Limitations
- They have never onboarded someone with an existing HubSpot account, so they don’t know where to start work
- They do not know how to prioritize tasks to maximize the Portal Audit
- The portal was very disorganized and had been poorly managed for years
Final Solution
Our PM Team suggested starting with a HubSpot Portal Audit, and instead of providing a list of the action points, the team created a spreadsheet or ‘roadmap’ for the client.
The spreadsheet included:
- Action points
- The complexity, priority, and duration/size of each project
- Columns indicate if the action can be handled by On The Fuze or if it is something the client needs to take on board.
The END RESULT?
This helped our client close the DEAL!