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HubSpot Audit
A thorough portal review that sets you up for success
If your HubSpot feels messy or underperforming, our audit uncovers what’s holding it back. We identify gaps and inefficiencies, then deliver a clear plan to fix them bringing clarity and control to your system.
What is an Audit?
A HubSpot Audit is a deep diagnostic of your portal. We review the full setup across hubs, properties, workflows, reports, users, and more, to identify gaps, inefficiencies and misalignments. You’ll walk away with a clear, prioritised action plan to clean up your system, improve performance and drive better results.
What Does an Audit Involve?
A HubSpot audit involves a comprehensive review of your entire portal to identify what’s working well, what’s misaligned, and where there are opportunities for improvement. Below are the six key steps we follow to deliver a thorough and actionable audit:
Discovery & Goal Setting
We start by understanding your business objectives and current HubSpot challenges.
Full Portal Review & Hub Alignment
We conduct a deep dive into your entire HubSpot setup including CRM structure, pipelines, automation, workflows, permissions, reporting and integrations to identify what’s working, what’s missing and where improvements are needed.
Data Health Check
We assess your data quality, identifying duplicates, unused properties and issues affecting segmentation and reporting.
Performance & Compliance Evaluation
We evaluate system performance and ensure your setup adheres to HubSpot best practices and any industry specific compliance standards.
Actionable Report & Recommendations
We provide a clear, prioritized report detailing findings and suggested fixes.
Review & Next Steps
We present the report to your team, answer questions, and help plan the best path forward for optimisation.
Want to see an example of what the results of an audit would look like?
Why It Matters
If your HubSpot setup is messy, misaligned, or underused, it’s holding your business back. An audit gives you clarity, confidence, and a roadmap to get more value from the tools you're already paying for. In fact, companies with well-optimized CRM systems see up to a 30% increase in sales productivity and a 25% improvement in customer retention.
FAQs
Can we implement recommendations ourselves
Absolutely! After the audit, you’ll receive a clear, prioritised action plan that your team can follow independently. Alternatively, we also offer a dedicated implementation service to help you put those recommendations into action smoothly and efficiently. Whether you tackle it yourself or lean on our expertise, the choice is yours.
How long does an audit take?
Most audits take 1–2 weeks, depending on the size and complexity of your portal.
What do you need from us to get started?
Just portal access and a short kickoff call. We handle the rest.
How often should I get a HubSpot audit?
We recommend auditing your portal at least once a year or whenever you experience major changes, like scaling your team or adding new hubs.
Can the audit help improve user adoption and training needs?
We offer ongoing training support and custom onboarding sessions for new team members ensuring consistent usage and faster ramp up times.