1. Contact Management
- QA Contact Record Collection
- Confirm all forms are creating or updating contact records
- Ensure lists are being properly utilized
- Verify that there are lists for all data collection points (e.g. forms, newsletters, etc.)
- Confirm naming structure is adopted and in use
- Ensure personas are being applied
- Check that personas are developed and listed
- Ensure forms have a field to assign personas
- Ensure lifecycle stages are being used
- Check that the "lifecycle" properly is added to multiple forms, lists and workflows
- Confirm SQL leads are being pushed to sales team
- Check that lead scoring is set up
- Verify positive and negative attributes are assigned
- Check that progressive profiling is set up
- Make sure smart fields are being used
- Ensure smart forms fields in queue are ordered by priorty
2. Content Management
- Ensure emails are optimized
- Determine is multiple templates are in use
- Confirm naming structure is adopted and in use
- Check if personalization is used in emails (e.g. name, company, conversion, etc.)
- Ensure emails are saved for automation if being used in workflows
- Ensure Call-to-Actions are being properly used
- Ensure CTAs (smart or standard) used for all main conversion points
- Ensure CTAs (smart or standard) appear on all pages and landing pages
- Ensure Smart CTAs have multiple rules
- Confirm the blog is not in use
- Landing pages are used and optimized
- Check if smart CTAs have been implemented
- Determine if custom content has been implemented (using COS if you have Professional or Enterprise edition)
- Ensure thank you pages and in-line messages are being properly used
- Ensure all content is assigned a campaign
- Verify that campaigns for business initiatives/goals are set up
- Ensure social post monitoring & scheduling are set up
3. Workflows
- Ensure workflows are being used
- Verify that workflows exist for each service area
- Verify that multiple workflows have active contacts
- Ensure a naming structure is being used
- Check that associated workflows are named similarly
- Review criteria for all workflows
- Ensure enrollment settings are accurately configured
- Verify that there is a description for the workflow
- Test a sample for glaring issues (e.g. no delay before drip campaigns, email settings, outdated workflow options, broken if/then triggers)
- Check that there is a goal for the workflow
- Ensure workflow settings are accurately configured
- Ensure date/time range for executing actions is accurate
- Ensure campaigns is assigned to workflow
- Ensure re-enrollment options are accurate
- Ensure suppressions and priorities are accurate
4. Integrations
- Ensure all web forms integrated with HubSpot
- Verify that as many fields as possible have been assigned to the form
- Send a test submission through the forms
- Ensure CRM properly integrated with HubSpot (Salesforce, Zoho, etc.)
- Ensure all necessary fields between HubSpot and CRM are mapped
- Verify that there is a CRM sync list
- Check for any errors in integrations
- Confirm all integrations are syncing correctly
- Confirm all field mappings are properly syncing
- Confirm API call limits are not being hit