Make Every HubSpot Feature Work Harder for Your Business.
HubSpot Audit.
HubSpot Audit Services to optimize 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 optimized for efficiency, and driving measurable value across your sales, marketing, and service teams. You'll receive a clear, prioritized 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 organization to be in one year, with both internal processes and HubSpot usage optimized 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
- Maximize 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 optimize efficiency and align with business goals. Presented for review and prioritization, with optional implementation support.
Unlock the full potential of your HubSpot
With BLOOM as your partner in maximizing 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 optimized workflows.
Our Clients
Meet Our Clients
- One Property Group
- Groenz
- Pivot Point
- SL Racing LTD
- ACS Consulting
- Hyundai Marine Sports Centre
- QuSecure
- Mopeka
- Rowing Australia
- Tasteology PTY LTD
- Rainfall Health
- Lumin Sports
- Auckland Rugby
- Office Products Depot
- 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
- Tow Low Co
- Wealthpoint
- Tots on the Rocks
- New Zealand Rugby League
Other services
- CRM
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As HubSpot Gold Partners, we know the platform inside out.
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- WEBSITE
Website Design & Development
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- E-commerce
E-Commerce & Shopify Partner
BLOOM Transitions build & optimize Shopify stores for ANZ businesses, with HubSpot integration, CRM setup & support.