HubSpot Quick Check
Get actionable insights to improve your HubSpot Usage.
👀 If you're serious about HubSpot and you've been running for more than 6 months, you might get questions like:
- Am I getting the most out of HubSpot?
- Am I overpaying for licences?
- Is the current setup right?
- What am I missing?
Lucy & Martin will answer these questions in a 90 minute workshop.
What type of help do you need?
Identify opportunities to optimise setup and reduce complexity
Find out if your HubSpot portal follows best practices
Review your current HubSpot package and licensing
HubSpot Quick Check:
A 90 minute Workshop with Lucy & Martin
$ 500
Questions
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You'll notice value right away as we wrap up the session, focusing on what's most urgent and critical for you and your business.
At the end of our process, you'll receive a document containing
1) A prioritised set of recommendations for action now
2) A list of key things to look out for in the future
3) The workshop summary and recording, including charts and additional resources relevant to you. -
Anything that improve the performance of your CRM. Take for instance:
- Portal administration and management tasks
- Workflow automation creation/reconfiguration
- Custom reporting
- Data cleansing
- Data restructuring
- Contact/company record optimisation
- Deal pipeline clean-up and reorganisation
- New product updates
- Renewal advice
- Third party integrations
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No, it is cheap. In fact, the direct access you have to us alone justifies the investment.
Something extraordinarily valued by our clients over the years is the direct access to Lucila and Martin. And you will have us both during the workshop.
1️⃣ Lucila (HubSpot Hall of Fame/Trainer/Hubspot Academy Professor)Over 10 years of experience with HubSpot. HubSpot Certified Trainer and Accredited Specialist. HubSpot Hall of Fame. Community Champion and Instructor at HubSpot Academy Super Admins Bootcamp.
With an in-depth knowledge of the CRM, Lucy tackles out-of-the-box implementations to meet each company's needs and achieve business objectives.
Have been working with Andimol HubSpot Agency since 2012.
Focus areas: HubSpot Implementation, training and optimisation. CRM strategy, automation, App Integrations, reporting and revenue operations for Marketing, Sales and Service Hub.
2️⃣ Martin (Systems Engineer/MBA/HubSpot Champion).HubSpot Accredited Specialist and Certified Trainer with over ten years of experience. Founded Andimol in 2010.
Experienced CRM consultant with a technical and business background, holding an MBA and over 20 years in the technology industry. Roles include Sales, Marketing, CX, and CIO.
Focus areas: Advanced CRM Implementation. Data Modelling. Process architecture. Operations Hub. Programmable Automation. Data Syncs. Integrations. Technical projects.Whatever your question, we're here to answer it. In person. Live.
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You can bring one, maximum two people to the workshop if the topic requires it. If you bring more people, the conversation will likely become too diluted and ineffective.
Ideally, we'd like someone with Super Admin permissions to share their screen during the call.
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If you're ready to get started, you can purchase and book your Quick Check directly on our website here. If you have any questions you can write to Martin here.
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No, during the Quick Check we'll ask you to share your screen and go through your HubSpot portal.