Your HubSpot account scored
0/100
This audit gives you a snapshot of the status of your HubSpot setup and provides recommendations to implement to increase your score. But remember! It is AI-driven and, therefore, not to be blindly trusted.
If you feel overwhelmed and need help to interpret the results, book a chat with us!
How to navigate your HubSpot AI Audit results
This report provides an in-depth analysis of your HubSpot account, covering everything from efficient management to helping you understand how to make the platform work for you.
By examining multiple areas such as account details, user activity, contact management, deal pipelines, marketing tools, and lead processes, this report aims to identify strengths, pinpoint areas needing improvement, and offer actionable AI-based recommendations to enhance overall performance and user engagement.
To help you navigate through the results, we’ve split them into three categories:
- Data management
- Sales data
- Marketing data
DATA MANAGEMENT
- Account details: Overview of your account setup and recommendations to ensure compliance and efficiency.
- Account activity: Assessment of service and sales seat utilization, ensuring cost-effectiveness and active engagement.
- Contact management: Review of user activities to identify inactive users and suggest strategies for re-engagement or clean-up.
- Company management: Review of user activities to identify inactive users and suggest strategies for re-engagement or clean-up.
SALES DATA
MARKETING DATA
- Marketing tools and channels: Analysis of email marketing, forms, webpages, and social media channels to optimize campaign performance and engagement.
- Email marketing: Analysis of email marketing efforts, contact utilization, and message frequency.
- Form performance: Assessment of form submissions and their effectiveness.
- Webpage metrics: Insights into the performance of your web pages.
- Social media integration: Identification of connected and missing social media channels.
Data management
Account Details
Overview of your account setup and recommendations to ensure compliance and efficiency.
Account details
Data Hosting and User Location
The data is hosted in the EU, specifically in the 'eu1' region, as indicated by the dataHostingLocation. Based on the timeZone set to 'Europe/Athens' and the companyCurrency given as 'EUR', it is likely that the user is based in a European country, possibly Greece.
Data Hosting and User Location Evaluation
The user's timezone and currency settings suggest they are located in the European Union, specifically in a region like Greece. Additionally, the data is hosted in the EU ('eu1' region). As both the user and the data hosting are aligned geographically within the EU, no immediate actions are necessary regarding data hosting changes.
Account activity
Assessment of service and sales seat utilization, ensuring cost-effectiveness and active engagement.
Account activity
Data Hosting and User Location
The data is hosted in the EU 'eu1' region. With the timeZone set to 'Europe/Athens' and companyCurrency as 'EUR', the user is likely based in a European country, possibly Greece.
Account Activity
Sales Pro Seats and Service Professional Seats represent paid users in your HubSpot account. Ensure these seats are actively utilized to maximize your investment.
| Seat Type | Number of Seats |
|---|---|
| Sales Pro | 6 |
| Service Professional | 5 |
HubSpot Account Activity Evaluation
From the activity data, 2 out of 10 users have not been active recently.
- Review HubSpot seat allocation for optimization, reallocation, and active engagement.
- Evaluate if inactive users need additional support or training.
Congratulations to the 8 users maintaining recent activity, showing effective platform utilization.
Invite Status Analysis
User invite statuses are:
- Invite Accepted: 43 users
- Deactivated: 18 users
- Invite Pending: 0 users
General Analysis
With 43 users accepting invites, engagement seems strong. However, the presence of 18 deactivated users highlights areas for retention improvement. User feedback surveys could address this. No users have pending invites, suggesting an efficient onboarding process. There's a positive trend in invite acceptance; focus should be on analyzing and reducing deactivated accounts.
User Activity Summary and Recommendations
The user activity analysis shows:
- Users not active in the last 3 months: 17
Recommendations for User Activation and Account Management
- User Reactivation Strategies:
- Send targeted email campaigns to inactive users.
- Offer incentives or discounts for re-engagement.
- Conduct surveys to understand inactivity reasons and address them.
- Account Management:
- Consider archiving or removing accounts inactive for over 12 months for database hygiene.
- Regularly review user activity for optimal resource allocation and engagement strategies.
Overall User Activity Analysis
The user base shows varied activity levels, with a significant number active recently. However, some users remain inactive for long periods, indicating room for improvement in engagement strategies.
Recommendations for Optimizing User Engagement
Based on the analysis, here are recommendations to enhance user engagement and account management:
- Effective Utilization of Seats:
- Conduct a regular audit of HubSpot seats to ensure they are actively used. This can involve reviewing roles and responsibilities to guarantee optimal use of subscription resources.
- Consider reallocating unused seats to departments or teams showing potential for increased HubSpot integration.
- Reactivating Inactive Users:
- Develop targeted campaigns aimed at inactive users to encourage engagement, utilizing data-driven strategies to personalize outreach.
- Provide training sessions or workshops to equip users with the necessary skills and knowledge for better utilization of HubSpot features.
- Retention and Feedback Mechanisms:
- Implement user feedback surveys to identify pain points and churn reasons, especially for deactivated users, to improve retention strategies.
- Introduce a rewards system to incentivize consistent usage and recognize active users.
- Process Efficiency:
- Continually enhance the invite and onboarding process to maintain its current efficiency, while staying open to improvements based on user input.
