Let's Take a Look Under the Hood
User Adoption Metrics
Implementing HubSpot is a great idea — if all of your team members are using it correctly. We'll explore your user login history, examine user permissions, and check out your content partitioning rules to provide recommendations and increase your HubSpot ROI.
Automation/Logic Audit
HubSpot can help you attract and convert new leads — don’t fumble them through your CRM. Our HubSpot consultants will help identify ways to get the most out of your record segmentation and system automation.Gap/Opportunity Assessment
Is your team using all of HubSpot’s tools? Are you missing an optimization opportunity? Do you have inefficiencies in your functionality you’re unaware of? Leverage years of HubSpot experience to uncover ways your team could better utilize all of your portal’s functionality.
Data Analytics Review
Bad data can negatively affect sales, marketing, operations, reporting, and much more. Our team will provide best practices for data gathering, object properties, segmenting records, and using marketing vs. non-data contacts.Asset Analysis by Hub
From your knowledge base to your templates, snippets, emails, CTAs, workflows, and more, we'll look closely at the HubSpot tools you've been utilizing and the assets within them. Whether it's Marketing, Sales, or Service Hub, we'll help improve your HubSpot ROI by offering ways to optimize your assets.
Integration Health Check
Connecting apps and other integrations from the HubSpot App marketplace can streamline your processes, but only if they run smoothly. We'll examine all connected apps to ensure data is clean and working for you, not against you.
HubSpot Audit Process
Step 1: Stakeholder Meeting
We'll meet with your team to discover why you're doing this audit and what you hope to achieve. We'll provide a discovery questionnaire to start our partnership off on the right foot. Time: One hour.
Step 2: Audit
Our team will spending two hours auditing your portal, focusing on the gaps in your usage and everything in between. We'll spend an additional two hours developing a portal audit findings report. Time: Four hours.
Step 3: Present Findings
We'll schedule an hour-long presentation to review findings, leaving you with documentation, tips, and recommendations aligned with your top HubSpot priorities. Time: One hour.
Happy HubSpot Customers
What People Are Saying
Lynton was our north star!
We decided to go with HubSpot and partnered with Lynton for sales and operations onboarding. Katherine Gavin and Mitch Dumke were our consultants and created a process and roadmap that far outweighed the investment in the partnership. Without their shepherding, we would have been lost in HubSpot; the result would have likely been a loss in money and time trying to get HubSpot to work. Their hands-on and friendly approach was more than we could have asked for...and it was clear they truly cared about our success and effectiveness.
Kristen Jacobson
Non Profit Organization Management
6 to 10 employees
Onboarding Success!
Lynton was super helpful in getting us started with HubSpot. As a start-up we constantly had to improvise, and Finn was specifically helpful with adapting to our schedule and needs. Every question was answered, and every problem was fixed. Thanks to Lynton we're feeling really comfortable with HubSpot and getting the most out of it.
Zuzy Dabrowska
Computer Games
11 to 25 employees
Great experience with Lynton's Training Package!
I really enjoyed getting to know, Roman, and truly working together to make sure that we were delivering training that made sense for attendees and would gain buy-in as fast as we could. Roman was always able to have a planning call and was flexible throughout the process.
Kendall Jones
Accounting
201 to 1,000 employees