Get a Free 13-Point HubSpot Checkup

You take your car in for regular maintenance to keep it running efficiently. You schedule annual checkups with your doctor to make sure you’re healthy. Often, these checkups uncover issues you didn’t know about but need to attend to.

In this video, we show you how we took this company from 40 nurture email templates to just five and from 20 automated workflows to just one. Click to see how we helped.

After working with over 300 HubSpot clients and securing over 150 five-star reviews in the HubSpot Partner Directory, we’ve seen it all and we’ve fixed it all.

We can help make sure your HubSpot software isn’t negatively impacting marketing, sales, and service execution in any way. Let us give your HubSpot software a free multi-point checkup.

The HubSpot 13-Point Checkup Covers:

Users, Roles, and Teams

We’ll review your user and team setup to ensure people only have access to what they need based on their roles.

Security and Privacy

We’ll review your login settings to determine the security level and review your privacy practices for compliance.

Dashboards

We’ll explore your dashboards to determine if they are telling you the information that’s important to your business.

Usage and Add-Ons

We’ll review your marketing contacts and add-ons to determine if you’re underutilizing paid services.

Branding and Defaults

We’ll check that your branding defaults and personalization tokens are configured for forms, your brand kit, and email.

Data

We’ll analyze your custom properties to make sure your data is actionable, current, and relevant to your business needs.

Forms and Data Collection

We’ll review your forms to find areas to improve conversion and completion rates in addition to checking for appropriate follow-up and organization.

Email Marketing

We’ll review emails for deliverability, sending health and segmentation in addition to checking for areas to optimize using HubSpot tools.

Segmentation

We’ll check current email subscription types to find areas for improvement in segmentation and prevent full opt-outs.

Snippets and Templates

We’ll review your snippets and templates to determine usage, effectiveness, and if they can be implemented further.

Deal Pipelines

We’ll assess your deal pipeline(s) and deal automation to explore possibilities to give you more insight into your sales process.

Chatflows

We'll explore existing chatflows and determine areas for improvement in driving conversions through chat in addition to assessing display options for best practices.

Tickets

We’ll assess the use of tickets, the ticket pipeline, and the flow of ticket creation to assignment in Service Hub.

All of This for Free

Anything we find, we’ll let you know so you can fix it. If you need help fixing it, we’re here for that, too.

“The team at SEG ran their 13-point checkup on our HubSpot portal and uncovered a number of important items that needed attention. Then they quickly fixed it for us and now they keep an eye on our portal every month.”

Paige Byrd, Co-President, Thiel & Team

Is Your HubSpot Software Firing on All Cylinders?