HubSpot Audit

4.9 /5

HubSpot Partner rating

500+

implementations done

Why consider a HubSpot audit?

You're keen to understand the full potential of your HubSpot investment, but you suspect there are overlooked features or processes in your HubSpot setup and you could get more out of the system.
You believe in data-backed decisions and want insights and a clear roadmap to enhance your HubSpot usage.
You're unsure if your deal and ticket workflows are streamlined for maximum efficiency, and you want to ensure that every contact and company is being managed optimally within HubSpot.
You need insights on how to enhance lead scoring, automations, emails, and list setups.
You want expert eyes on your CTAs, social media integrations, and ad account alignments.
You're keen to ensure your dashboards and settings—including GDPR—are fine-tuned for your needs.

What do we review?

HubSpot technical audit = reviewing your HubSpot usage of features, technical setup, process flows → making sure your HubSpot setup suits your needs. Here’s the audit in more detail 👇

HubSpot technical audit covers the following topics:

Contacts, Companies
Deals, Tickets
Lead scoring, Automations, Emails, Lists
CTAs, Social media accounts, Ads accounts
Dashboards, Settings, GDPR-settings

What you get

You get a report explaining...

what works well
What could be better, including a concrete list of actions to fix it
what needs to be fixed immediately, including a concrete list of actions to fix it

Examples of findings

Effective segmentation in your contacts and companies leading to targeted campaigns.
Underutilized features within deals or tickets that can automate repetitive tasks.
GDPR-settings misalignments that might expose you to compliance risks, with steps to amend.