The Assessment Process


We start with a hassle-free discovery process. Whether through email or a simple phone call depending on your preferences, we get an understanding of your goals, pain points, and current HubSpot setup to ensure our assessment aligns perfectly with your needs.

Hub Review:

Following our discussion, we conduct a thorough examination of each primary Hub — CRM, Marketing, and Sales. Through a detailed series of checks, we can quickly identify errors, unused assets, duplicate data, and bubble up unused features that we believe will be useful based on your subscription level.

Strategic & Tactical

Armed with insights from our review and guided by our initial conversation — often centered around your business goals — we craft a comprehensive set of recommendations. These recommendations span short, medium, and long-term goals, blending both strategic and actionable tactics tailored for your team's execution.