- Regularly review and update user onboarding materials to reflect any changes in system updates or new features.
Implementing these recommendations can potentially lead to increased user engagement, better resource management, and improved user satisfaction with the HubSpot platform.
Contact management
Review of user activities to identify inactive users and suggest strategies for re-engagement or clean-up.
Contact management
Key Metrics Analysis
- Total Number of Contacts: 21,278
- Contacts without Email Address: 4
- This is negligible, indicating good data capture processes.
- Contacts without an Owner: 7,606
- This represents approximately 35.8% of total contacts, suggesting a need for better assignment processes to ensure every contact is managed effectively.
- Contacts without a Lifecycle Stage: 689
- Only 3.2%, which is relatively low. However, reviewing these contacts can enhance the tracking of customer journeys.
- Number of Marketing Contacts: 4,948
- Represents about 23.2% of total contacts, adequate for targeted marketing efforts.
- People Opted Out from Marketing: 2,160
- 10.1% of contacts opted out, suggesting a review of marketing content to reduce opt-outs.
- Bounced Email Addresses in Marketing: 1,941
- 9.1% bounce rate, indicating a need for regular lists clean-up to improve email deliverability.
Recommendations
- Reassign unowned contacts to ensure effective management and follow-up.
- Regularly review and assign lifecycle stages to maximize conversion tracking.
- Audit marketing content and strategies to mitigate opt-outs and personalize outreach better.
- Conduct regular data cleaning exercises to reduce email bounces and maintain a high-quality contact list.
Importance of Complete Contact Information in HubSpot
- Lifecycle Stage:
- Tracking Progress: Identifies where a contact is in the customer journey, allowing for tailored interactions and timely sales efforts.
- Strategic Planning: Enables segmentation and targeted campaigns, boosting conversion rates and enhancing customer experiences.
- Owner:
- Accountability: Ensures that each contact has a dedicated representative to manage communication and relationship building.
- Consistent Engagement: Facilitates timely follow-ups and personalized outreach, improving customer satisfaction and retention.
- Email Address:
- Direct Communication: Essential for sending personalized messages, marketing materials, and receiving responses for efficient engagement.
- Data Enrichment: Acts as a primary identifier for integrating data from other systems and enhancing contact profiles.
Analysis of Data Sources with Missing Contact Information
| Data Source | Contacts Missing Information |
|---|---|
| Social Media | 43 |
| Direct Traffic | 44 |
| Offline Sources | 47 |
| Organic Search | 21 |
| Paid Search | 3 |
| Referrals | 8 |
Recommendations for Process Improvement
- Social Media:
- Implement data capture tools on social platforms to ensure email and lifecycle stages are captured during first interactions.
- Direct Traffic:
- Enhance website forms with mandatory fields for email and lifecycle stages. Consider utilizing cookies to track returning visitors and update their information.
- Offline Sources:
- Ensure data entry protocols mandate the capture of email, owner, and lifecycle stage during offline source data entry. Regular audits to verify data completeness are also recommended.
Summary of Recommendations for Addressing Missing Contact Information
- Reassign Unowned Contacts: Ensure every contact is managed effectively by assigning them to specific owners for consistent engagement and follow-up.
- Review Lifecycle Stages: Regularly assess and assign lifecycle stages to contacts to improve conversion tracking and enhance customer journey management.
- Audit Marketing Content: Examine marketing strategies to reduce opt-outs and personalize outreach to improve customer engagement.
- Conduct Data Cleaning Exercises: Periodically clean contact lists to reduce email bounce rates and maintain high-quality data records.
- Social Media Data Capture Tools: Implement tools to capture essential information like email and lifecycle stages during initial interactions on social media platforms.
- Website Form Enhancement for Direct Traffic: Make email and lifecycle stages mandatory on forms and use cookies to track and update returning visitor information.
- Offline Source Data Entry Protocols: Ensure that capturing emails, owners, and lifecycle stages is mandatory during offline data entries and conduct regular audits to verify completeness.
Company management
Review of user activities to identify inactive users and suggest strategies for re-engagement or clean-up.
Company management
Analysis of Essential HubSpot Company Metrics
- Total Number of Companies: 14,084 - Indicates the size of your business interactions.
- Companies Without a Domain: 517 - A relatively small number compared to the total. Ensuring domains are captured can improve tracking and analytics.
- Companies Without an Owner Domain: 4,807 - Significant proportion; recommend assigning owner domains to enhance accountability and follow-up processes.
- Companies Without a Lifecycle Stage: 5,410 - High number; essential to categorize companies into lifecycle stages for targeted engagement and workflow automation.
Recommendations
- Audit and update company records to ensure accurate domain information.
- Assign owner domains to enhance engagement responsibility and streamline communication paths.
- Define and apply lifecycle stages to companies for improved segmentation and tailored marketing efforts.
- Implement automated processes to flag new entries missing critical information.
Importance of Lifecycle Stage, Owner, and Domain in HubSpot Companies
- Lifecycle Stage:
- Enables effective segmentation and tailored communication strategies.
- Helps track the journey of a company through your sales and marketing funnel.
