"Jasz has been an instrumental part of our sales & marketing. Her in-depth knowledge of HubSpot has saved us countless hours and headaches. She always provides a clear roadmap and walks us through best practices to maximize our outbound marketing efforts."
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HubSpot Quick Wins Audit
Unlock hidden revenue, efficiency, and automation opportunities inside your HubSpot
Most businesses use a fraction of what HubSpot can actually do. Not because they're doing anything wrong, but because HubSpot is powerful, complex, and full of high-impact features that are easy to miss.
This audit doesn’t just clean up what’s broken.
It reveals what’s possible.
This is your chance to understand:
- Where your sales process is leaking time, money, or data
- What unused HubSpot features could drive more leads + revenue
- Where automation could save your team hours every week
- How to turn your CRM into a growth engine instead of a digital filing cabinet
If you’ve been wondering…
"We're paying for HubSpot — how do we actually get more out of it?"
…this audit will show you exactly where the opportunity lies.
What You’ll Receive:
📞 30-minute live working call
We get aligned on your goals, challenges, and what “success” looks like for you in 2026 so the audit focuses on ROI, not just cleanup.
🔐 Backend access review
I evaluate how your portal is currently being used and where you’re missing out on features that could streamline sales, improve reporting, or increase conversions.
This includes opportunities like:
- overlooked automation possibilities
- underutilized tools (tasks, pipelines, reports, lead scoring, etc.)
- sequence and template upgrades
- revenue-driving features you’re not yet using
- areas where simple tweaks could unlock big efficiency gains
📄 PDF Audit: 5–10 prioritized fixes
Clear, actionable recommendations so you know exactly what to fix first to improve efficiency and accuracy.
🎥 Loom walkthrough
A clear explanation of what’s working, what’s holding you back, and where the biggest growth opportunities are inside your portal, so you're informed and empowered.
The Real Outcomes:
- You identify quick wins that immediately improve sales efficiency
- You discover overlooked features that can generate more leads or increase conversions
- Your reporting becomes more accurate and actionable
- Your team becomes more organized and consistent
- You stop paying for HubSpot without using its full power
- You enter 2026 with a CRM that actually supports your goals
- You walk away knowing exactly how HubSpot can drive more revenue for your business
This isn’t just an audit.
It’s an ROI unlocker.
A clarity booster.
A roadmap for using the tool you already pay for — far more powerfully.
The 2026 Strategic Growth Plan
Your entire 2026 marketing + revenue roadmap, built for you.
If you’re tired of guessing what to post, how to generate leads, or how to grow your audience in a noisy, AI-saturated world, you need a plan that cuts through the chaos.
The 2026 Growth Blueprint is a full strategic plan that gives you:
- What to do
- Why it matters
- How it ladders up to your revenue goals
- What to focus on (and what to ignore)
- What to build during each month of the year
No more throwing spaghetti, no more trying 10 things at once.
This gives you clarity, direction, and confidence for the entire year.
What’s Included:
🎯 Buyer Personas
So you stop speaking to “everyone” and start speaking to the right people who convert.
📊 Competitive Assessment (3 competitors)
Insights into what’s working in your industry, where you can differentiate, and what opportunities your competitors are missing.
💰 Revenue & Lead Generation Planning
We reverse-engineer your revenue goals into monthly lead targets, conversion expectations, and marketing priorities so you finally have a numbers-backed plan, not a guess.
🪜 Full Funnel Marketing Plan
A clear system for attracting, nurturing, and converting your ideal clients, built with modern buyer behavior in mind.
🗓 12-Month Marketing Roadmap
You’ll know what to focus on each month of 2026 to grow consistently without burning out or spreading yourself thin.
✏️ 3 Months of Content Topics
Ready-to-execute content ideas to kickstart your visibility, thought leadership, and lead generation immediately.
The Impact:
- You stop spinning in circles and finally have a clear path to revenue
- Marketing and sales efforts become more intentional, consistent, and aligned
- You eliminate guesswork and know exactly where to focus each month
- You build a brand and community that compounds over time
- You enter 2026 feeling clear, grounded, and in control of your growth
This is perfect for founders who want a thought partner, not just tactics.
HubSpot Sales Hub Setup
Start 2026 with a clean, organized, conversion-ready sales system.
If you’ve been meaning to “finally get HubSpot set up,” this offer gets you running in days — not months — and ensures your CRM is built properly from the start.
This setup is perfect for businesses who:
- Don’t have HubSpot yet
- Are moving from spreadsheets / messy CRMs
- Want sales organization, not chaos
- Need automation but don’t want a complex system
- Want to start 2026 with clarity instead of overwhelm
Note: You are responsible for purchasing Sales Hub subscription, which starts at $20/mo/seat. We can help you with this process.
What’s Included:
📞 30-minute Discovery Call
We map your sales process, define your stages, and customize the system around how you actually sell.
🔧 Deal Pipeline Setup
A clean, structured pipeline that gives you visibility into every deal, stage, and bottleneck so you can track revenue accurately.
🧩 Two Sales Sequences (if purchasing Professional or Enterprise)
Automated follow-up that ensures nobody falls through the cracks.
More replies. More meetings. Less manual work.
🏷 Up to 5 Custom Properties
Clean, organized data that makes your reporting more accurate and your segmentation more powerful.
📨 Email + Calendar Connection
Everything in one place so you can track communication, log meetings, and keep deals moving.
📊 One Sales Dashboard
Your KPIs, revenue projections, and pipeline insights in one view so you can make data-backed decisions. No more guessing.
🎓 1-Hour Live Walkthrough
A hands-on session ensuring you know exactly how to use your new system.
The Impact:
- Your sales process becomes structured and consistent
- You follow up faster, close more deals, and never lose leads again
- You get accurate visibility into revenue for 2026
- You save hours per week on admin work
- Your CRM becomes a tool you actually use
- Your team can onboard faster and sell more effectively
You walk into the new year with a system built for clarity, speed, and growth, not chaos.
Note: You are responsible for purchasing Sales Hub subscription, which starts at $20/mo/seat. We can help you with this process.