Get the most out of your
HubSpot investment.
HubSpot is a singular application that can take the place of six or more online tools. This powerful platform is a customer relationship management (CRM) tool — but it’s not JUST that.
Companies also use HubSpot for sales, marketing, service, and content management. With HubSpot, all the information you need to make informed decisions to grow your business is in one spot. However, like any good tool, your teams can't do their work effectively if your HubSpot portal is messy.
So what do you do? Visit the experts for a HubSpot portal audit!
A HubSpot portal audit is like a check-up for your automation tools. This process can help identify areas where your portal might fall short of your needs and offer recommendations on how to utilize the system more effectively. This comprehensive review covers everything from your HubSpot account configuration and settings to checking the portal for duplicate contacts.
HubSpot Portal Audits — The Geekly Way
- Peek Under the Portal's Hood
- Deliver Insights
- If It's Too Much . . . We Have a Solution
We Take a Deep Dive Into Your HubSpot Portal
This isn't just a glance around your portal.
Once we understand a bit about your company goals and how your HubSpot portal can best help you get there, it's time to peek under your portal's hood.
During this step, we take a "deep dive" into your portal to look for inefficiencies that are costing you time and money. If there's a problem, we'll find it and show you how to fix it.
Let Us Show You the Way
After we analyze your portal, we provide you with a report. It's a roadmap of issues we found and recommendations to fix them to make your HubSpot portal function the way it should.
Your portal is meant to make your life easier, but it can take some work to make that happen. Whether you take our report and implement changes on your own or let our HubSpot experts handle the fixes for you, at this stage, you have the insights you need to configure your portal in the best way to support your business!
We Can Clean Your Portal For You
We get it. Cleaning your HubSpot portal can be a lot of work, even with the right plan. So what do you do?
You pass the project off to the experts who do this type of work every day!
Our HubSpot Geeks can handle all of your HubSpot portal maintenance. Whether it's a one-time cleaning and purging or a regularly scheduled tune-up, our team can keep your portal working hard to help you reach your sales and marketing automation goals.
- Peek Under the Portal's Hood
- Deliver Insights
- If It's Too Much . . . We Have a Solution
We Take a Deep Dive Into Your HubSpot Portal
This isn't just a glance around your portal.
Once we understand a bit about your company goals and how your HubSpot portal can best help you get there, it's time to peek under your portal's hood.
During this step, we take a "deep dive" into your portal to look for inefficiencies that are costing you time and money. If there's a problem, we'll find it and show you how to fix it.
Let Us Show You the Way
After we analyze your portal, we provide you with a report. It's a roadmap of issues we found and recommendations to fix them to make your HubSpot portal function the way it should.
Your portal is meant to make your life easier, but it can take some work to make that happen. Whether you take our report and implement changes on your own or let our HubSpot experts handle the fixes for you, at this stage, you have the insights you need to configure your portal in the best way to support your business!
We Can Clean Your Portal For You
We get it. Cleaning your HubSpot portal can be a lot of work, even with the right plan. So what do you do?
You pass the project off to the experts who do this type of work every day!
Our HubSpot Geeks can handle all of your HubSpot portal maintenance. Whether it's a one-time cleaning and purging or a regularly scheduled tune-up, our team can keep your portal working hard to help you reach your sales and marketing automation goals.
Sounds Great!
How Much Does It Cost?
The importance of a portal audit
HubSpot is a powerful sales and marketing automation tool, but every now and then, you need someone to help you optimize your portal.
Over time HubSpot portals get cluttered with unused templates, old emails, broken workflows, etc. When it starts to get clunky, most people find workarounds instead of taking time out to fix the problems.
However, an audit is like a spring cleaning for your HubSpot portal. This process gets rid of the inefficient workarounds and takes the time to clean up the portal and start using it more effectively and efficiently.
Why should I use Geekly Media for my portal audit?
Our certified HubSpot Diamond Partner team can audit your portal, and then hand you a detailed report of issues holding your portal back (with recommendations for fixes). However, if you need help implementing the steps toward improvement, we can handle that for you too!
Geekly HubSpot Portal Audit
Our certified HubSpot Geeks will give you a full report on what you need to get the most out of your HubSpot portal.
$6,500
Geekly HubSpot Portal Audit
Our certified HubSpot Geeks will give you a full report on what you need to get the most out of your HubSpot portal.
$6,500
Who is a good fit for a HubSpot portal audit?
A HubSpot portal audit is perfect for companies who have been using HubSpot for several years, have multiple HubSpot users, and don't trust their portal because of missing or duplicate information.
What do I get with a HubSpot portal audit?
Review all Hubs
Review all templates
Recommend custom reports
Review contacts/companies in the database for duplicates
Recommend list segmentations
Recommend fixes and deliver a custom report (at the conclusion of the portal audit)
Additional services as-needed
Additional HubSpot Portal Administration
Not only can we conduct an audit and clean up your portal, but we can also provide ongoing HubSpot Portal Administration to help it stay clean and running smoothly for your business.
$2,500
Additional HubSpot Portal Administration
Not only can we conduct an audit and clean up your portal, but we can also provide ongoing HubSpot Portal Administration to help it stay clean and running smoothly for your business.
$2,500
If you need more than just a one-time portal audit.
If you need additional or ongoing help with your portal to make sure your data is clean and your portal is functioning the way it should, we have a maintenance package to fit any budget.
Learn more about our HubSpot Administration Services here!
Quarterly HubSport Portal Administration starts at $2,500
Semi-Annual HubSport Portal Administration starts at $5,000 per cleanup
Annual HubSport Portal Administration starts at $10,000
If your HubSpot portal is in need of a tune-up,
click on the Speak to a Geek button today!
Our HubSpot Geeks can take your poor, run-down, bloated HubSpot portal and make it brand new, so that it functions like the powerful sales and marketing automation tool it was meant to be.
As a Diamond HubSpot Partner, we create cutting-edge online experiences that elevate brands and generate conversions.
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Meskauskas, M.
Brian Properties, Inc.
They saved the day, big time
We worked with the Geekly team on a project that had gone off the rails. They saved the day, big time. We got great creative that "wow-ed", super fast and responsive team, friendly and fun collaboration, and made new friends. We are so grateful for Heather and the WHOLE GEEKLY team! We look forward to working with them again.
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Orange Marketing
Partnered with Geekly
We partnered with Geekly to automate some of our operational systems. They were able to walk us through a process and build a ticketing system and automation for our rent collections, late rent/eviction process. We were able to move one full-time employee off of rent collections and re-positioned them elsewhere in the business.
Pete Neubig
VPM Solutions
Truly experts
Can't say enough about Geekly. They are truly experts at what they do and have helped our company tremendously!
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Charleston Property Company
Appreciate everything you have done
Great experience, great team with a wealth of knowledge on HubSpot. Appreciate everything you have done to help us get up and running on HubSpot.
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The Zadegan Group
The Geekly team has been amazing
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Renters Warehouse SE Virginia
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The Peak Group
Top-notch to work with
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SMARTCAP, Inc.
Wow
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Leon De Gruchy
VPM Solutions
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