Is your main digital business platform hindering you or helping you move forward? Could you be getting more out of what you’ve paid for?
Let us review your Hero Package and tell you.
Getting a Hero Package Health Check is like taking your car in for a tune-up. It helps identify any areas that need improvement and ensures everything is running smoothly. A health check can help you optimize your workflows, data quality, and integrations, which means your most important system will work better for you and your team. Think of it as a way to fine-tune your system and get it working at its best!
Here are a few items that we touch on:
- Reviewing the configuration of tools, to ensure that they align with the business processes and are being used effectively.
- Identifying functionality you’ve paid for but aren’t using.
- Evaluating the performance of automation workflows, and identifying potential new workflows.
- Checking the setup of integrations to ensure they are correctly installed and functioning as expected.
- Suggesting suitable integrations of your existing tools that will improve efficiency
- Analyzing the use of reporting and analytics tools to ensure that the right metrics are being tracked and that insights are being used to inform decision-making.
- Evaluating the performance of function-specific automation workflows, such as marketing lead nurturing and lead scoring.
Note: We don’t do any changes as part of this service, this is reviewing your single chosen package. We judge its health and make recommendations for improvements which you can choose to undertake yourself, or seek an expert such as Part of the.team to implement.
No Hero Platform Upsell
Unlike specialist platform implementers, Part of the .team has the advantage of being brand agnostic. We’re a business automation agency. We don’t need to upsell you services of major packages such as ActiveCampaign, Mail Chimp, Asana, Monday, AirTable, ClickUp, Trello, Hubspot, Wix, WordPress etc. we just advise you on what you need.
How we do it
A one-hour meeting with you and your team to understand your situation and concerns.
Six hours of investigation in your Hero Platform account.
Preparation of the Hero Package Health Check Assessment document.
A one-hour meeting with you and your team to discuss the findings of the assessment.