- Facilitates targeted marketing, aiding in resource allocation and customer engagement strategies.
- Owner:
- Ensures accountability and dedicated relationship management.
- Improves follow-up efficiency and personalized interaction with the company.
- Enables clear delegation of tasks within the sales and customer service teams.
- Domain:
- Provides a unique identifier for the company, critical for accurate data integration and analysis.
- Facilitates the enrichment of company data through automation tools.
- Essential for the synchronization with other systems, enhancing data consistency and reliability.
Data Source Analysis for Missing Lifecycle Stage, Owner, and Email Address
Based on the dataset provided, the contacts from different sources are missing key information including lifecycle stages, owners, and email addresses. Identifying these problematic data sources and implementing strict data capture processes will reduce these issues.Primary Sources with Issues
- Social Media: Significant number of missing data entries.
- Direct Traffic: High volume of contacts lacking complete information.
- Offline Sources: Consistent misentries likely due to manual data entry.
Recommendations for Process Improvements
- Standardize Data Capture: Implement mandatory fields in data capture forms to ensure lifecycle stages, owner assignments, and email addresses are recorded for all new entries.
- Automation Rules: Set up automation workflows to assign default lifecycle stages and owners to new contacts from common sources like social media and direct traffic.
- Training and Guidelines: Provide comprehensive training and clear guidelines for data entry personnel to minimize manual entry errors, particularly for offline sources.
- Regular Data Audits: Schedule periodic audits of company data to identify and rectify missing information, ensuring data integrity and consistency.
- Utilize Data Enrichment Tools: Leverage automated data enrichment solutions to fill gaps in data, especially for contact email addresses.
Summary of Recommendations for Company Management in HubSpot
- Standardize Data Entry: Ensure lifecycle stages, owner assignments, and email addresses are mandatory fields in all data entry forms to maintain data completion and consistency.
- Automate Assignment Processes: Implement workflows to automatically assign default lifecycle stages and owners to new entries, particularly for contacts from high-volume and problematic sources like social media and direct traffic.
- Improve Training and Documentation: Provide training sessions and clear guidelines for staff involved in data entry, with a focus on accuracy, especially for offline dealings.
- Conduct Regular Data Audits: Perform regular checks and audits on company data to identify and address missing information, thereby ensuring databases remain robust and reliable.
- Use Data Enrichment Tools: Utilize data enrichment services to automatically supplement missing critical information such as email addresses, improving overall data quality.
Sales data
Deals management
Evaluation of open deals, how you currently organize them, and other deal-related activities.
Deals management
Total Number of Deals
The total number of deals recorded in your HubSpot account is 2,473.
Current Pipelines and Pipeline Stages
- Existing Business
- Interested
- Proposal
- Closed won
- Closed lost
- New Business
- Discovery call
- Interested
- Proposal
- Closing
- Closed won
- Closed lost
- Not a fit
- HubSpot Shared Selling Pipeline
- Discovery
- Solution Demo
- Business Considerations
- Pricing and Terms
- Out for Signature
- Closed Lost
- Closed Won
Importance of Configuring Pipelines and Stages Correctly in HubSpot
Configuring different pipelines and their stages correctly in HubSpot is crucial for enhancing sales efficiency and effectiveness. Here are the key reasons:
- Clarity and Organization: Properly defined pipelines and stages provide clear roadmaps for sales teams, helping them understand where each deal stands in the sales process and what actions are required next.
- Process Consistency: Consistent processes across the organization ensure that all sales representatives follow the same steps, leading to more predictable and reliable outcomes.
- Improved Forecasting: Accurate pipeline configuration allows for better forecasting of sales outcomes, enabling management to make informed decisions about resource allocation and strategy adjustments.
- Increased Efficiency: Clearly defined stages reduce time spent on administrative tasks, allowing sales teams to focus more on selling activities that drive revenue.
- Performance Tracking: Configured stages enable detailed performance tracking and data analysis, identifying bottlenecks and areas for improvement within the sales process.
By aligning pipelines with your sales strategy and ensuring each stage reflects the necessary steps in your sales process, businesses can optimize their sales efforts and enhance their overall sales performance.
Open Deals with Past Close Dates
The number of open deals with the close date in the past 7 days is zero.
Congratulations! Your pipeline is up to date, ensuring that your sales process is running smoothly and efficiently. This demonstrates effective management and timely progression of deals through the sales stages. Keep up the great work!
Analysis of Open Deals Organization
Here is the current organization of your open deals:
- Total Open Deals: 69
- Open Deals without Scheduled Next Step: 52
- Deals with No Activity in Past Two Weeks: 35
Summary and Recommendations
Ensuring that all open deals have a scheduled next step and recent activity is crucial for maintaining momentum in the sales process. Here's a summary of the current situation and recommendations for improvement:
- Deals without Scheduled Next Steps: A high number of deals (52) lack a scheduled next step. This can lead to stagnation and lost opportunities. To address this, ensure that each deal in your pipeline has clear, actionable next steps. Regularly review deals to confirm their progression through the pipeline.
- Deals with No Recent Activity: With 35 deals showing no activity in the past two weeks, it's important to re-engage these opportunities. Implement a routine follow-up strategy to ensure regular touchpoints with prospects. Utilize CRM reminders and automation to maintain consistent communication.
