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The HubSpot Portal Progress Assessment™ (PPA) is a structured process for evaluating a client's HubSpot portal against both business and technical objectives.
Key components in the program include the assignment of a lead HubSpot Specialist to the client's account and the following activities:
A thorough evaluation of the client's HubSpot portal will include addressing the following questions:
What configuration settings and presets are properly set up and optimized (or in need of configuration changes or optimization).
How new data is entered, maintained, and cleaned/appended.
How data is being linked together and related effectively between objects.
Which tools are in use and which are underutilized or poorly deployed
Level of automation usage in the system and how it is being utilized
Relationship between business objectives and tool/capability focus in the portal
Data formatting, asset management, and structure of the content in the system
Relative and benchmarked performance of assets, processes, and campaigns
System usage metrics (how users are working with the system and to what degree)
Level of effective integration between HubSpot and other systems in the client's enterprise operating environment (for both user-level integrations such as LinkedIn and business-level integrations such as accounting software, as relevant).
Current reporting and analytics tools in use and accuracy/completeness of data
Goal:
Benefit:
Timeframe:
Investment:
