RevQore's HubSpot
Audit & Action Plan

Get a detailed overview of every aspect of your HubSpot instance. Pre-built dashboards & info cards diagnose the problems. Audit report & action plan shows how to fix them.

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Feature Utilisation

Feature Utilisation

See every HubSpot feature you are paying for and whether you're getting maximum ROI. Get action items for each feature being underutilised

User Setup

User Setup

Make sure all your users are connected and setup for success. Configure activity tracking, limit unwanted admin and provide visibility

Automation and workflows

Automation and workflows

Optimise automations and remove redundant workflows. Get actionable advice on how to build and maintain automation effectively

Analytics and reporting

Analytics and reporting

Ensure reporting provides the data you need to make decisions. Best practice pre-built dashboards are included in the package

Integrations

Integrations

Resolve any sync errors that are causing bad data and missed opportunities. Unlock data insights and remove barriers between teams

Action Plan

Action Plan

Package includes a detailed action plan - telling you what, why and how to optimise HubSpot, including how to measure the impact of changes

What's Included?

The complete package consists of 3 elements to get your HubSpot generating maximum ROI and keep you there.

Curated Reports & Dashboards

Curated Reports
& Dashboards

Pre-built to best practice. Highlight problems then measure impact of improvements.

Embedded Audit Framework & Content

Embedded Audit
Framework & Content

Best practice guidance for every part of your org. Info on how to interpret reports.

Audit Report & Action Plan

Audit Report
& Action Plan

Tailored audit summary & action plan. Your biggest problems & how to solve them.

Next steps

Follow these simple steps to access the audit package and get going.

Complete Payment & Setup Sidekick

Complete Payment
& Setup Sidekick

The package cost is £500+vat. Follow the buy now link to complete secure checkout. You will be sent an email to download your assets and with information on next steps!

Download the Package Assets

Download the
Package Assets

Use the link in the email to create your Sidekick account, download your HubSpot assets to your portal and access the information cards. Our team will begin work on your Audit report and action plan.

Review Report

Review
Report

Our team will send over your completed Audit report and action plan. We will arrange a call with you to review the report in detail and discuss items you should action and whether our team of specialists can help with execution.

Frequently asked questions

The package is £500 which covers everything from your HubSpot assets, to sidekick content and the detailed report and action plan.

Still not sure?

Check out the video on your right, and book a 15min demo with a member of the team below.

We'll walk you through the process and show you a sample audit so you can assess the benefit to your business.

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