By scheduling next steps and ensuring ongoing activity, you can enhance deal progression, increase the likelihood of conversions, and optimize the overall health of your sales pipeline.
Recommendation on Deal Findings
The analysis of current deal management practices reveals key areas for improvement, particularly concerning scheduled next steps and recent activity on open deals. To optimize your sales pipeline and improve deal closure rates, consider the following recommendations:
- Implement Structured Follow-Up Strategies: Establish a routine process for scheduling future steps with prospects. This will maintain momentum and prevent deals from stagnating.
- Utilize CRM Tools for Reminders and Automation: Leverage your CRM's features to send automatic reminders and follow-up notifications to sales representatives to keep deals moving forward.
- Conduct Weekly Deal Reviews: Schedule regular team meetings to review the status of each open deal, ensuring that all necessary actions are taken to progress them towards closure.
- Focus on Engagement: Increase the frequency and quality of interactions with prospects, utilizing personalized touches and relevant content to drive engagement and maintain interest.
By adopting these strategies, your sales team can improve the organization and effectiveness of the deal management process, ultimately boosting conversion rates and achieving better sales outcomes.
Lead & sales process
Evaluation of lead generation, lead scoring, and lifecycle stages to help you understand and improve your lead quality and conversion rates.
Lead & sales process
Introduction to Lead Process in HubSpot
The lead process is a crucial element in any HubSpot account, encompassing several stages to ensure effective customer acquisition and management. It begins with identifying lead sources, which involves tracking where potential customers originate, whether from organic search, referrals, or paid campaigns. Subsequently, through lead scoring, leads are ranked based on their likelihood to convert, using criteria such as engagement level and demographic fit. Monitoring the lead conversion rate is essential, as it measures the effectiveness of turning leads into customers. Lastly, the journey culminates in the lead to sales phase, where leads are handed over to the sales team for closing, highlighting the seamless integration between marketing and sales efforts within the HubSpot platform.
Analysis of Lead Sources
Here is a breakdown of the number of leads gathered from various marketing channels:
- Organic Search: 1,982 leads
- Paid Search: 885 leads
- Email Marketing: 156 leads
- Organic Social: 1,946 leads
- Referrals: 317 leads
- Other Campaigns: 48 leads
- Direct Traffic: 4,035 leads
- Paid Social: 577 leads
- Offline Sources: 11,332 leads
Analysis:
The analysis reveals that Offline Sources generate the highest number of leads (11,332), followed by Direct Traffic (4,035). This indicates a significant reliance on offline methods for lead generation.
Now, let's calculate the combined lead total from all other channels:
- Total leads from digital and other sources: 1,982 + 885 + 156 + 1,946 + 317 + 48 + 4,035 + 577 = 9,946 leads
- Ratio of Other Channels Combined Compared to Offline: 9,946 / 11,332 ≈ 0.88
This means that for every lead generated through offline sources, approximately 0.88 leads are generated through digital and other channels combined. This shows a strong presence of offline lead generation efforts compared to digital sources.
Importance and Strategies of Lead Scoring
Lead scoring is a vital process in prioritizing potential customers based on their likelihood to convert. It helps sales and marketing teams focus their efforts on high-value prospects, thereby increasing the efficiency of sales operations. Effective lead scoring involves assigning numerical values to leads based on various criteria such as engagement level, demographic information, and behavior patterns. Utilizing strategies like behavioral tracking, demographic factors, and predictive analytics can enhance the accuracy of lead scoring systems.
Lead Scoring Status
Out of a total of 21,278 contacts, 4,588 have a lead score. This reflects a relatively low percentage of contacts with assigned lead scores.
Recommendation: It seems that lead scoring might be underutilized. Implementing or enhancing lead scoring strategies is crucial to improve lead prioritization and drive greater sales conversions. Developing a comprehensive lead scoring model will enable your team to focus on the most promising prospects, optimize marketing efforts, and improve overall business performance.
Recommendation for Maintaining Accurate Lead Status
With 6,048 contacts having a lead status value set, it is crucial to maintain and update this field regularly to gain valuable insights into lead quality from different channels and campaigns. Here are some recommendations to ensure the Lead Status field is up to date:
- Regular Updates: Implement a routine process for sales teams to update lead statuses promptly after each interaction. This ensures timely and accurate reflection of each lead's progression.
- Automate Status Changes: Utilize automation tools within HubSpot to trigger lead status updates based on specific actions or criteria, such as engagement levels or deal stages.
- Training and Collaboration: Conduct regular training sessions for both sales and marketing teams to emphasize the importance of updating lead statuses. Foster open communication between teams to ensure everyone understands the criteria for determining lead quality.
- Monitor and Review: Regularly review reports and dashboards that track leads with and without status updates. This helps identify gaps and opportunities for improving the lead management process.
- Feedback Loop: Establish a feedback loop where the sales team provides insights on the quality of leads from different sources back to the marketing team.
By ensuring that the Lead Status field is consistently maintained, your organization can better assess the effectiveness of various marketing channels and campaigns, leading to more informed decisions and improved lead quality.
