Audit

"Analyze, Optimize, Dominate"

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Optimize CRM, Website, & Workflows With HubSpot Audit

Ensure your HubSpot platform operates efficiently with our expert HubSpot audit services. From HubSpot CRM audit to website SEO audit, HubSpot data audit, and workflow audit, we provide a comprehensive evaluation to streamline your operations. Our in-depth analysis identifies inefficiencies, improves automation, enhances data accuracy, and strengthens your website’s SEO for better search rankings. Whether you're looking for a website audit solution or need to refine your sales pipeline, our experts will help you maximize ROI and unlock your platform’s full potential. Let’s optimize your HubSpot experience.

HubSpot Audit

HubSpot Audit Services

Evaluate your CRM setup, website, HubSpot data, and workflows to ensure seamless operations, improved search ranking and visibility, and better reporting. We will help you enhance HubSpot platform performance, align your processes with business goals, and maximize ROI from HubSpot investments.
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hubspot crm audit
HubSpot CRM Audit
website SEO audit
Website SEO Audit
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HubSpot Data & Workflow Audit

HubSpot CRM Audit

Ensuring Data Accuracy

Ensuring Data Accuracy

Identifying and eliminating duplicate, incomplete, or outdated records to maintain a clean, reliable database, ensuring accurate reporting, improved decision-making, and seamless sales and marketing operations
Boosting Pipeline Efficiency

Boosting Pipeline Efficiency

Reviewing sales processes to identify bottlenecks and inefficiencies, optimizing deal progression, improving forecasting accuracy, and enhancing overall pipeline performance for better revenue outcomes.
Optimizing Automation & Workflows

Optimizing Automation & Workflows

Evaluating automation and workflows to ensure alignment with business goals, eliminating redundancies, enhancing efficiency, and streamlining lead nurturing and customer engagement processes.
Managing Permissions & Access

Managing Permissions & Access

Assessing access and approvals to safeguard sensitive data while enabling seamless collaboration, ensuring team members have appropriate permissions without compromising security or compliance.
HubSpot CRM Audit

Website SEO Audit

Optimizing On-Page SEO

Optimizing On-Page SEO

Reviewing and refining on-page elements including meta titles, meta tags, header content, and body content to align with search volume, search intent, keyword difficulty, and keyword relevance.
Technical SEO

Technical SEO

Assessing site speed, mobile responsiveness, crawlability, and indexing to resolve errors, enhance performance, and ensure search engines can effectively access and rank your web pages for better visibility.
user-experience

User Experience (UX)

Analyzing navigation, design, and engagement metrics to create an intuitive, accessible, and seamless browsing experience that keeps visitors engaged and encourages them to explore more pages
Conversion Optimization

Conversion Optimization

Improving CTAs, landing pages, and lead capture methods to drive actions, increase conversions, and maximize the effectiveness of marketing efforts by guiding users toward meaningful interactions.
Website SEO Audit

HubSpot Data & Workflow Audit

Improving Data Hygiene

Improving Data Hygiene

Ensuring accurate, complete, and duplicate-free records by identifying inconsistencies, filling gaps, and standardizing data. A clean database enhances CRM efficiency, personalization, and overall marketing and sales performance.
Lead Scoring & Segmentation

Lead Scoring & Segmentation

Enhance audience targeting by assigning scores based on engagement, behavior, and demographics. Segmentation allows for personalized automation, ensuring the right message reaches the right prospects at the right time.
Reviewing Workflow Automation

Reviewing Workflow Automation

Analyzing email sequences, task automation, and triggers to enhance efficiency. Streamlining workflows reduces manual effort, accelerates processes, and ensures seamless lead nurturing, sales follow-ups, and customer engagement.
Optimizing Reporting & Dashboards

Optimizing Reporting & Dashboards

Refining analytics by customizing dashboards for actionable insights. Ensure KPIs align with business goals, enabling data-driven decisions that improve campaign performance, lead conversion rates, and overall business strategy.
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Here's why Clients and Agencies Beating heart Markestac

Peter Staxxer
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Knowledgeable HubSpot Specialist

MarkeStac (Sanjay) assisted us in migrating to HubSpot for our CRM, enabling us to manage our marketing and sales activities, as well as client work management, more efficiently. He is not only a very nice person but also demonstrates excellent communication skills and a profound knowledge of HubSpot. Thanks again!

Peter van de Rijdt

Banking/Financial Services

implementation 1

CRM Implementation

CRM-migration 

CRM Migration

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Sales Enablement

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billy-quaranto
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Outstanding experience, easy to work with & expert-level help

My experience with Sanjay was outstanding and I would not hesitate to use Sanjay again in the future. He assisted me in creating a custom single-user CRM solution that met 100% of my needs, and was patient and helpful at every step of the process.

Billy Quaranto

Real Estate

implementation 1

CRM Implementation

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Sales Enablement

Onboarding

HubSpot Onboarding

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quote

HubSpot onboarding and email marketing setup

The Markestac team were very pleasant to deal with. They helped us with our initial onboarding from another email marketing platform as well as initial workflow setup. They have extensive knowledge of the platform.

Nathan Bender

Nonprofit

email-marketing

Email Marketing

Onboarding

HubSpot Onboarding

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Valentin Kozyrev
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Markestac team is great for all HubSpot needs.

They helped us with custom quote templates, advanced reporting and complex workflow setup. The team is highly skilled and professional with their work and communication. I highly recommend them for all HubSpot needs!

Valentin Kozyrev

Technology - Software

web-development

Website Development

automation 1

Programmable Automation

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Avi Nathan Home Bio
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Did a great job!

Sanjay and team have been very helpful with implementing our systems and configuring the sales CRM to HS Very please with the communication and happy to recommend them further

Avi Nathan

Energy

implementation 1

CRM Implementation

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Email Marketing

Onboarding

HubSpot Onboarding

api-integration

Custom API Integrations

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Baber_Hassan
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Great Team for HubSpot Need!

Very accommodating and knowledgeable, great to work with MarkeStac Team, thanks!

Baber Hassan

Energy

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Zapier Based Integration

implementation 1

CRM Implementation

email-marketing

Email Marketing

Onboarding

HubSpot Onboarding

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