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HubSpot
Audit.

HubSpot
Audit.

Make Every HubSpot Feature Work Harder for Your Business.

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.

The goal of SEO

Is to boost organic ranking and reduce dependence on Paid Advertising. Our comprehensive services include on-page and off-page SEO optimisation, website copywriting, competitor analysis, and ongoing troubleshooting.

Our innovative approach meticulously analyses and enhances your SEO performance, ensuring your website climbs the rankings and maintains its position at the forefront of search results.

A HubSpot
Audit Includes

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...
IN 12 MONTHS
In More Detail
Emails

  • How the subscription is holding your business back from making great email touchpoints

  • Track the community engagement across your communication

  • How to improve efficiency internally with email sends and management

Content Produced from One Place

Social Media Scheduling all from one place.

  • Manage Multiple Accounts
  • Schedule, post and monitor from one place
  • Social Monitoring

Blogs

  • Create Blogs on HubSpot and then publish then to social channels with just a few clicks.
Documents

Move your documents or manuals into a tracked eco-system which tells you more about your community.

Can I cancel or change my order?

  • Set up Payment Links for taking Donations or Payments

  • Track and Manage Payments in the Sales Pipeline

Sensitive Data

Sensitive Data capabilities is a new feature within HubSpot. Store contact or company details that need a restricted view.

Reporting

Focus on what the information is telling you, not time putting reports together

  • Dashboard Reporting
    • Connect everything, see everything, in one place
    • Customised Real-time Reporting tailored to the user
      • Produce board reports directly from HubSpot integrated information
  • Automated Reporting
    • Ability to email reporting Dashboards at a desired frequency

       

12-Month Goals - Imagine, in one year what you want internally from your people, and from HubSpot.
HubSpot - Banner of dashboards
Internal Efficiency
- Whole company, change-management process implemented for HubSpot.
- Administrative tasks automated.
- Staff being prompted and reminded until task / project completion.
- Cross team efficiency.
HubSpot Audit Square Logo on black
HubSpot Powerhouse
- Internal teams utilising inboxes.
- Assigning owners and staff being held accountable.
- Help desk and ticketing turnaround faster.
- Business snapshot available inside of Dashboards.
- Identify your high performers and easily see staff or members who need a hand.
HubSpot Audit Square Logo on black
Happier Members
With staff having good structure, better process and more time, we can expect faster turnarounds from the help desk and on support tickets. This will make for happier principals and advisors.
HubSpot Audit Square Logo on black

Internal Efficiency

  • Implement a HubSpot-driven change-management process to simplify workflows.

  • 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.

12 Month Goals

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.

Black on Black HubSpot Banner
Internal Efficiency
- Implement a HubSpot-driven change-management process to simplify workflows.
- Automate repetitive tasks to free up staff time.
- Improve cross-team visibility and accountability.
Black on Black HubSpot Banner
HubSpot Powerhouse
-Maximise shared inboxes for smooth communication.
- Assign task owners to ensure accountability.
- Streamline HubSpot processes for better efficiency.
- Use Dashboards for real-time insights and performance tracking.
- Identify high performers and provide support where needed.
Black on Black HubSpot Banner
Happier Members
- More time for staff to deliver exceptional service.
- Efficient HubSpot use leads to better stakeholder experiences.
- Proactive support strengthens trust and relationships.
HubSpot Audit
$1,260
Per Item |$180
Quantity | 7 hrs
Get In Touch
HubSpot Audit

NZD + GST

1,050

  • Per Item | $150
  • Quantity | 7 hrs
Get In Touch

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.
Client

Our Clients

BLOOM was founded with a simple yet powerful mission: to establish an agency grounded in transparency and collaboration, where every client relationship is built on trust and open communication.
Check out all our services. No matter what your problem is, the team at BLOOM will find a bespoke solution for you
SEO

SEO

At Bloom, we want your business to have a powerful online presence.
Check out all our services. No matter what your problem is, the team at BLOOM will find a bespoke solution for you
  • Internal Efficiency
    • Implement a HubSpot-driven change-management process to simplify workflows.
    • Automate repetitive tasks to free up staff time.
    • Improve cross-team visibility and accountability
    Add CTA: Insert > Call-to-Action. Please remove this text.
  • HubSpot Powerhouse

    Mazimise shared inboes for smooth communication.

    Assign task owners to ensure accountability.

    Streamline HubSpot process for better efficiency.

    Use Dashboards for real-time insights and performance tracking. 

    Identify high performers and provide support where needed.

    Add CTA: Insert > Call-to-Action. Please remove this text.
  • Happier Customers

    More time for staff to deliver exceptional service.

    Efficient HubSpot use leads to better stakeholder experiences.

    Proactive support strengthens trust and relationships.

    Add CTA: Insert > Call-to-Action. Please remove this text.