Evaluation of Lead Process and Lifecycle Stages
The lead process ideally follows the stages of Lead, Marketing Qualified Lead (MQL), and Sales Qualified Lead (SQL), guiding potential customers through a structured journey to conversion. In an optimal setup, contacts transition through all these stages to ensure comprehensive qualification and nurturing.
Current HubSpot Account Situation
- Contacts that have been at least Leads: 16,531
- Contacts that have been at least Marketing Qualified Leads (MQLs): 1,938
- Contacts that have been at least Sales Qualified Leads (SQLs): 27
- Contacts that have been both Lead and MQL: 676
- Contacts that have been both Lead and SQL: 13
- Contacts that have been through all stages – Lead, MQL, SQL (Target): 1
Analysis and Areas for Improvement
From the data, there is a significant drop-off between the different lifecycle stages, particularly between MQL and SQL. This suggests bottlenecks in the qualification process, where leads are not being effectively nurtured to progress through each stage.
Recommendations for Improvement
- Enhance Lead Nurturing: Implement targeted nurturing strategies to engage and educate leads, encouraging their progression to MQL and SQL. Personalized content and follow-up campaigns can be effective here.
- Improve Qualification Criteria: Reassess and optimize the criteria for transitioning leads at each stage. Ensure that only the most promising leads are classified as MQLs and SQLs to maintain quality.
- Automation for Lifecycle Management: Utilize HubSpot's automation capabilities to streamline the lifecycle stage transitions. Automations can be set to adjust stages based on specific triggers, reducing manual intervention and potential delays.
- Alignment between Teams: Foster close collaboration between marketing and sales teams to ensure alignment on lead criteria and handover processes. Regular feedback loops can refine the process over time.
By addressing these areas and leveraging automation, the lead process can become more efficient and effective, optimizing the conversion of leads through each lifecycle stage.
Recommendations for Improving the Lead Process
- Enhance Lead Nurturing: Implement targeted and personalized content strategies to engage leads effectively, encouraging their progression through the funnel.
- Optimize Qualification Criteria: Re-evaluate and refine the criteria for transitioning leads to MQLs and SQLs, ensuring higher quality and relevance.
- Automate Lifecycle Transitions: Utilize HubSpot automation to streamline lifecycle stage updates, reducing manual effort and minimizing delays.
- Foster Team Collaboration: Ensure alignment between marketing and sales teams on lead criteria and handover processes, enabling seamless transitions.
- Continuous Monitoring: Regularly review and adjust lead processes based on performance metrics and feedback to adapt to changing business needs.
Marketing data
Marketing tools and channels
Analysis of email marketing, forms, webpages, and social media channels to optimize campaign performance and engagement.
Marketing tools and channels
Comprehensive Summary of Marketing Actions and Channels
The analysis of the customer's HubSpot account reveals multiple facets of their marketing ecosystem.
- Email Marketing: The email campaigns demonstrate a high delivery rate, yet engagement metrics like open and click-through rates suggest room for improvement. Expanding the number of marketing contacts and optimizing the content would enhance the campaign performance.
- Form Usage: Although form visibility is substantial, conversion rates from form views to submissions are low. Simplifying forms and enhancing call-to-action prompts could significantly boost user engagement and form completion rates.
- Webpage Performance: High traffic and visitor interest are apparent, but the bounce and exit rates highlight potential gaps in visitor retention and content alignment. Strategies such as optimizing CTAs and delivering more tailored content are recommended to enhance user experience and conversions.
- Social Media Presence: While Twitter and LinkedIn are effectively utilized, the integration of Facebook and Instagram is notably absent. Incorporating these platforms could expand audience reach and maximize engagement across diverse demographic segments.
Overall, a blend of optimizations across email strategies, form designs, webpage content, and an expanded social media presence can collectively fortify marketing efforts and drive better results.
- Email Marketing Optimization:
- Enhance subject line testing and personalization to boost open rates.
- Expand the number of marketing contacts and segment audiences for targeted campaigns.
- Increase engagement through interactive content and clear calls-to-action.
- Form Improvement Strategies:
- Simplify forms to reduce barriers and encourage submissions.
- Optimize and test call-to-action language and placement for better conversion rates.
- Ensure forms are mobile-friendly to capture a wider audience.
- Webpage Performance Enhancements:
- Reduce bounce rates by aligning content with visitor expectations.
- Improve internal linking and content paths to reduce exits and enhance user journey.
- Leverage engagement data to personalize content and retain visitor interest.
- Social Media Expansion:
- Integrate Facebook to enhance community engagement and expand reach.
- Connect Instagram to leverage visual content strategies and reach younger demographics.
- Optimize current strategies on Twitter and LinkedIn to boost content interaction and brand visibility.
Email marketing
Analysis of email marketing efforts, contact utilization, and message frequency.
Email marketing
Importance of Email Marketing
Email marketing is a critical component of digital marketing strategies, providing businesses with a direct line of communication to their audience. It enables personalized engagement, improves customer retention, and drives conversions by delivering tailored content directly to subscribers' inboxes. Additionally, email marketing offers measurable results and cost-effective solutions, making it a powerful tool for nurturing leads and maintaining long-term customer relationships.
