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HUBSPOT PORTAL AUDIT

A CLEAN CRM IS

A HAPPY CRM

Contact Us

HUBSPOT IS A TOOL MEANT TO MAKE YOUR LIFE EASIER.

Your HubSpot portal can be tailored to the specific needs of your business and employees. It should

feel natural and intuitive to use, not forced or confusing.

Many HubSpot users have no idea just how much they can customize their portal. From customized
reporting dashboards to custom contact record views, we’ll help you turn your HubSpot software
into a seamless extension of your ideal internal processes.

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VIEW YOUR HUBSPOT THROUGH FRESH EYES

No matter how long you’ve been on HubSpot, it can be helpful to get an outside analysis of your processes to identify opportunities for improvement.

Our HubSpot Portal Audit will take us on a deep dive through your entire HubSpot portal, including marketing performance, properties, workflows, forms, sales tools, content strategy, and so much more.

IMPROVE AND STANDARDIZE YOUR PROCESSES ACROSS YOUR TEAM.

GET MORE OUT OF YOUR HUBSPOT TOOLS -
REAL PROBLEMS WE'VE SOLVED

“We have lots of blogs but there’s no strategy behind them. How can we optimize our existing content to get more traffic and leads from what we’ve already written?”

“We don’t use any of the automation – we don’t really know how to set it up. We would love tohave automated workflows but we need help with the messaging, branding, and building.”

“Salesforce is too complicated for what we need to do and we want to use HubSpot instead, but we don’t know where to start. What tools do we need and do they cost extra?”

“We need to migrate our blog on to HubSpot but we don’t want to lose the look and feel.”

“One of our sales reps closes many more deals than anyone else on the team. How can I clone their processes so the rest of our team can replicate those results?”

“We sometimes have a hard time remembering to follow up or have to dig through our inboxes to remember if we sent a follow up email. It would be much easier if we could get automated reminders when it’s time to send an email or make a phone call.”

“To be honest, I didn’t know HubSpot offered those tools. How can I get started? Will you help me teach my team how to use them?”

Let’s Talk
AM I A CANDIDATE?

HUBSPOT MARKETING DATA

CONTACTS IMPORT
CONTACTS IMPORT

We will use your current branding and website to create aesthetically seamless templates for your blog listing page, individual blog pages, landing pages, website pages, and emails.

CONTACT SEGMENTATION
CONTACT SEGMENTATION

Segment your contacts into dynamic lists based on buyer persona, lifecycle stage, engagement, email subscription, and more. These lists can be used for email blasts, custom report building, workflows, and many other applications.

CUSTOM PROPERTIES
CUSTOM PROPERTIES

HubSpot’s default properties cover the basics for most companies, but we know your business may require niche information from your contacts. We will help you identify and create custom properties so all of your contact data is maintained during the migration onto HubSpot.

BUYER PERSONA DEVELOPMENT
BUYER PERSONA DEVELOPMENT

Build a thorough profile of your ideal customer to understand their pain points, challenges, needs, channels, and demeanor. These personas will be the foundation of your inbound marketing strategy, so we’ll help you get it right.

FILES
FILES

Organize your images, documents, guides, and branded assets within HubSpot’s File Manager. If you already have materials in your HubSpot, we can help you clean up and organize your existing files.

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HUBSPOT MARKETING DATA

FORM REPLACEMENT
FORM REPLACEMENT

We will audit your website for existing forms and replace them with HubSpot forms for centralized data collection. We will also make recommendations to strengthen your form conversion rates.

CUSTOM DASHBOARDS
CUSTOM DASHBOARDS

Keep your finger on the pulse of the metrics that matter most to your business with custom dashboards and reports within HubSpot. Choose the KPIs that are most important and receive automated reports delivered directly to your email inbox.

TRAFFIC ANALYTICS
TRAFFIC ANALYTICS

Monitor website traffic, new contacts, visitor-to-contact conversation rates, bounce rates, traffic sources, and average session length with HubSpot’s detailed traffic analytics.

CONTENT ANALYTICS
CONTENT ANALYTICS

Measure the performance of your landing pages, blog posts, and HubSpot hosted webpages with content analytics reports. Identify the best performing content with insights into submission rates, page views, CTA clicks, bounce rates, average time on page, and contact conversion rates.

CAMPAIGN ANALYTICS
CAMPAIGN ANALYTICS

Assign assets such as emails and blog posts to overarching campaigns to effectively segment and analyze data for specific marketing efforts. Use first touch or last touch attribution to determine the number of influenced contacts, customers, deals, and revenue.

