Offerings

• Bar Associations 

• Legal Tech Consultants 

• Practice Management Advisors 

• Integration Opportunities 

• Influencers 

Tech Stack Audit 

• Empower your marketing, sales, and service teams to create a frictionless customer experience by connecting all your data to one platform  
• Review all systems and solutions to minimize spend and eliminate ‘zombie’ subscriptions 
• Analyze usage by department (sales, marketing, customer success, operations) to refine and improve handoff from department to department

Integrations 

• Verify and implement integrations where necessary to ensure proper data synchronization in line with marketing campaigns and goals. Using extensive built-in API’s, HubSpot can receive information from your application that can be immediately utilized by marketing, sales, customer success, and operations teams.

Ongoing Services 

Data Audit, Migration, and Optimization 

• Review data privacy and consent settings 
• Assign owners to contacts, companies and deals. Then, implement a process/workflow for automatically assigning owners 
• Update contact, company, and deal records with essential information like phone number, first name, lifecycle stage, country, etc. 
• Build workflows, sales sequences, dashboards, pipelines, and reports 
• Audit contact, company, and deal records to identify missing information 
• Migrate leads from other services and bulk update leads with missing information using imports 
• Review and fix duplicate contacts, companies, and deals 
• Implement a process/workflow for automated HubSpot/lead scoring 
• Review the process/workflows for updating lead statuses and develop a plan to update the records 
• Review the process/workflows for assigning buyer personas and develop a plan to update the records 
• Review the process/workflows for updating deals in pipeline and develop a plan to bring records up to date 
• Review current contact lists and develop useful lists like contact segments and target lists. Then, create a list/folder structure to organize them. 
• Identify unused, duplicate, or dated lists and remove them to keep the account clean 
• Clean up your CRM dashboards.

Update Marketing Tools 

• Standardize the naming convention and organization structure for assets, including emails, landing pages, and forms. Then, update the names of these assets accordingly. 
• Standardize the naming convention and organization structure for tracking URL parameters to track sources: Source, Medium, Term, Content. 
• Create and review tracking URLs to understand which sources are generating the best results. Embed CTAs on your main website to track engagement. 
• Review Ad Platform integrations and ensure they are currently tracking interactions from campaigns. 
• Review and optimize HubSpot Audiences tool to better segment ads. 
• Update your templates, CTAs, and forms to keep them relevant.  
• Use data from your forms to update low-performing assets. 
• Review your support process and enable more inbox tools to automate in HubSpot 
• Review workflows and update: automate data collection and contact management, delete unused workflows, etc. Set up automation options based on the desired outcome or goal you are pursuing. For instance, you can send automated emails or assign tasks to team members after a lead submits a form. 
• Review Marketing Email Health tool and Traffic Analytics, then implement recommendations. 
• Audit marketing email campaigns, landing pages, and forms to optimize the customer journey. Improve low-performing emails and landing pages. 
• Provide a cost/benefit analysis for implementing Service Hub tools. 
• Clean up your marketing dashboards

Update Sales Enablement Tools 

• Standardize the naming convention and organization structure for assets, including emails, snippets, meetings, and templates. Then, update these assets. 
• Review your task/followup processes and enable more inbox tools to automate in HubSpot 
• Update your snippets, templates, sequences, and content to keep them relevant 
• Review sales pipelines to optimize the customer journey. Update record customization, pipeline and data automation, and ensure deals are in their proper stages. 
• Associate deals with companies and contacts 
• Review workflows and update: add workflows to automate data collection and management, automate deal progression, delete unused workflows, etc. 
• Make updates to the mandatory fields required for moving deals in your pipelines 
• Ensure engagement tracking and implement a process/workflow for automated HubSpot/lead scoring 
• Train your team on task management. Ensure overdue tasks are deleted or set a fixed date for completion. 
• Update team goals for each pipeline. Then, align forecasted amounts, close dates, and probabilities according to goals and past performance. Create workflows to automate these properties. 
• Refine sales dashboards

HubSpot Instance Audit

• Designed to maximize your investment in HubSpot 
• Audit your tech instance to ensure data visibility, optimize reporting, and eliminate redundancies 
• Ensure you have correctly configured Google Analytics and that it is correctly attributing traffic to the proper channels and campaigns, tracking meaningful data and reporting on the right goals 
• Evaluate all the tools in your CMS Hub including mobile optimization, smart content, website pages, design manager, themes, templates, consistency, site performance, and more to ensure your website is properly reflecting your messaging and helping you convert visitors into prospects and customers. 
• Update and audit your overall actions within HubSpot to ensure you have consistency with data collection, organization, and reporting. 
• Clean up your integration and data dashboards.