Not Sure Your HubSpot Is Working as Well as It Should?

Get a free 30-minute HubSpot review with honest insights and practical next steps.

DELIVERY MODULE About 2 weeks

Initial Portal & Systems Review

Review how an existing HubSpot portal and its connected accounting system are set up today, so the discovery workshop and architecture start from facts instead of assumptions.

Delivery module

AU$960

About 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a clear picture of how leads, deals and money move through their HubSpot portal and connected accounting system today.
Existing pipelines, forms, workflows, inbox setup, users and subscriptions are reviewed and written up.
The quality of existing deal data is assessed and the clean-up steps needed are outlined.
The inputs needed to define the build are collected from the client.

Not included

Changes of any kind in HubSpot or the accounting system, including data clean-up
More than one pipeline, 2 forms, 6 workflows and one accounting organisation
A full portal audit with severity ratings and recommendations (see HubSpot Portal Audit)
Journey mapping workshops or stakeholder interviews
Solution design, architecture or recommendations for the build
Reviewing marketing assets, reports, integrations other than the accounting system, or website pages
Changes to the accounting chart of accounts or tax settings
Ongoing support or training

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to your HubSpot portal, needed before Access and Context Confirmation
A login to your accounting system that can view its settings (read-only where your system offers it), needed before Access and Context Confirmation
Which pipeline, forms and workflows matter most for this project, needed before Access and Context Confirmation
A short description of how quotes, invoices and purchase orders are raised today and by whom, needed before Connected Accounting System Review

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

Let's Talk Let's Talk

SEND A MESSAGE

Got a question?
Ask away.

Got a question, an idea, or something in HubSpot that isn’t behaving? Send us a note and we’ll give you a straight answer even if the answer isn’t us.

A HubSpot Studio.

We diagnose, build, and run HubSpot for businesses that need it done properly.

Get In Touch Get In Touch

Diagnose

Launch

Improve

Apps

Resources

Company