Analysis of Customer Base and Email Marketing Utilization
The HubSpot account data indicates the following:
- Total Number of Contacts: 21,278
- Marketing Contacts: 4,948
- Sent Messages Last Year: 44,413
Insights
- Utilization of Customer Base as Marketing Contacts: Only about 23.3% of the total contacts are categorized as marketing contacts. This suggests a significant portion of the customer base is not being leveraged for marketing purposes. Consider expanding the marketing contact list to engage more of the customer base.
- Messages Sent per Marketing Contact: On average, approximately 8.98 messages were sent per marketing contact last year (44,413 messages / 4,948 marketing contacts). This frequency suggests a moderate level of engagement.
- Recommendations on Sent Rate: Given the current message frequency and the fact that a large proportion of the customer base remains untapped, it would be beneficial to expand the reach of email campaigns. However, ensure that message frequency is optimized to maintain engagement without overwhelming recipients. Consider strategies to increase the number of marketing contacts while monitoring and adjusting the frequency of messages as necessary to enhance engagement.
Analysis of Email Marketing Key Metrics
| Metric | Value | Analysis and Recommendations |
|---|---|---|
| Sent | 44,413 | The total number of emails sent. This is the starting point for measuring the overall effectiveness of the campaign. |
| Open | 11,075 | An open rate of 24.9% indicates the subject lines are moderately effective. To improve, test variations and personalize content. |
| Delivered | 43,937 | With a high delivery rate of 98.9%, the list quality is good. Continue regular cleanup of the contact list to maintain this rate. |
| Bounce | 466 | Bounce rate of about 1% is low. Regularly update and clean your email list to prevent invalid addresses. |
| Unsubscribed | 280 | An unsubscribe rate of 0.63% is low, suggesting content is generally relevant. Maintain this by focusing on valuable content. |
| Click | 1,003 | The click-through rate (CTR) is 2.3%, which is an area to improve. Enhance CTA visibility and offer valuable, clear benefits. |
| Reply | 43 | Low reply rate highlights potential lack of engagement. Encourage interaction by asking questions or seeking feedback. |
| Dropped | 24,542 | A high number of dropped contacts indicates potential issues with recipient emails marked as spam or other deliverability issues. Investigate causes and revise email practices. |
| Selected | 77,883 | This indicates the number of emails selected to be sent in initial efforts. Review campaign focus and target audience alignment. |
| Spam Report | 0 | No spam reports highlight that the emails are well-received. Maintain this by respecting user preferences and providing relevant content. |
| Suppressed | 8,928 | A large number of suppressed emails which could indicate opt-outs or potential compliance issues. Revise opt-in strategies and ensure consent. |
| Hard Bounced | 151 | A small number of hard bounces. Regularly clean the list and verify email addresses to minimize invalid contacts. |
| Soft Bounced | 315 | Manage soft bounces by monitoring network delivery and server response issues. Attempt re-engagement with these contacts. |
| Pending | 10 | Minimal emails pending indication that most delivery processes are functioning well. Conclude pending issues rapidly. |
| Contacts Lost | 431 | The loss of these contacts could be indicative of disengagement or dissatisfaction. Review content relevance and targeting. |
| Not Sent | 33,470 | Review the criteria for not sending emails. There might be an issue in email filtering or targeting strategies that needs adjustment. |
Summary and Recommendations
The analysis of the recent email marketing metrics reveals several key insights:
- The email delivery rate is high at 98.9%, indicating good list quality and effective delivery systems in place. However, open rates at 24.9% suggest room for improvement in subject line optimization and content relevance.
- Click-through and reply rates indicate moderate engagement, with a CTR at 2.3% which suggests that the content or call-to-action may need enhancement to drive interaction and click engagement.
- Absence of spam reports is positive, highlighting compliance and content quality. However, high numbers for dropped and suppressed emails suggest issues with deliverability and potential opt-out concerns.
Recommendations
- Subject Line and Content Optimization: Conduct A/B tests on subject lines and focus on personalized content to improve open and click-through rates.
- Audience Expansion and Re-engagement: Increase the number of marketing contacts by targeting more of the current contact base and re-engaging inactive subscribers.
- Engagement Enhancement: Include interactive elements, clear call-to-actions, and personalized content to boost engagement metrics like clicks and replies.
- Improve Delivery Strategies: Investigate the high rate of dropped emails, potentially revamping email sending practices or reviewing the recipient's email server policies.
- Regular List Maintenance: Continue to clean and update email lists to minimize bounce rates and maintain high deliverability.
Form performance
Assessment of form submissions and their effectiveness.
