Enjoying all the opportunities that HubSpot has to offer? If your answer is “yes”, and you’ve been utilizing HubSpot for more than 6 months, now is probably a good time to take a pause and go through a full workup on your HubSpot portal. No matter what Hubs you’re using, it’s a good idea to make sure your portal undergoes standard maintenance every 6 months to ensure everything is running smoothly, and nothing is slipping through the cracks.
To help you through a routine HubSpot checkup, Inbound AV has compiled a checklist you can use for maintenance purposes:
Keep in mind the parameters of your contact tier to avoid problems down the road, especially when your contact base grows. If you are edging close to your contact limit or your email send limit, you will risk pricing increases that are better off not left as surprises.
Another key indicator of your sales pipeline health is the shape of your sales pipeline. Do your pipelines have the proper number of stages for your sales goal? Are you funneling leads in a way that is effective for your business?
Other key factors to consider during your sales pipeline health check include:
If pending deals are outdated your pipelines will become cluttered and ineffective. If a lead buys from a competitor or simply demonstrates that they aren’t interested, simply remove the deal from the pipeline and move on.
To check on your ticket pipeline health, look at your ticket dashboard. Here, you can create custom filters like:
These filters are a great way to stay up to date with your contact base. Health checkups are a great time to make sure these ticket pipelines are up-to-date and maximize your customer service efforts. Do you have a large portion of open tickets awaiting response from your side? Make sure to go through those tickets and see everything through to the end! On the flipside, are there a bunch of open tickets in your pipeline that fell through on your contact’s side? If it’s clear that those contacts are no longer leads, delete the ticket and free up space.
The HubSpot Knowledge Base Tool offers an easy resource for creating knowledge base articles by sorting common keywords into categories and subcategories. When a customer searches any of these keywords on your site, your chosen articles, documents, etc. will pop up as a search result.
When tackling maintenance of your custom knowledge base articles, this is a good time to assess whether the keywords you set up for your knowledge base are effective. Are your custom articles directing customers to the right information for their searches? Are your categories and subcategories well organized?
How a HubSpot partner can help you stay on top of maintenance:
Are you ready to take your HubSpot for a “checkup”, but short on time? As a platinum HubSpot partner, Inbound AV provides periodic health checks for all our clients’ HubSpot portals.
With a professional HubSpot checkup, we can help you:
Interested in Inbound AV’s HubSpot services?
Feel free to book a meeting with us to talk to one of our HubSpot experts.