Naming Conventions
Helping you on your HubSpot Journey
Think You Need A HubSpot HealthCheck?
There are two ways to tell:
You’ve been using HubSpot for six months or more, and you’re looking for improvements.
You’ve inherited a HubSpot account and it’s a bit of a mess. You want to review and streamline the account.
Most Solar Companies Fail To Use HubSpot To Its Full Potential
And it's easy to see why.
If you've been using HubSpot for a while chances are your portal has become a little complicated with contacts, emails, lists, workflows, pages, blog posts and numerous other areas. We review your portal and optimise HubSpot Marketing, Sales and Services Hubs including contacts, reports, lists, workflows, emails, sales pipelines, deals, and tickets.
In the following video we walk through the details of the process:
What's Covered In The HubSpot HealthCheck?
The HubSpot HealthCheck is Only For Solar Companies Who Are Ready To Take Action & Grow The Business
The HubSpot HealthCheck is ideal for:
- Mid-large solar companies
- Who have been using HubSpot for more than 6 months or have inherited an existing account
- Who feel that they are not using HubSpot to its full potential.
If you are brand new to HubSpot then our HubSpot Ignition offering is better suited to your needs.
What's Included in the HubSpot HealthCheck?
The HealthCheck includes a review your HubSpot Portal, where we grade each of the items in our HealthCheck checklist. We then provide recommendations for improvement. One of XEN Solar's Certified HubSpot Consultants will then walk you through the findings and answer any questions you have.
- 2 hours of one-to-one consulting via zoom with one of XEN Solar's HubSpot Certified Consultants
- A full review of your HubSpot Marketing Hub portal
- Grades against each area of the items in the HealthCheck checklist
- Recommendations for improvement
- A walkthrough of the findings and answers to any questions you may have
- An actionable checklist to help you start optimising your HubSpot portal
HubSpot Areas Reviewed
Settings and Options
Lists and Filters
Campaigns
Active Lists
Workflows
Lead Scoring
Emails
Forms
Pop-Up Forms
CTAs
Page Performance
Content Strategy
Competitor Tracking
Reporting Dashboards
And more
Craig and Kylie have been very professional from initial consultation, setting up to implementation, they have delivered fast and well planned digital marketing activities that have improved our leads. We work with them on social media management and lead generation using Facebook paid ads and Google ads. They understand solar, are responsive and adapt to the needs of our brand.
Craig and the XEN Solar team have been brilliant to work with and have proven that their professional and strategic plans to increase our online presence and to drive further enquiries have been hugely successful. The XEN Solar team are forward-thinking experts who have continually explored new ideas and are always striving to deliver the very best solution for us. We would highly recommend XEN Solar to any business in the industry especially if you're looking to take the next step in growing your brand and business!
Thank you to Kylie from XEN, she and her team did a great job of updating our website. As none of us have any website knowledge, we needed a trusted company to update our products. Kylie managed to visualise my expectations to the point, and the outcome was actually better than expected. Thank you!
We initially engaged XEN to assist LG Solar & Energy to improve our LG Energy website SEO, however the project quickly grew to include strategy across paid and social channels as well, with a focus on driving leads. With the site now gaining 1100 visits per day and providing more than 1200 new leads per month, the project has been a great success. It has been a vital part of our 35% sales growth , compared to last year. We've been impressed with XEN's combination of strategic, technical and implementation skills, and have now introduced them into other divisions across LG.
From our first dealings with Kylie and her Team at Xen Solar, we were relieved to have found a Team that were efficient and able to take the lead with the construction of our new website, after liaising with us to understand our aesthetics and content requirements. The Team were extremely patient and understanding and met our often difficult time schedules, to gain the input from both Directors.The end result is the brief has been met, with minimal remaining input required from us, and a great platform to move forward with further marketing with Xen planned to compliment. It is rare to find a Company who delivers exactly what they promise, on budget, it has been a pleasure to deal with Kylie and the Team.
HubSpot HealthCheck
Frequently Asked Questions
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How much does the HubSpot HealthCheck cost?
Please view our Pricing page for full details.
Cost depends on your portal size, number of assets (forms, workflows, campaigns, pages, etc).
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How long does the HubSpot HealthCheck take?
Once we have commenced your HubSpot HealthCheck it usually takes between one and two weeks to prepare the initial report, and schedule the first one-to-one call with you.
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What's NOT included in the HubSpot HealthCheck?
The HealthCheck does not include implementation or changes to your portal - it is a review and set of recommendations only.
If you require help implementing the HubSpot recommendations, this can be organised separately.
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What are the Benefits of the HubSpot HealthCheck?
You've been actively using HubSpot for a while now - and things can get overwhelming.
You made a significant investment by choosing HubSpot, make sure your portal is streamlined and optimised.
Our HubSpot HealthCheck service has helped clients to:
- Utilise their HubSpot portal more effectively
- Highlight issues and assign priority items to fix
- Reduce errors caused by a lack of processes
- Optimise workflows and automation to save time and money
- Achieve better engagement with contacts
- Improve reporting processes and visibility
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What subscription of HubSpot is this ideal for?
If you have a HubSpot Marketing Pro or Enterprise portal, this is ideal for you. If you have HubSpot Sales Pro or Enterprise as well, this is even better.
If you only have Marketing Free or Starter, this probably isn't ideal for you.
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Who is the HubSpot HealthCheck ideally suited for?
The HubSpot HealthCheck is suitable for mid-large solar companies who have been using HubSpot for at least 6 months or have inherited an account.
It is especially ideal for companies who are using most of the HubSpot functions (as opposed to only a few items).
If it not ideal for new HubSpot customers, or small businesses who are only using a few HubSpot functions.
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What is the waitlist waiting time for the HubSpot HealthCheck?
We typically advise a waiting time of 3-4 weeks before we can commence your HealthCheck, however this depends on how many in the queue ahead of you, as well as the size of those portals.
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How qualified are your team to do HubSpot strategy, review and implementation?
The XEN team are extremely well qualified to help with your HubSpot portal reviews, strategy and implementation.
- Our team are all HubSpot Certified
- We're a HubSpot Platinum Partner
- We've been a HubSpot Partner since 2012, Gold Partner since 2016 and Platinum Partner since 2021
- We co-host HubShots, Australia's #1 HubSpot focussed podcast and have been endorsed by many HubSpot team members, including HubSpot CEO Brian Halligan
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I'm already working with a HubSpot Agency, is this a problem?
If you're already working with a Hubspot Partner Agency, then as a first step we suggest you chat with them about doing a review of your portal - getting us involved will probably just complicate things.
But as with all things... it depends. It will depend what you've engaged your existing agency to do - it might just be strategy or specific campaigns. In cases like that, bringing us in may be useful - but check with your agency first - we don't want to be treading on anyone's toes.
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This sounds like a HubSpot audit, is that correct?
Yes, thinking of this as an audit of your HubSpot portal is a good approach. The goal is to highlight issues and opportunities, to enable you to get the most out of your HubSpot investment.