A complete review of your HubSpot portal to highlight issues, recommend fixes and streamline your campaigns

Review and Optimise Your HubSpot Portal

A complete review of your HubSpot portal to highlight issues, recommend fixes and streamline your campaigns.

The HubSpot HealthCheck is ideal for mid-large companies who already have HubSpot in place and have been using it for more than 6 months.

Note: This is not designed for new installs (we have a separate HubSpot Ignition offering for new portals).

Perfect for regular reviews of your portal eg Quarterly or Annually.


Why Organise a HubSpot Review?

If you've been using HubSpot for a while chances are your portal has gotten a little complicated with contacts, emails, lists, workflows, pages, blog posts and numerous other areas.

We review your portal and optimise HubSpot marketing items including contacts, reports, lists, workflows and emails.

In the following video we walk through the details of the process:


Who is the HubSpot HealthCheck ideal for?

The HubSpot HealthCheck is ideal for:

  • Mid-large companies
  • Who have been using HubSpot for more than 6 months
  • Who feel that they are not using HubSpot to its full potential

What's Included in the HubSpot HealthCheck?

As well as the course materials (including hours of video lectures), it includes 2 hours of one-to-one consulting via zoom with one of XEN's Certified HubSpot Consultants, where they review your HubSpot Portal, grade each of the items in the HealthCheck checklist, and provide recommendations for improvement. They walk you through the findings and answer any questions you have.

  • Review materials including more than 3 hours of video lectures (view the course curriculum here)
  • 2 hours of one-to-one consulting via zoom with one of XEN's HubSpot Certified Consultants 
  • A full review of your HubSpot Marketing Hub portal
  • Grades against each area of the items in the HealthCheck checklist
  • Recommendations for improvement
  • A walkthrough of the findings and answers to any questions you may have
  • An actionable checklist to help you start optimising your HubSpot portal

HubSpot Areas Reviewed

  • Review all naming conventions
    • Lists, emails, forms, workflows, campaigns, files, pages
    • Recommend naming convention improvements
  • Review all settings and options including:
    • Report settings
    • Contact settings
    • Content settings
    • Social settings
    • Integration settings
    • Properties and default
    • Email settings
  • Check Lists and Filters
  • Check Campaigns
  • Review Active Lists for typical database hygiene activities including:
    • Cold contacts (low engagement, disinterested, legacy customers)
    • Low contact, high value contacts
  • Review Workflows to:
    • Highlight potential problems (eg workflows with risky entry and re-enrollment criteria)
    • Ensure consistency of naming
    • Check internal notification send lists
  • Review Lead Scoring rules
  • Review Emails to:
    • Highlight old/legacy emails used in workflow automations
    • Freshen email design templates
    • Optimise internal notification emails
  • Review Forms to:
    • Highlight progressive field functionality where appropriate
  • Review Pop-Up Forms:
    • Optimise page targeting
    • Recommend splitting into separate Pop-Up Form offers where appropriate
  • Review CTAs:
    • Check all CTAs and Smart CTAs for accuracy and performance
  • Review Page Performance:
    • Optimise web pages and landing pages for optimal results in Google
  • Review Content Strategy terms
  • Review Competitor Tracking
  • Review Reporting Dashboards
    • Naming
    • Scheduling

What's NOT included in the HubSpot HealthCheck?

The HealthCheck does not include implementation or changes to your portal - it is a review and set of recommendations only.

If you require help implementing the HubSpot recommendations, this can be organised separately.

How Much Does the HubSpot HealthCheck Cost?

Please view our Pricing page for details on the costs for the HubSpot HealthCheck.

Cost depends on your portal size, number of assets (forms, workflows, campaigns, pages, etc).

What are the Benefits of the HubSpot HealthCheck?

You've been actively using HubSpot for a while now - and things can get overwhelming.

You made a significant investment by choosing HubSpot, make sure your portal is streamlined and optimised.

Our HubSpot HealthCheck service has helped clients to:

  • Utilise their HubSpot portal more effectively
  • Highlight issues and assign priority items to fix
  • Reduce errors caused by a lack of processes
  • Optimise workflows and automation to save time and money
  • Achieve better engagement with contacts
  • Improve reporting processes and visibility


Download the HubSpot HealthCheck brochure

Click the image below to download a brochure

HubSpot HealthCheck brochure


Find Out More (and optionally Join our Waitlist)

If you'd like to discuss whether the HubSpot HealthCheck is a fit for your business please fill in the form below. We'll be in touch to chat through in more detail.

This will also hold a place for you in our waitlist (should you decide to proceed).


How much does the HubSpot HealthCheck cost?

Cost depends on your portal size, number of assets (forms, workflows, campaigns, pages, etc). Contact us for a quote.

How long does the HubSpot HealthCheck take?

Once we have commenced your HubSpot HealthCheck it usually takes between one and two weeks to prepare the initial report, and schedule the first one-to-one call with you.

What editions of HubSpot is this ideal for?

If you have a HubSpot Marketing Pro or Enterprise portal, this is ideal for you. If you have HubSpot Sales Pro or Enterprise as well, this is even better.

If you only have Marketing Free or Starter, this probably isn't ideal for you.

Do you have a HubSpot HealthCheck brochure I can download?

Yes, you can download a HubSpot HealthCheck brochure from here.

Who is the HubSpot HealthCheck ideally suited for?

The HubSpot HealthCheck is suitable for mid-large companies who have been using HubSpot for at least 6 months.

It is especially ideal for companies who are using most of the HubSpot functions (as opposed to only a few items).

If it not ideal for new HubSpot customers, or small businesses who are only using a few HubSpot functions.

What is the waitlist waiting time for the HubSpot HealthCheck?

We typically advise a waiting time of 3-4 weeks before we can commence your HealthCheck, however this depends on how many in the queue ahead of you, as well as the size of those portals.

How qualified are your team to do HubSpot strategy, review and implementation?

The XEN Solar team are extremely well qualified to help with your HubSpot portal reviews, strategy and implementation.

  • Our team are all HubSpot Certified
  • We're a HubSpot Gold Partner
  • We've been a HubSpot Partner since 2013 and Gold Partner since 2016
  • We co-host HubShots, Australia's #1 HubSpot focussed podcast and have been endorsed by many HubSpot team members, including HubSpot CEO Brian Halligan

Please check the XEN Solar's About page for details of the team and our certifications.

I'm already working with a HubSpot Agency, is this a problem?

If you're already working with a Hubspot Partner Agency, then as a first step we suggest you chat with them about doing a review of your portal - getting us involved will probably just complicate things.

But as with all things... it depends. It will depend what you've engaged your existing agency to do - it might just be strategy or specific campaigns. In cases like that, bringing us in may be useful - but check with your agency first - we don't want to be treading on anyone's toes.

This sounds like a HubSpot audit, is that correct?

Yes, thinking of this as an audit of your HubSpot portal is a good approach. The goal is to highlight issues and opportunities, to enable you to get the most out of your HubSpot investment.



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Work with an experienced team

XEN Solar was created by XEN Systems, a digital agency based in Sydney, Australia. We have years of experience in site development, marketing and much more.Services_1.png

Expert users of current marketing tools

Google Analytics, Adwords, HubSpot, we know it all. We'll use the right tool for the job to get the best result for your business.

Expert users of current marketing tools

Google Analytics, Adwords, HubSpot, we know it all. We'll use the right tool for the job to get the best result for your business.

We understand solar

The solar industry is its own niche in the Australian market. It just so happens that we know the most effective strategies to market to your potential customers.
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