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Hubspot Audit

The HubSpot Audit is an in depth review of all the tools in your account to ensure that you're using the platform as efficiently and effectively as possible. Each section will be evaluated and we will make recommendations based on our experience and best practices. 

What is included

Each HubSpot Portal Audit includes:

  • Summary of Findings Report (4-8 pages, depending on scope)
  • Two One-Hour Workshops via Zoom Video (at beginning and end)
What is reviewed:
  • CRM: lists, workflows, general data hygiene, properties, workflows
  • Sales Hub: Deals, Documents, Meetings, Sequences, Templates, and Tasks
  • Marketing Hub: campaigns, ads, forms, CTAs, emails, buyer personas, blogs, landing pages
  • Service Hub: conversations, tickets, knowledge base, automation, feedback surveys
Hubspot Audit


Organize and streamline your processes, refine overall performance within your sales, marketing, and service teams.


FAQs (Frequently Asked Questions)

Do I need Hubspot?

All services require HubSpot software – Hubspot subscription not included.

Which levels of HubSpot are supported?

The HubSpot Audit is for Professional or Enterprise level subscriptions of HubSpot Marketing Hub, HubSpot Sales Hub, or HubSpot Service Hub. (Free and Starter levels of HubSpot are not supported.)

How long does it take to develop a Hubspot audit?

Depending on the size of your organization, needs, goals, HubSpot stack, how long you have been using HubSpot, and how much content you have in your portal, your HubSpot Audit will take between 2 and 4 weeks to develop.

What are the credentials of the expert conducting this audit?

Your HubSpot Portal Audit will be completed by an Hubspot Gold Partner with 4+ years of advanced HubSpot experience and 12+ HubSpot Academy certifications.

What happens after the Hubspot audit?

With the HubSpot Audit in hand, you are equipped with the information needed to update your portal. If you or your team don't have the bandwidth or expertise to implement the recommendations, our team is ready to help. We can develop the right strategy and prioritize changes in order to deliver on the recommendations in the audit.

Happy Customers


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