HubSpot Success Services

Here's a detailed breakdown of the high-impact activities we'll undertake for your HubSpot CRM data.

1. Data health monitoring & audit

We start by assessing the overall health of your CRM data, identifying areas for immediate attention and ongoing improvement.

• HubSpot data quality dashboard review: We'll quickly review HubSpot's built-in data quality functionalities, looking for flagged issues such as inconsistent formatting, invalid email addresses, or unassigned contacts.
• Duplicate contact/company audit: We'll run checks for potential duplicate contacts and companies. While HubSpot has tools, we'll manually review suggested merges and identify more complex duplicates that require a human eye, escalating for client approval when necessary.
• Property usage & gaps check: A rapid scan of key custom properties to identify significant gaps in essential data fields, which can hinder segmentation and personalisation efforts.
• Workflow performance review (data focused): A quick check of any HubSpot workflows designed for data standardisation or auto-enrichment, ensuring they are firing correctly and achieving their intended purpose.

2. Core data cleansing & standardisation 

This segment focuses on direct actions to clean, standardise, and ensure consistency across your critical CRM records.

• Email & phone number validation: We'll identify and correct formatting issues for email addresses and phone numbers on high-priority records. For invalid emails, we'll flag for potential removal or re-engagement.
• Property value standardisation: For select picklist or single-line text properties (e.g., Lead Source, Industry, Country), we'll work to standardise values, merging similar entries (e.g., "NZ," "New Zealand" to "New Zealand") to ensure accurate reporting and segmentation.
• Data archiving/deletion recommendations: We'll identify inactive or unengaged contacts (based on client-defined criteria) and recommend archiving or deletion to keep the database lean and relevant (client approval always required).
• Company property alignment: Ensuring key company properties (e.g., Industry, Company Size) align with associated contacts for improved account-based marketing efforts.

3. Essential data enrichment & best practices

This section focuses on adding valuable context to your data and providing guidance for ongoing data quality.

• HubSpot auto-enrichment verification: We'll verify that HubSpot's automatic company and contact enrichment (from email domains) is functioning correctly and review the quality of the data it's pulling.
• CRM property clean-up: Identifying and suggesting the removal or merging of redundant or unused custom properties to simplify your HubSpot portal and improve user experience.
• Basic data entry best practices guide: Provide clients with simple, actionable tips or a concise guide on best practices for data entry to help prevent new data quality issues from arising.
• HubSpot feature utilisation advice: Offer quick advice on leveraging HubSpot's native features (e.g., required properties on forms, duplicate management settings) to improve data capture quality.

Each month, you'll receive an email outlining key data quality metrics, actions taken, and recommendations, providing complete transparency on your CRM's health. 

Our subscription for HubSpot Success CRM Data Care is based on your active contact count: $200 per month per 10,000 contacts.

For example:

• For a CRM with up to 10,000 contacts, the monthly fee would be $200.
• For a CRM with 10,001 to 20,000 contacts, the monthly fee would be $400. 

Monthly subscriptions are invoiced and can be cancelled anytime with a one month notice period.

Here's a detailed breakdown of the high-impact activities we'll undertake for your HubSpot email marketing:

1. Deliverability & Performance Health Check 

We start by ensuring your emails are successfully reaching your audience and generating the expected engagement.

• Email Deliverability Scan: We'll check your HubSpot email reports for any significant bounce rates, spam complaints, or blocks that could be impacting your sender reputation.
• Key Campaign Performance Review: A quick analysis of 1-2 key marketing emails (e.g., a recent newsletter or promotion) to review open rates, click-through rates, and overall engagement against industry benchmarks.
• A/B Test Analysis (as needed): We'll quickly review the results of any recent A/B tests you've run (e.g., for subject lines or CTAs) to provide a clear takeaway on what's working best.
• HubSpot Health Recommendations Check: A swift scan of HubSpot's email marketing tool to identify any critical "recommendations" or potential issues with your email setup.

2. Content & Conversion Optimisation 

This segment focuses on refining your email content and calls-to-action to improve reader engagement and conversions.

• Email Readability Check (1 Email): A brief assessment of a key email to ensure it’s mobile-friendly and easy to read. We'll look for issues with text layout, image sizes, and formatting.
• Call-to-Action (CTA) Review: We'll review the CTA placement and messaging on a key email to suggest optimisations for improved click-through rates.
• Template & Usability Check: A quick review of your primary email templates to ensure they are functioning correctly and that personalisation tokens are rendering properly.
• Subject Line & Preview Text Review: We'll provide feedback on a recent subject line and preview text to help increase open rates for future sends.

3. Audience & Automation Health

This section ensures your audience segments and email automations are healthy and functioning correctly.

• Unengaged Contact List Review: A rapid check of your unengaged contacts to identify any trends or opportunities to re-engage them through a dedicated workflow (with client approval).
• Core Email Workflow Check (1 Workflow): We'll review one critical email workflow (e.g., a lead nurture sequence) to ensure all emails are sending in the correct order and at the right time.
• Subscription Preferences Review: We'll verify that your HubSpot subscription preferences are set up correctly, allowing contacts to manage their email types and reducing unsubscribe rates.
• HubSpot Reporting Best Practice Tip: We'll provide one actionable tip on how to better leverage HubSpot's built-in email reporting to gain deeper insights into your audience's behaviour.

Each month, you'll receive an email detailing deliverability stats, engagement insights, and actionable recommendations to continuously improve your email marketing performance. 

Our pricing for HubSpot Success Email Nurture is based on your monthly email send volume: $250 per month for every 50,000 marketing emails sent.

For example:

• For a portal sending up to 50,000 marketing emails per month, the fee would be $250.
• For a portal sending 50,001 to 100,000 marketing emails, the fee would be $500.

And so on, in increments of $250 for every additional 50,000 emails sent.