Why & When to Audit Your HubSpot Workflows: Half Three | Grind Tech

HubSpot workflows are nice for automating mundane duties. And whereas they’re largely a set it and neglect it technique, it is necessary to audit them every so often or when your online business goes via large modifications;

In Half 1 of this sequence, we mentioned the significance of including advertising automation to your advertising technique. In Half 2, we share a few of our favourite workflow concepts.

In Half 3, we’ll speak concerning the significance of auditing your workflows and when it is advisable assessment them.

How it is best to audit your HubSpot workflows

Auditing your workflows is simply as necessary as creating them within the first place. Why? As a result of issues change. Your clients change, your merchandise change, your online business modifications, and also you wish to ensure that your workflows mirror this.

The right way to audit your workflows:

Export workflows to a Google or Excel spreadsheet

Begin by taking a look at all of your workflows in a single place. Viewing them in Excel or Google lets you take notes, spotlight, or bookmark those you have reviewed so you do not get overwhelmed (which may occur when you have lots!).

Make a “Cleanup” column in your spreadsheet

With these columns, you possibly can flag which workflows want extra assessment. You can even create filters or labels comparable to Energetic, Unused, and Pointless.

Get buy-in out of your staff

Earlier than you take into account one thing pointless or unused, meet along with your staff to attempt to determine who made it, why it was made, if it ought to be thrown away, or if you can also make changes to make it profitable once more.

Delete the pointless

If you have not used a workflow for greater than six months and nobody in your group wants it, then it is protected to delete it. Your portal will likely be simpler to navigate for those who solely have what you want. For those who assume a workflow will likely be used once more, mark it as inactive.

Set up your remaining workflows

When reviewing your workflows, pay particular consideration to your naming conference. Is it normal or is it uncontrolled? If it is the latter, get your staff collectively to create a naming conference that works for everybody. Attempt to embody an individual, a subject, and a purpose. No matter lands must make sense throughout your whole firm, so everyone seems to be on the identical web page.

When to audit your HubSpot workflows

It is a good suggestion to assessment your workflows each time your online business goes via a significant transition. With a big inflow of workers, modifications, or each, processes are sure to vary. Do not lose any of your exhausting work within the limbo of every thing.

The large modifications embody:

• sale or acquisition
• Launch of latest product
• rebrand
• product/service decline
• organizational restructuring

Audit HubSpot workflows to keep up effectivity

It is easy to set and neglect day-to-day duties with advertising automation instruments, however remember to verify again each every so often. You might need a workflow that nobody makes use of or (gasp!) one which lowers buyer satisfaction.

Do you may have so many workflows that you just’re not even certain the place to start out? Our onboarding staff it might probably show you how to reduce via the noise and even discover new workflows that work finest for you. begin at this time.