Discovery Call
Discovery Call

1 min read

Does Your Solar Business Need A HubSpot HealthCheck?

Does Your Solar Business Need A HubSpot HealthCheck?

 

 

Not sure if you need a HubSpot HealthCheck?

There are two quick ways to tell:

Not sure if you need a HubSpot HealthCheck?

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.

It's wise to review your portal and optimise HubSpot Marketing, Sales and Services Hubs including contacts, reports, lists, workflows, emails, sales pipelines, deals, and tickets.

Sometimes it's simply the need for further training within your team. If everyone across marketing, sales, and admin are using HubSpot then it's easier to identify what's working and what's not within your business. 



What's Included In The HubSpot HealthCheck?

HubSpot Review ServicesThe HealthCheck includes a review of 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

Maximise Your HubSpot Investment

Maximise Your HubSpot Investment  It all starts with a conversation. 

A conversation with an agency that knows and understands solar is a no-brainer.

If you don't act, you will be stuck with your current processes. And there's always room for improvement, right!

Talk to us about your HubSpot goals. We will guide you and provide insight on what other dealers have found successful when using HubSpot to manage their business.

Book some time with us for a chat today.

 

Contact Us To Get Started