Make Every HubSpot Feature Work Harder for Your Business.
HubSpot Audit.
HubSpot Audit Services to optimise your CRM, Automation & Reporting.
The BLOOM HubSpot Audit is a deep dive into how your CRM has been set up and how it’s currently being used across your business. We review your entire system to identify what’s working, what’s underused, and where there’s untapped potential, so you get the most out of every feature you're already paying for. Our goal is to ensure your HubSpot setup is aligned with your business goals, fully optimised for efficiency, and driving measurable value across your sales, marketing, and service teams. You'll receive a clear, prioritised list of actionable recommendations,plus the support you need to implement them.
What You Can Expect:
- Review of current CRM setup and usage
- Audit of automation, contact management, reporting, and integrations
- Identification of unused or misconfigured tools
- Recommendations tailored to your business goals
- Delivery of an action plan to improve performance and ROI
Flexible Implementation Support
You choose how we move forward: we can implement the updates for you, or guide your team through the process. Either way, our goal is to empower you to feel confident and in control of your system.
Imagine, 12 months from now
Imagine where you want your organisation to be in one year, with both internal processes and HubSpot usage optimised for success. In one year, your team will be more efficient, empowered, and structured, creating better outcomes for both staff and stakeholders.
Internal Efficiency
- Automate repetitive tasks to free up staff time.
- Improve cross-team visibility and accountability
HubSpot Powerhouse
- Maximise shared inboxes for smooth communication.
- Assign task owners to ensure accountability.
- Streamline the HubSpot process for better efficiency.
- Use Dashboards for real-time insights and performance tracking.
- Identify high performers and provide support where needed.
Happier Customers
- More time for staff to deliver exceptional service.
- Efficient HubSpot use leads to better stakeholder experiences.
- Proactive support strengthens trust and relationships.
HubSpot Audit
NZD + GST
1,260
A review of your HubSpot setup with documented recommendations to optimise efficiency and align with business goals. Presented for review and prioritisation, with optional implementation support.
Unlock the full potential of your HubSpot
With BLOOM as your partner in maximising the potential of your HubSpot account, we empower your business to streamline processes, enhance customer engagement, and drive measurable growth. Our tailored strategies leverage HubSpot’s tools to ensure your business thrives with seamless marketing automation, impactful insights, and optimised workflows.
Our Clients
Meet Our Clients
- Auckland Rugby Referees Association
- Isle of Omni
- Perrault
- Elevate
- Emendas
- GOVERNANCE⁴
- Island Collection
- Here's Golden
- Stonyridge
- Alexander Group
- Carbn
- Akaroa Criterion Motel
- The Gateau House
- Akarana Marine Sports Center
- Tow Low Co
- Wealthpoint
- Tots on the Rocks
- New Zealand Rugby League
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