HubSpot Action Plan FAQs
- How much does it cost?
That’s an easy one: it’s a flat rate of $2,500!
- How long does it take to complete?
Once we have back-end access to your HubSpot portal, we only need two weeks to complete the Action Plan.
- Does everybody get the same generic checklist?
Absolutely not!
Everyone uses HubSpot differently, so each of our Action Plans offers up advice unique to your specific company.
- What do I actually “get” at the end?
Our HubSpot experts will assess your data quality and portal customizations, while also reviewing how effectively you’re using the tools available at your current subscription level.
Once we’re done with the Action Plan, we’ll present our top recommendations for quick wins during an interactive 90-minute presentation with your team. These will be broken down into categories based on:
- Items that are “on fire” and need to get fixed ASAP vs. items that are just nice-to-have
- Items that are easy for you to do in-house vs. items that you’ll want our agency’s help with
After the video call, we’ll also send over the full report, which is often 50+ detailed pages! (You know, just a little light nighttime reading.)
- What’s in this big report?
Our HubSpot Action Plans can be pretty in-depth (i.e., 50+ pages), but they’re broken down into easy-to-digest sections so you can quickly reference the areas most important to you.
Here’s a sample table of contents for a company using HubSpot Marketing Enterprise:
- Summary
- Main areas of concern
- Immediate areas for improvement
- Future areas for improvement
- HubSpot CRM
- Technical set up
- Users/teams
- Contact records
- Company records
- Lists
- HubSpot Marketing
- Overview scorecard
- Emails
- Landing pages
- Social
- Blog
- SEO
- Campaigns
- Files
- Forms
- CTAs
- Conversations inbox
- Workflows
- Reporting
- Sandbox
- Custom objects
Our recommendations will also be broken down into categories based on:
- Items that are “on fire” and need to get fixed ASAP vs. items that are just nice-to-have
- Items that are easy for you to do in-house vs. items that you’ll want our agency’s help with
- Summary
- Who needs to implement your recommendations?
Many of our suggestions are simple and can be done by your team immediately! Others are more strategic and may require you to think through how you want to use HubSpot to collect and segment data going forward.
Either way, if you have a HubSpot admin who can “do” what we’re recommending, feel free to take our Action Plan and implement everything in-house.
But if you need a helping hand, we’re here for short-term project work or even an ongoing retainer relationship.
Hear from our HubSpot clients
Get started with our HubSpot Action Plan
Most HubSpot portals are messy, underused and full of data you can’t trust. Our HubSpot Action Plan gives you a prioritized roadmap to fix it.
We’ll audit your portal and show you exactly what to clean up, optimize and build next, from data hygiene and lead scoring to integrations and reporting.
Two weeks. $2,500. A roadmap forward.