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DIAGNOSTIC MODULE About 2 weeks

Sales Process & Tooling Diagnostic

Reviews deals, tasks, sequences and adoption across Sales Hub. The outcome is improved sales execution.

Read-only review

Sales Process & Tooling Diagnostic

AU$960
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About 2 weeks
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What this diagnostic actually does

Included

  • Client has a written assessment of how deals, tasks and sequences are set up and adopted.
  • Risks and issues are identified, with context on why each one matters.
  • Recommendations are prioritised, with a clear next step for any follow-on work.

Not included

  • Configuration or fixes to your sales tools or sales process
  • Data changes, cleanup or deduplication
  • Automation builds
  • Training or enablement
  • Support-style troubleshooting
  • Ongoing advisory
  • Areas of HubSpot outside this module (scope does not expand beyond what you selected)

How it runs

01
Kickoff
We confirm what we're looking at and sort out the read-only access we need, so there's no delay once work starts.
02
Review
We go through your portal against the scope we agreed, without changing anything.
03
Report
You get the findings in writing, with the most important fixes listed first.

What we need from you

  • HubSpot access for King Henry with view and export permission for deals, tasks and sequences (Partner Admin is simplest, we only view and export), needed before Access and Data Export
  • A named contact for the kickoff call and the findings presentation, needed before Kickoff and Process Walk-through
  • A short description of the sales process your reps are meant to follow, needed before Kickoff and Process Walk-through

A written report of what we found in your portal, with the most important fixes listed first. We don't change anything while we're diagnosing.

It depends on the diagnostic. Check the timeline shown above for this one, and we confirm timing once scope and access are agreed.

Yes. If you want us to fix what a diagnostic finds, we scope the fixes as separate modules.

Need Help? We're Just a Message Away

Want this diagnostic in your scope?

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

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