal Audits work. We'll explain the process, timeline and what you can expect from a completed audit. And we'll be prepared to answer any questions you may have. 

Not ready to book a meeting yet? Click here to leave us a message.