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How to Conduct a HubSpot Portal Audit

The DIY process for auditing your HubSpot Marketing Portal

Find out where you stand

Find your baseline

  • Visitors
  • Contacts/Leads
  • Conversions
  • Sales

Benchmark against your industry and competitors

* include link to industry benchmark sources

This helps identify which area to focus on first, out of Attract, Convert, Close and Delight.

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Buyer Journey: Attract

Set SMART goals based on your business objectives

Example SMART goals:

  • dsdasdsdad
  • asdasdsadsad
  • asdsadasdasdsa

Focus on an "ideal" buyer persona

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Topic research trumps keyword research

* include link to a blog post on how to conduct Topic Cluster-based research, using keyword tools or HubSpot's Strategy module

Develop blog topic ideas

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Create a traffic and promotion strategy

  1. Organic search
  2. Organic social
  3. Email
  4. Paid search and social
New Call-to-action

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Buyer Journey: Convert

Set SMART conversion goals

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Examples of SMART conversion goals:

  • dsadsdsadsad
  • dsadsadsada
  • dasdasdasdasd

Who's converting?

Is your filtering/content positioning attracting the right profile of contact/lead?  You may need to rethink how you title, write and promote your lead magnets, in order to filter out poor-fit prospects at the earliest stage.

Bad example:

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Better example:

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Great example:

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Published offers

Audit your live offers to ensure the right intent and format, at the right stage of the buyer journey.

Plan your next high-converting, highly-filtered offer

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Buyer Journey: Close

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

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Buyer Journey: Delight

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.
New Call-to-action

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Putting it all Together

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.