Find the gaps. Fix the process. Get more from your HubSpot portal.
If you're running HubSpot, there is almost certainly untapped potential sitting inside your portal. Leads slipping through pipeline stages, workflows that never got finished, automation that could be saving your team hours every week, and reporting that doesn't tell you what you need to know. The Growth Gap Analysis is a structured review led by Andy Coles, Director of Growth Solutions. It combines a deep-dive into your business processes with a thorough audit of your HubSpot portal, covering every Hub you use. You will receive a comprehensive business case showing exactly where you are today, where you could be, and a clear roadmap to get there.
Most businesses know something isn't working, but can't quantify it. The Growth Gap Analysis gives you hard numbers.
Deals stuck in stages without next steps, contacts with no owner, lifecycle stages that don't reflect reality. We dig into your portal and quantify exactly what's falling through the cracks.
Tasks that should be automated workflows, data entry that HubSpot already handles but isn't configured for, reporting that takes hours instead of seconds. We quantify the cost down to the pound.
Smarter lead scoring, properly configured deal stages, sequences that actually nurture. A 15% improvement in conversion rate can transform your annual revenue.
Most HubSpot portals have thousands of contacts sitting untouched. We identify the opportunity hiding in your existing database and map a recovery plan.
Most portals use a fraction of their available features. We audit your portal, identify the tools, integrations and automation you're not leveraging, and show you the impact of switching them on.
From AI-powered lead nurturing and content generation to automated reporting, workflow optimisation and predictive lead scoring, we pinpoint where AI can save your team hours and drive better results.
We review your setup, configuration and usage across every Hub you're running to identify gaps, misconfigurations and untapped features.
Email campaigns, landing pages, forms, CTAs, list segmentation, lead capture workflows, attribution reporting and marketing automation.
Pipeline configuration, deal stages, sequences, lead scoring, task automation, meeting scheduling, quote workflows and sales reporting.
Ticket pipelines, knowledge base, customer feedback, SLAs, live chat and chatbot configuration, and service automation workflows.
Website pages, blog management, SEO tools, content strategy, smart content personalisation and content performance analytics.
Data quality, custom properties, lifecycle stage mapping, data sync and integrations, duplicate management and reporting dashboards.
Payment links, invoices, quotes, subscription management, product library configuration and commerce reporting.
Regardless of which tier you choose, you walk away with a comprehensive, tailored business case document that includes a full portal review.
We map your existing processes end to end and identify every pain point, bottleneck and area of revenue leakage across your sales, marketing and operations.
A thorough review of your existing HubSpot setup, covering pipelines, deal stages, lifecycle stages, custom properties, workflows, sequences, lead scoring, forms, lists and reporting dashboards. We identify what's working, what's misconfigured, and what's not being used at all.
A detailed view of how your improved processes and optimised HubSpot configuration will work, colour-coded by delivery phase so you can see exactly when each improvement lands.
A full breakdown of your current manual process costs and projected savings after implementation, including time saved through HubSpot automation and workflow improvements.
Conservative estimates for additional revenue from improved pipeline conversion, dormant contact re-engagement, upsell campaigns and win-back activity.
A clear financial summary showing total investment vs. projected return, giving you the numbers you need to make an informed decision on optimising your HubSpot investment.
A review of where AI and automation could have the biggest impact, from AI-powered lead nurturing and content generation to predictive scoring, smart reporting and internal workflow optimisation.
Practical recommendations on reconfiguring your Hubs, integrations, third-party tools and underused HubSpot features, including quick wins you can implement immediately.
Adjust the sliders to match your business. These are the kinds of numbers The Growth Gap Analysis will quantify precisely for you.
From first call to finished report in under five working days.
A quick conversation with our team to understand your business, review your current HubSpot setup and identify where we need to focus the analysis.
Based on the call, we design your custom survey (if needed for your chosen tier), begin auditing your HubSpot portal, and book in time with your leadership team for the structured sessions.
Your full Growth Gap Analysis report is produced and presented to your team within five working days. Clear findings, hard numbers, HubSpot-specific recommendations and a phased roadmap to act on.
Every tier delivers the same comprehensive business case, including a full portal audit. The difference is how deep we go to gather the insight.
A 90-minute group session with your leadership team plus a full HubSpot portal audit. The fastest way to uncover what your portal is missing.
Everything in Foundation, plus structured feedback from the people using your HubSpot portal day to day.
The most thorough and personalised version. Individual sessions surface what group settings cannot.
We are currently offering The Growth Gap Analysis on a complimentary basis across all three tiers. No obligation. No strings attached. Just a clear, honest look at where your business and your HubSpot portal could be performing better, and where AI could help you get there faster.