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USE HUBSPOT FOR YOUR OMNICHANNEL

MARKETING STRATEGY

SEO PLANNING

Develop a strategic content marketing plan using HubSpot’s SEO planning tools to optimize your existing content and plan for future content generation.

CHAT FLOWS

Use live chat and chat bots to engage with your website visitors using HubSpot Conversations. We will design a branded chat window, craft tailored chatflow messaging, help your team set up user profiles, and train your team on live chat best practices.

BLOGS

We will set up authors, tags, meta descriptions, and use other HubSpot SEO tools to optimize and publish your content onto your blog subdomain.

EMAILS

Share content, promote special offers, announce new products, and stay connected with your leads and customers alike with email marketing. We’ll connect your email sending domain, design branded email templates, and execute an email marketing strategy to engage with your contact lists.

WORKFLOWS

Connect the key conversion points in your marketing funnel with automated email workflows. We can replicate your existing marketing workflows within HubSpot or help you develop an effective workflow strategy from scratch.

LEAD FLOW POP UPS

Design and implement lead flow pop ups that automatically add submitted information to your HubSpot CRM. Target users based on page scroll, exit intent, or time on page. Tailor your pop up messaging and offer to different stages of the buyer’s journey based on page view.

LANDING PAGES

Branded landing pages designed to convert for eBooks, guides, whitepapers, data sheets, live demos, event registration, webinar sign up, meetings, consultations, requests for quotes, and other gated offers.

SOCIAL MEDIA

Connect your company Facebook, LinkedIn, Twitter, and Instagram profiles to HubSpot for consolidated data reporting and pre-scheduling capabilities. Plus, we’ll help your individual team members connect their own LinkedIn profiles so your company’s content can be shared across members of your team to broaden your posts’ reach.

CTAS

Build a user-friendly conversion path across your website, emails, blogs, and landing pages with branded calls-to-action. Easily track click through rates and CTA views with HubSpot CTA performance reports.

GET THE

INSIDE SCOOP

Some clients want us to go in and do the heavy lifting, while others are eager to learn how to do it themselves. If you’re more of the DIY type, we can provide a roadmap for your HubSpot portal clean up and training sessions to set you up for success.

Learn About HubSpot Training
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GREAT MARKETING PARTNER

Market Veep is a great firm that handles all of our marketing efforts. This is the second time that I have used the firm. I highly recommend Market Veep!
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Cres F.

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EXCEPTIONAL EXPERIENCE

Market Veep's Onboarding Experts in Inbound Marketing are an absolute game-changer! From the get-go, their approach was top-notch. Market Veep's team has undoubtedly set the bar high for excellence in inbound marketing. Five stars aren't enough to commend their outstanding service!
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Matthew W.

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BEST PARTNER EVER!

As a growing business, setting up our first-ever HubSpot account was a crucial step towards enhancing our marketing and customer management strategies. From the moment we contacted MarketVeep, their team demonstrated professionalism, expertise, and a genuine desire to help us succeed. Overall, our experience with MarketVeep was exceptional, and we couldn't be happier with the results. Thanks to their guidance, we are now utilizing HubSpot to its fullest potential, streamlining our marketing efforts, and nurturing leads more effectively.
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Jean M.

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SET UP FOR SUCCESS!

We had an exceptional experience with Market Veep! Their team is professional, super organized, and friendly, and I truly enjoyed working with them. They executed on time and made the process super easy with their organization and documentation. In addition, they provided additional guidance and answered my many questions as I was new to HubSpot, and provided documentation resources for future use. We're now set up to leverage all that HubSpot marketing has to offer, and we couldn't have done it without Market Veep's expertise.
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Bailey G.

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OUTSTANDING WORK

There aren't enough words to describe the outstanding, professional work MarketVeep has provided to our company. From start to finish, the website design/development team at MarketVeep assigned to our project was extremely knowledgable, respectful, efficient and timely. The results went above and beyond our expectations and we could not be more thrilled with the improvements to the user experience on our website! Bravo MarketVeep, we'll absolutely be back with more projects!
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Nadine B.

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5 STARS FOR MARKET VEEP!

We had a fantastic experience with Market Veep! Their expert team seamlessly guided us through implementing HubSpot and provided comprehensive training across Sales, Service, and Marketing Hubs. Their knowledge and support significantly enhanced our workflow and overall efficiency. Highly recommend Market Veep for top-notch HubSpot solutions!
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Anneke C.

ARE WE A FIT?