HubSpot Audit
A thorough portal review that sets you up for success
If your HubSpot feels messy or underperforming, an audit uncovers what’s holding it back. I identify gaps and inefficiencies, then deliver a clear plan to fix them bringing clarity and control to your system.
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What is an Audit?
A HubSpot Audit is a deep dive into your portal. I 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 I follow to deliver a thorough and actionable audit:
Discovery & Goal Alignment
I begin by understanding your business objectives, tech stack and HubSpot challenges. This ensures every recommendation is tied to your strategic goals, not just technical fixes.
System Review & User Management
I assess your HubSpot setup, permissions, user access and security to ensure your portal is clean, compliant and efficient for every team.
Data Quality & Structure Analysis
We evaluate your data model, object relationships, property usage, and data hygiene. This includes identifying duplicates, gaps, and unused or misaligned properties that impact accuracy and automation.
Integrations, Workflows & Automations
I review connected tools, integrations and automations to ensure everything syncs properly and supports your processes without introducing errors or inefficiencies.
Hub & Process Performance Review
I assess how effectively each Hub (Sales, Marketing, Service, Data etc) is configured and whether or not your key processes are running optimally.
Reporting, Analytics & Compliance
I assess how effectively each Hub (Sales, Marketing, Service, Data etc) is configured and whether or not your key processes are running optimally.
Actionable Recommendations & Roadmap
You’ll receive a prioritised action plan with clear, practical steps to fix, optimise, and enhance your portal, ensuring HubSpot becomes a true driver of efficiency and growth.
Want to see an example of what an audit looks 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 optimised 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, I 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 my expertise, the choice is yours.
How long does an audit take?
Timelines vary depending on the complexity of the audit - some can be completed in just a couple of days, while more detailed reviews may take up to a week
What do you need from us to get started?
Just portal access and a short kickoff call to align on goals. I handle the rest.
How often should I get a HubSpot audit?
I 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?
I offer ongoing training support and custom onboarding sessions for new team members ensuring consistent usage and faster ramp up times.