Form performance
Analysis of Form Metrics
| Metric | Value | Analysis and Recommendations |
|---|---|---|
| Form Views | 126,788 | High form view count indicates good visibility. However, ensure that forms are accessible and prominently placed where target audiences can find them. |
| Click-Through Per Form View | 0.33 | This rate is moderate, suggesting that while forms attract attention, enhancements could be made to encourage further engagement. Optimize form layout and headlines. |
| Submissions Per Form View | 0.012 | Indicates a low conversion rate from views to submissions. Reassess form complexity and required fields to streamline the submission process. |
| Total Submissions | 1,579 | The number of total submissions suggests limited conversions. Consider improving incentives for form completions and ensure forms are mobile-friendly. |
| Submissions Per Click-Through | 0.037 | This low rate indicates that click-throughs rarely convert. Investigate potential barriers or unnecessary complexities in the form submission journey. |
| Completions | 1 | Only a single completion may suggest issues with completeness tracking or follow-up processes. Validate success metrics tracking accuracy. |
| Completions and Unenrolls | 1 | Like completions, this may not provide sufficient success data. Ensure forms are effectively integrated with enrollment strategies. |
| Visibles | 42,273 | Visible forms count supports awareness but needs sufficient follow-through. Engage users through appealing CTAs and clear next steps. |
| Non-Contact Submissions | 935 | High non-contact submissions could reflect poor targeting or irrelevant form fields. Segment and tailor forms to specific contact demographics. |
| Installs | 9,579 | Moderate number of installs, which can indicate reasonable engagement with form-related content or software. Further promote the benefits of installations. |
| Contact Submissions | 644 | The lower count of contact submissions indicates an opportunity for tighter targeting and better form-field relevance specific to contacts. |
| Interactions | 3,655 | Given the total form views, the interaction rate indicates moderate engagement. Boost through streamlined form enhancements and interactivity. |
Recommendations
- Simplify Forms: Reduce the number of mandatory fields and make forms quick to complete to improve submissions per form view.
- Enhance Call-to-Actions: Make CTAs compelling to improve click-through and conversion rates.
- Improve Mobile Experience: Ensure that forms are responsive and easily navigable on mobile devices to capture a broader audience.
- Monitor Tracking Accuracy: Properly track completions and conversions to effectively measure the success of form engagements.
Summary and Recommendations
The form metrics indicate significant form visibility with 126,788 views, suggesting effective reach. However, the conversion rates remain low, evidenced by a click-through rate of 33% and conversion-to-submission rates as low as 1.2%. This indicates potential barriers in the form completion process, with just 1,579 total submissions. Moreover, there is a notable difference between contact and non-contact submissions, potentially pointing to issues in form targeting or relevance.
Recommendations
- Form Optimization: Simplify forms by reducing mandatory fields and minimizing complexity to encourage higher submission rates.
- Enhance User Engagement: Deploy more compelling and targeted call-to-actions, ensuring they are visible and aligned with users' interests to improve click-through rates.
- Mobile Optimization: Confirm that forms are highly responsive and user-friendly on mobile devices to capitalize on mobile engagement opportunities.
- Refine Tracking and Validation: Ensure accurate tracking of completions and conversions to better measure form success and optimize further strategies.
- Segment and Targeting Strategy: Customize forms to better fit audience segments, improving relevance and correlation between views and conversions.
Webpage metrics
Insights into the performance of your web pages.
Webpage metrics
Analysis of Webpage Metrics
| Metric | Value | Analysis and Recommendations |
|---|---|---|
| New Visitor Raw Views | 67,890 | This reflects strong attraction power for new visitors, indicating effective initial outreach but necessitates conversion to repeat visits. |
| CTA Views | 90,738 | High CTA views demonstrate that CTAs are visible; however, more focus is needed on conversions from these views. |
| Exits Per Pageview | 0.599 | Over half of the pageviews end in an exit, indicating possible disconnect or unengaging content that might need revisiting for higher retention. |
| Raw Views | 112,663 | The total raw views show substantial traffic, warranting emphasis on optimizing paths to conversions and further user engagement strategies. |
| Page Time | 5,465,197 seconds | Average time on page (~121 seconds per view) suggests content engagement. Further personalization might enhance depth and retention. |
| Standard Views | 109,683 | Closely aligned with raw views, this emphasizes consistent traffic. Focus should be on converting this traffic through enhanced content strategy. |
| CTA Clicks | 1,505 | The low CTA click rate of 1.65% signals an opportunity to enhance CTA design and messaging for better conversion. |
| Page Bounce Rate | 0.781 | A high bounce rate suggests that landing pages might not be meeting visitor expectations. It's critical to analyze and refine content relevancy. |
| AMP Views | 2,980 | AMP views are relatively low compared to total views, indicating a potential to improve mobile speed and performance optimization. |
| Exits | 67,510 | Matches the high exits per pageview, reinforcing the need for more engaging and interactive content strategies to reduce abrupt exits. |
| Pageviews Minus Exits | 45,153 | This shows the number of engaged pageviews. Increasing interactive elements may foster a deeper journey through the site. |
| Page Bounces | 53,333 | Correlates with a high bounce rate, suggesting immediate reassessment of page relevance, layout, and initial visitor appeal is needed. |
| Time Per Pageview | 121 seconds | Over two minutes on a page is positive, revealing user interest. Strategies should build on this to guide users through further content. |
| Entrances | 68,329 | The number of entrances shows successful initial engagements. Continued optimization to ensure the entrance leads through a conversion funnel is key. |
Recommendations
- Improve CTA Effectiveness: Redesign CTAs to be more compelling and visually appealing to increase interaction and conversion rates.
- Enhance Content Relevance: Tailor landing page content to better meet visitor expectations and reduce bounce rates.
