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58-Point HubSpot Audit for The BrandNué Agency

Marketing & Communications 2-10 Employees Marketing Hub | Sales Hub
58-Point HubSpot Audit for The BrandNué Agency
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Background

The BrandNué Agency (formerly Unlmtd Brand) is a branding, marketing and content firm based in the United States. It helps businesses in highly regulated industries, including finance, mortgage, insurance, healthcare and legal, stand out without putting compliance at risk.

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Problem

Before partnering with us, BrandNué was managing a HubSpot portal that had potential but wasn't delivering measurable business results. Their setup was functional but lacked the strategic configuration needed to support their growing business and complex subscription-based payment processes.

  • Incomplete HubSpot Setup: Their portal lacked proper configuration for their business model, missing essential features for lead management and customer nurturing.
  • Payment Processing Limitations: They needed to manage subscription services and apply one-time discounts for referral programs, but their current system required manual invoice generation after every payment – a time-consuming process that reduced operational efficiency.
  • Poor Content Marketing Strategy: No structured approach existed to nurture leads through their sales funnel or effectively showcase their design capabilities to potential clients.
  • Disorganized Contact Management: Their contact database lacked proper segmentation, making personalized marketing campaigns impossible and reducing the effectiveness of their outreach efforts.
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  • Ineffective Landing Pages: Their existing web presence wasn't converting visitors into qualified leads, resulting in missed opportunities.
  • Missing Sales Process Integration: Without proper deal tracking or customer lifecycle management, they couldn't effectively monitor their sales pipeline or scale operations.

They were losing potential clients, struggling with manual processes, and being unable to scale their operations effectively.
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Solution

We implemented a strategic 3-part transformation approach designed to maximize their HubSpot investment. Our HubSpot Expert team ensured every element aligned with their specific business goals while providing ongoing HubSpot Support throughout the implementation process.
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Audit
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Part 1: Strategic Portal Audit & Reset

  • Conducted a thorough 58-point HubSpot portal audit to identify performance gaps and growth opportunities.
  • Researched solutions for subscription discount capabilities and automated invoice generation.
  • Analyzed current data quality and contact organization structure.
  • Developed strategic recommendations for content marketing and client management improvements.
  • Created a roadmap for customer stages and deal tracking built around an agency sales cycle, from first inquiry to signed engagement.

Part 2: Content & Landing Page Optimization

  • Developed a high-converting, mobile-responsive landing page that effectively showcases their design capabilities.
  • Implemented their brand design system using custom HubSpot modules.
  • Created responsive layouts optimized for performance across all devices.
  • Built targeted lead capture forms specifically designed for brand strategy services.
  • Integrated video testimonials and visual portfolio elements to establish credibility and trust.
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Part 3: Training & Process Implementation

  • Delivered sales and reporting training sessions with ongoing HubSpot Support
  • Implemented automated workflows for lead nurturing and customer communication
  • Set up deal tracking and pipeline management for branding projects and subscription services
  • Created best practices documentation for ongoing portal maintenance and optimization
  • Provided HubSpot Expert consultation on advanced features and strategic capabilities
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Results

  • Enhanced Portal Performance: HubSpot configured around how BrandNué sells and delivers branding work, with subscription management and automated processes.
  • Professional Brand Presence: New landing page with mobile-responsive design, integrated video testimonials, and portfolio showcases that effectively communicate their value proposition to potential clients.
  • Streamlined Lead Management: Organized contact database with strategic segmentation, enabling targeted marketing campaigns for different customer personas and business types.
  • Improved Payment Processing: A clear picture of what HubSpot payments can and can't do for subscription services and referral discounts, plus a recommended path to automated invoicing
  • Scalable Sales Process: Implemented a deal tracking system with customer lifecycle management, enabling the team to handle increased volume as market demand continues growing.
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