Partner Branded HubSpot Audits
As part of our commitment to being a Partner focussed product we now offer Partner Branded Reports to Certified HubSpot Partners. Your Partner Brand will automatically be applied to all of your Audits.
Partner Branded HubSpot Audit for Webalite
This Partner Branded hubSpot Audit was created from Webalite's Style Manual and Website.
How Portal-iQ Automates HubSpot Audits
The checkout is simple:
- You complete the form
- Install the Portal-iQ App
- Enter your company details and website
- Complete the Stripe Checkout
- Leave it to us, we'll be in touch via email when your HubSpot Audit is ready.
Portal-iQ then automatically runs the audit:
- An audit is created in the Portal-iQ system
- The HubSpot APIs are used to analyze the data
- The report is compiled using the HubSpot CMS
- The HTML is then published to a PDF
- The Portal-iQ team runs a quality assurance check and emails you the report.
★ ★ ★ ★ ★
Brilliant bit of kit, a game changer for portal audits
I love this! Just plug in the URL and stand back as Mike does all the work (or at least fire off his automations).
– T. Dowling, Swansea, Wales
★ ★ ★ ★ ★
Unlock opportunities in your HubSpot portal with ease
The comprehensive report provided us with detailed intel on our portal, as well as instructions and tips to achieve best practice.
– B. Dillon, Queensland, Australia
White Label HubSpot Audit vs. Partner Branded Audit
The two terms mean the same thing except one term removes bias based on color. So, my personal preference is to use the term Partner Branded Audit.
What can be changed in the HubSpot Audit?
The Portal-iQ Audits are compiled from the HubSpot CMS to HTML, then rendered to a PDF so we can change:
- Typography – we can use your fonts to align the report with your brand
- Colors – your color palette is an essential part of your identity and we can change the panels, charts, fonts and backgrounds to use your colors
- Logo – we can add your logo to the cover, or internal pages
- Header and footer – you can choose the text, or image, for the left and right header, and the left and right footer.
- Section Pages – images and color break up the report for each section e.g. Setup, Contacts, etc.
- Report Name - you can call it a Health Check, Scorecard, Diagnostic, or anything else that aligns with your brand.
- Tag Line - add your tag line to the closing page to leave a lasting impression.
The compiler uses CSS so we have lots of flexibility, but the PDF render has many limitations so not all CSS rules are rendered.
What will be removed from the HubSpot Audit
Portal-iQ content in the co-branded report has links to the Portal-iQ website with tips, tricks and how to articles. With Partner Branded Reports we remove the content (you can keep it if you want to).
Links to review Portal-iQ will also be removed.
Where can customers see Portal-iQ?
The only reference to Portal-iQ is the fine print on the back page which acknowledges the "Portal Audit System" which is the app installed to run the audit.
This report was customized, benchmarked and compiled for (partner name) using the Portal Audit System – a certified HubSpot App designed and developed by Portal-iQ a certified HubSpot App Provider.
When the app is installed in a HubSpot Portal it will show as the "Portal Audit System" by Portal-iQ.
From Co-branded to Partner Branded HubSpot Audits
Portal-iQ HubSpot Audits come standard with co-branded Reports.
Portal-iQ HubSpot Audits are now available with your branding.
Who are Partner Branded HubSpot Audits for?
Certified HubSpot Partners that want to run hubSpot Audits to attract, convert and retain customers with automated HubSpot Audits.
What's easiest for you?
There are 3 ways we can work together to create your report:
- Send us your style manual and our design team will send you a sample report to give us feedback.
- We can create a design from your website. All the fonts, colours and imagery can be composed to create a report aligned with the bran most people see - your website.
- You can send us whatever you have and we can send you a sample report.
Whichever way we do it you'll receive a sample report, with sample data, so you can see the design and make any tweaks you want to.
What else do we need for the reports?
Please send us anything you have to help us align the reports with your brand:
- A high resolution version of your logo (often website logos are compressed).
- Your meeting link (which we add to your Next Steps Page).
- Your tag line (we can add to the header or footer and the back page).
- The name of your report. We're happy to use "HubSpot Audit" but some partners prefer to use softer language like "Health Check" or "Scorecard".
- Any text changes you would like on your Profile Page and Next Steps Page.
How much does it cost?
The Partner Branded Reports is a one time investment of $739 USD.
How long does it take?
Normally, we allow one week to go through a few iterations. If you have an audit you need to get out quickly please email mike@portal-iq.com and we'll see what we can do. And, if needed, we can tweak as we go.
Do you have other questions?
Book a time to speak with Mike Eastwood, founder of Portal-iQ.
Book a demo.
Book a time to speak with Mike Eastwood, founder of Portal-iQ.
Next Steps
Hit the buy now button, pay by credit card, and Mike will be in touch via email to get the details for your Partner Branded HubSpot Audits.
