Platform Audits — Landing Page Copy

01 — Remove the road blocks. Then address the real opportunity. 

Eyebrow: PLATFORM AUDITS

H1: Know what to keep, connect, or change.

Body: Understand how your sales, marketing and operating platforms, processes, and data actually work together. Fly More Kites diagnoses what's getting in the way of progress with a practical, detailed prescription. Let's improve what you have, integrate with a game-changing platform like HubSpot, and make intentional systems improvements that meet your business goals.

Primary button: Talk About an Audit

CTA side copy:

More software? Maybe.

Let’s find out before you buy.

Secondary link: See What the Audit Covers

Credential line: HubSpot Solutions Partner

Credential link: View our HubSpot partner profile

02 — What's happening. Why it matters. What to do next.

Eyebrow: UNDERSTAND BEFORE YOU COMMIT

H2: Unfortunately, the problem rarely lives in one login.

Body: A report might deliver inconsistent data. A broken handoff might be begging for a clearer process. A platform everyone blames might be doing exactly what it was configured to do. Even more alarming, your braintrust is fragmented. It's time for an intervention.

We review the systems and the essential work around them, then explain what is happening, why it matters, and what to do next. You get a recommendation grounded in your business requirements and the evidence to support it.

Short expertise label: Strategy, systems, and the people using them

Understand

Map the current setup, the customer journey, and the places where work, information, or sales growth gets stuck.

Prescribe

Bring insight and future-focused recommendations to the table. Then, we explain the trade-offs, identify what deserves attention first, and clearly communicate what's next.

Prepare

Define the project in English -- including human, financial and technical dependencies, issues, effort, and requirements. And, any lingering road blocks or validation needed to move forward responsibly.

03 — Here's where the fun begins.

Section introduction: An audit may recommend a combination of these paths across your systems. HubSpot should have a clear job in the plan.

Panel 1

Eyebrow: KEEP AND IMPROVE

H2: Make the current setup work better.

Body: Keep the platforms that still serve the business. Address configuration, process, data quality, ownership, or reporting before adding more technology. If HubSpot is already in place, the right move may be to make better use of it.

Decision it answers: What can we fix with the tools we already have?

Button: Talk About an Audit

Panel 2

Eyebrow: INTEGRATE WITH HUBSPOT

H2: Connect and protect what needs to stay.

Body: Keep useful systems in place and give HubSpot the information it needs to optimize marketing, sales, and service. Assess the available options and custom integrations, including data ownership, sync direction, field coverage, and maintenance.

Decision it answers: What information should move, between which systems, and why?

Button: Talk About an Audit

Panel 3

Eyebrow: MIGRATE TO HUBSPOT

H2: Plan a move with a business reason behind it.

Body: When replacing a platform makes sense, define your goals before your data destination. Identify what transfers, what needs rebuilding, what should be archived, and how to validate the change with the people who will use it.

Decision it answers: What would a move involve, and is the expected benefit worth the effort?

Button: Talk About an Audit

04 — What the audit examines

Eyebrow: FOLLOW THE WORK

H2: Look at the system and the software.

Body: We agree on the platforms and business questions before starting. A focused audit can examine one important process or the connected systems behind a larger customer journey. This is the magic behind the curtain - invisible to customers, yet essential to improving every touch-point.

People and processes

How inquiries, sales, onboarding, and service move through the business. Who owns each step, what happens at the handoffs, where manual work builds up, and what people need to do their jobs well.

Link label: Discuss Your Processes

Data and connections

Where records live, how they are structured, and how information moves. Review duplicates, missing fields, record relationships, sync rules, integration failures, and whether reports have reliable inputs.

Link label: Discuss Your Data

Platforms and practical fit

The CRM, website, marketing, service, and connected business tools. Review configuration, usage, subscription requirements, integration options, and ongoing ownership based entirely on what the business needs now and in the future.

Link label: Discuss Your Platforms

05 — What you leave with

Eyebrow: A PRESCRIPTION YOU CAN USE

H2: Know what to do next, and why.

Body: An FMK audit produces a written recommendation and a review with your team. Depending on the scope, it includes:

• A map of the current setup: The platforms, important data, owners, and handoffs involved.
• Findings with evidence: What we observed, real business impact, and any limits we encountered.
• A recommended direction: What to keep, improve, connect, or migrate, with alternatives and trade-offs explained.
• A prioritized action plan: What comes first, dependencies, suggested owners, and planning estimates for effort and cost, whenever and wherever enough information is available.
• A HubSpot fit assessment: The jobs HubSpot would perform, required capabilities, subscription considerations, and questions still to resolve.
• An integration or migration outline, when relevant: Data mapping, approach, validation, transition, and team adoption requirements.

Unanswered questions stay visible. If a connector needs a trial, an export needs testing, or a workflow needs a technical proof of concept, we identify that next step before presenting it as a confirmed solution.

An example recommendation

Example label: Illustrative scenario

Your finance platform may remain the authority for invoices while HubSpot manages customer follow-up. The audit could recommend a supported connection for the specific status information the commercial team needs, subject to feasibility checks.

The recommendation would explain the fields, direction, ownership, and checks required. It would also identify information that should stay in the finance system.

06 — How the audit works

Eyebrow: FROM QUESTIONS TO A PLAN

H2: Start with the decision you need to make.

01. Scope the questions

Agree on the business goals, systems to review, people to involve, and evidence needed. Confirm deliverables, access, fees, and timing before the audit begins.

