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All-in-one collection of a 150+ point checklist to review, clean and optimize HubSpot. Delivered via Google Sheets.

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Marketing Hub
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Sales Hub
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Service Hub

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What's included?

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HubSpot usage

Find out what tools you're paying for, but not using and if you're over paying for marketing contacts.

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Account settings

New features are constantly released, take a moment to review your configuration settings.

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Data clean-up

Cleanse your CRM's data to improve reporting capabilities, segmentation and customer experience.

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Asset organization

Organize, improve and optimize your digital marketing assets.

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Best practices & recommendations

Review a set of guidelines, tips and strategies that are proven to be effective in improving HubSpot.

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[BONUS] Data Hygiene Reports

Access 19 downloadable HubSpot reports, landing pages, and task recommendations to help you analyze your contact, company, and deal data with ease.