How This Solutions Partner Audits HubSpot Workflows in an Hour

Tilman Nadolski is the founder of Three Rivers Ops, a HubSpot solutions partner based in Pittsburgh that manages 12 client portals. Most of those portals were inherited, and his manual HubSpot workflow audit used to take 5 to 10 hours each. In this case study, Tilman walks through how he now completes the same audit in about an hour with Howly, checks the impact of turning a workflow off before he touches it, and uses the Audit Report to scope, price, and prove the value of workflow cleanup for his clients. Read the full article: https://blog.howly.io/how-3-rivers-op... Howly is the #1 workflow audit tool for HubSpot Solutions Partners. It maps every workflow connection and dependency, shows the blast radius of a property change before you make it, and exports white-labeled audit reports. Trusted by 250+ solutions partners worldwide. Start your free trial: https://howly.io Open the app: https://app.howly.io Timestamps 0:00 Introduction 1:00 Tilman's HubSpot background 1:48 Starting Three Rivers Ops and inheriting portals 2:18 Why manual workflow audits take so long 3:13 The manual audit process, step by step 4:47 Auditing a portal in Howly in about an hour 6:07 Inspecting a workflow that sets lifecycle stage 7:45 What happens if you turn a workflow off 8:24 Generating a branded client handout report 10:03 Selling workflow cleanup as scoped work 11:43 Using the audit to win new business 12:10 Executive vs. Technical reports 13:28 Where to start with an inherited portal 14:42 The cost of unbilled pre-audit work #HubSpot #HubSpotWorkflows #RevOps