02. Inspect and diagnose

Use walkthroughs, documentation, configuration reviews, and real, representative data samples to understand the current setup. Trace the issues back to their likely causes and record what still needs validation.

03. Recommend and prioritize

Review the options with your team. Explain the recommendation, the trade-offs, the sequence of work, and the decisions needed to proceed.

After the audit: Use the findings with your internal team or an implementation partner. FMK can also scope the recommended integrations, migration, improvements, training, or ongoing support.

07 — Why Fly More Kites

H2: Advice from people who also build the thing.

Body: We bring strategy, design, development, and RevOps into the same conversation. That helps connect a business recommendation to the practical work of delivering it and getting people to use it.

We work with HubSpot, WordPress, and connected systems. Our HubSpot directory profile lists qualifications in platform consulting, implementation, data integrations, CMS development, and reporting.

The audit gives HubSpot a fair test against your requirements. If keeping a system or fixing a process is the better move, the recommendation will say so.

Source link: View FMK Agency’s HubSpot qualifications

Understand first. Prescribe with care.

The ABCs at FMK start with “Always Be Creating.” In an audit, that begins with clarity: connect the people and evidence, understand the opportunity and the problem, and document a recommendation your team can use. Caring means considering the cost, disruption, and ongoing responsibility that come with keeping, connecting, or changing a platform. It also means helping clients protect what they've built with systems and processes that enable growth, all while capturing your hard-earned braintrust, no matter how your teams evolve.

Link: Explore the ABCs at FMK

08 — Optional outside perspectives carousel

Eyebrow: OUTSIDE PERSPECTIVES

H2: Better decisions. Better connections.

Introduction: Published perspectives on choosing priorities and connecting work. These are external sources, not FMK testimonials or endorsements.

Slide 1

Quote: “Strategy requires you to make trade-offs in competing – choosing what not to do.”

Attribution: Institute for Strategy & Competitiveness, Harvard Business School

Context: From its explanation of Michael Porter’s strategy frameworks.

Source link: Read Strategy Explained

Slide 2

Quote: “Communicating and sharing data across departments with ease is key.”

Attribution: Nick Davies, CEO and co-founder, Dentally

Context: From HubSpot’s published customer story about Dentally. This describes a HubSpot customer’s perspective.

Source link: Read Dentally’s HubSpot customer story

09 — Inquiry form

H2: What needs to work better?

Introduction: Tell us about the systems involved and the question you need answered. You can start with what feels broken; you don’t need to diagnose it first.

Field labels:

• First name
• Work email
• Company
• Which platforms are involved? (optional)
• What are you trying to understand or improve?

Platforms placeholder: For example: your CRM, website, marketing, finance, or service tools.

Message placeholder: The recurring problem, missing connection, stagnant project, massive opportunity, or platform decision on your mind.

Submit button: Talk About an Audit

Form note: We’ll use these details to respond to your inquiry. Privacy Policy

Success heading: Let’s get a clearer picture.

Success message: Thanks for the context. We’ll review what you shared and follow up to discuss the questions, systems, and scope of a useful audit.

10 — FAQs

H2: Questions before we start asking questions.

Is the audit free, and what affects the cost?

A Platform Audit is a scoped professional service. The first conversation helps us understand the need and propose the work. Fees and timing depend on the systems involved, data complexity, access, and depth of review. We agree on those details before starting.

Do we have to buy or migrate to HubSpot?

No. We assess HubSpot against the jobs it would need to perform. The recommendation may be to keep and improve your existing tools, integrate some of them with HubSpot, move selected processes, or plan a broader migration.

Can you audit HubSpot if we already use it?

Yes. Upon engagement, we will review how the current setup supports your processes, including data structure, sales pipelines, automation, integrations, reporting, and adoption. We focus the review on the business questions and issues agreed in the scope.

Can you connect HubSpot to any platform?

Feasibility depends on the specific systems and requirements. Supported apps can offer one-way or two-way HubSpot data sync; available objects, fields, and subscription requirements vary. A custom connection may need development and ongoing maintenance. We check the actual requirements before recommending a route. Read HubSpot’s data sync overview.

Will all our data and history move to HubSpot?

That needs to be assessed. We examine the available exports, record types, relationships, identifiers, and historical material. Importing records also requires suitable formatting and mapping. The recommendation identifies what can move, what needs another approach, and what needs testing before a migration is committed. Read HubSpot’s import file requirements.

What access do you need, and will the audit change our live systems?

We agree on access after defining the scope. That can include interviews, screen sharing, documentation, and limited access or samples where needed. The audit is an assessment; production changes and tests that affect live data require a separately agreed implementation scope.

Is implementation included?

The audit covers the agreed assessment, recommendation, and review. Implementation is scoped separately unless explicitly included in the agreement. You can use the findings with your own team, FMK, or another provider.

How does this relate to a Flight Plan?

A Platform Audit focuses on the technology, data, and processes behind a defined business need. It can form part of a broader Flight Plan when the questions also involve positioning, customer strategy, marketing or larger organizational priorities. We agree on one useful discovery scope so the work connects.

11 — Closing marquee

Marquee text: Less guessing. Better decisions. A future-focused tech stack.

Supporting link: Need people to carry the work forward? Explore Fractional Teams.

12 — SEO fields

SEO title: Platform Audits & HubSpot Planning | Fly More Kites

Meta description: Understand your systems and get a practical plan to improve, integrate with, or migrate to HubSpot. Explore Platform Audits with Fly More Kites.