HubSpot Platinum Solutions Partner
View Our HubSpot Partner ProfileHubSpot Health Check & Optimisation Programme
Understand What Needs Fixing and Put Priority Improvements Into Practice
Improve an existing HubSpot setup where data, processes, reporting or day-to-day usage are no longer working as they should.
The programme combines a structured assessment with prioritised recommendations, agreed configuration improvements and practical guidance for your team.
Indicative timeline
2–3 weeks per focus-area sprint; 8–12 weeks for the full programme
Focus
Existing HubSpot foundations, marketing, sales and reporting
Trusted by Leading Organizations
Since 2015, thousands of startups, enterprises, accelerators, VCs, government institutions, and universities worldwide have trusted NBT to deliver growth, innovation, and ecosystem programs.
What This Module Covers
CRM Foundations, Data & Governance
Review the portal structure, properties, record relationships, lifecycle stages, lead statuses, ownership, segmentation and marketing-contact rules. Assess users, teams, connected systems and data flows to identify issues and agree standards for managing the CRM.
This is the starting point for every programme.
Marketing Hub Review & Optimisation
Review tracking, forms, lead capture, segments, subscriptions, consent settings and email deliverability, alongside campaigns, connected advertising channels, workflows, nurturing and conversion tracking. Prioritise improvements and implement the agreed configuration changes.
Sales Hub Review & Optimisation
Review lead handoff, ownership, pipelines, deal stages and qualification criteria, alongside activities, tasks, sequences, templates and automation. Assess data consistency and forecasting requirements, then implement the agreed configuration improvements.
Reporting & Dashboard Optimisation
Define the metrics and reporting views needed across management, marketing and sales. Validate the supporting data and configure agreed reports and dashboards covering areas such as sources, campaigns, conversion, sales activity, pipeline health and forecasting.
Documentation & Team Handover
Record the changes made and provide a practical walkthrough for the relevant users after each sprint, supported by concise operating guidance, ownership details and maintenance documentation.
How the Programme Works
Review the Foundations
The programme begins with portal architecture, data and governance. Business concerns and existing processes guide the assessment, creating a shared view of the issues, dependencies and priorities.
Improve the Selected Areas
Marketing, sales and reporting sprints are added where needed. Each selected area is assessed, recommendations are agreed and priority configuration changes are completed within the defined scope.
Hand Over and Plan Ahead
Each sprint closes with a walkthrough, change log and usage guidance. Completed improvements and remaining priorities are documented so your team knows what has changed and what to address next.
What You’ll Have at the End
A documented assessment of the selected areas, agreed operating standards, a prioritised improvement backlog and completed configuration changes, supported by practical handover documentation for your team.
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Explore ModuleFrequently Asked Questions
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Best Way to Work With NBT?
NBT helps identify the right Growth Module or working model for your priorities, starting with a discovery call.