- Boost Mobile Experience: Optimize mobile and AMP pages to provide faster and more engaging experiences for mobile users.
- Engage Existing Traffic: Leverage the high page time by adding interactive elements that maintain visitor interest and encourage further exploration.
- Exit Reduction Strategies: Refine content paths and internal linking structures to facilitate seamless transitions from page to page and reduce abrupt exits.
Summary and Recommendations
The webpage metrics indicate substantial traffic with significant new visitor attraction; however, challenges persist in retaining and converting this traffic. The high bounce rate and exit percentages — combined with the relatively low call-to-action (CTA) click rate of 1.65% — suggest that while initial engagement is achieved, maintaining and converting that interest into meaningful interaction remains a challenge. Notably, users spend a decent amount of time on pages (~121 seconds), signaling potential interest in the content presented, which can be capitalized by enhancing pathways through the website.
Recommendations
- Enhance CTA Visibility and Attractiveness: Redesign and reposition CTAs to improve click-through rates, focusing on compelling messages and visuals that align with user needs and expectations.
- Content Optimization: Revise landing pages to better match search intent and visitor expectations, which can help lower bounce rates and increase visitor retention.
- Improve Mobile Page Performance: Focus on optimizing AMP pages and mobile responsiveness to ensure fast loading times and better engagement for mobile users.
- Enhance Pathways for Engagement: Utilize the high average page time by integrating more engaging and interactive elements that guide users deeper into the site.
- Strategies to Reduce Exits: Develop content pathways and internal link strategies to facilitate seamless navigation and reduce unnecessary exits, improving conversion potential.
Summary
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Summary
HubSpot Account Audit Summary
The audit of the HubSpot account reveals insights into data hosting, user activity, seat utilization, and key metrics for contacts, companies, deals, and marketing actions. Below is a comprehensive summary with recommendations:
Data Hosting and User Location
- The data is hosted in the EU 'eu1' region, suggesting the user is likely based in Greece, supported by time zone and currency information.
HubSpot Account Activity
- 6 Sales Pro and 5 Service Professional Seats are active, but 2 out of 10 recent users were not active.
- Recommendations include optimizing seat allocation and providing support for inactive users to maximize investment.
User Engagement and Opt-outs
- Of 43 invited users, 18 are deactivated. Focus on retention improvement and use feedback surveys to address issues.
- Consider strategies for reactivation such as email campaigns and incentives.
Contacts and Data Quality
- 21,278 contacts exist, with a significant portion lacking owners, indicating the need for improved assignment processes.
- Only 3.2% of contacts lack a lifecycle stage, but reviewing these can enhance tracking.
- High bounce rates and opt-outs highlight the need for content review and list maintenance.
Data Source Analysis
- Missing information across data sources like social media and offline sources underscores the need for improved capture tools and protocols.
Sales Pipelines and Deals
- Current sales pipelines are well-configured, but deal progress needs regular follow-ups to avoid stagnation.
- No open deals have past close dates, reassuring efficient pipeline management.
Lead Process Evaluation
- Significant drop-offs between MQLs and SQLs indicate bottlenecks. Recommendations include enhancing lead nurturing and automation for lifecycle transitions.
Marketing Action Plan
- Email marketing sees modest engagement with a high delivery rate but requires improvement in open, click, and response rates.
- Webpage interactions highlight a need for better engagement strategies to reduce high exit and bounce rates.
Overall, implementing these detailed strategies and recommendations will greatly enhance user engagement, data quality, and overall account efficiency, ensuring optimized utilization of HubSpot's capabilities.
Key Recommendations from HubSpot Audit
- Optimize Seat Utilization: Regularly audit and allocate HubSpot seats to ensure they are actively used and provide support for inactive users.
- Improve Contact Management: Assign unowned contacts to enhance accountability and follow-up, and regularly review lifecycle stages for conversion tracking.
- Enhance User Engagement: Implement strategies for user reactivation, such as targeted campaigns, incentives, and user feedback surveys to address deactivations.
- Improve Data Quality: Conduct regular data cleaning to reduce email bounces, and ensure full contact details are captured across all data sources.
- Strengthen Lead Nurturing: Utilize automation and personalized content to guide leads through lifecycle stages effectively and increase MQL to SQL conversions.
- Increase Email Marketing Effectiveness: Test subject lines and content to boost open and click-through rates, and expand the reach of marketing contacts.
- Enhance Webpage and CTA Performance: Optimize landing pages and CTAs to align with visitor expectations, reduce bounce rates, and improve interaction.
- Expand Social Media Presence: Connect with Facebook and Instagram to broaden audience engagement and leverage visual content strategies.
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Social media integration
Identification of connected and missing social media channels.
Social media integration
Connected and Missing Social Media Channels
Based on the provided data, the following social media channels are connected:
However, the following channels are currently missing:
To maximize social media reach and analytics, consider integrating Facebook and Instagram, provided they align with the strategic goals and target audience demographics.
Summary and Recommendations for Social Media
The current social media setup indicates active engagement with Twitter and LinkedIn, which supports professional networking and real-time interaction. However, the absence of Facebook and Instagram connections suggests missed opportunities for broader audience engagement, especially in reaching different demographic groups and leveraging visual content.
Recommendations