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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 (6-10 pages, depending on scope)
- Two One-Hour Workshops via Zoom Video (at beginning and end)
- 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
$1,500
Organize and streamline your processes, refine overall performance within your sales, marketing, and service teams.
Hubspot Audit FAQs
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 5+ years of advanced HubSpot experience and 12+ HubSpot Academy certifications.
How much does a HubSpot Audit cost?
While some freelancers or agencies may offer a free audit, it's important to remember that this is often just a tactic to generate leads. At our agency, we believe in providing thorough and high-quality service, which is why we offer a Hubspot audit project for a flat rate of $1000.
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.
What is included in a Hubspot portal audit?
Each HubSpot Portal Audit includes:
- Summary of Findings Report (6-10 pages, depending on scope)
- Two One-Hour Workshops via Zoom Video (at beginning and end)
What is reviewed in a Hubspot audit?
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
- User permissions and access
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.)
Happy Customers
Coming into a new role, I inherited a pretty messy HubSpot implementation and didn't know HubSpot myself. I engaged Corina to complete an audit, then work together with me to do the cleanup. In this way, we got the work done and I got up to speed on HubSpot with a lot of 1:1 training. The whole process was fantastic. Corina was knowledgeable and responsive, always ready to hop on a call or respond to a quick email to answer my many questions. She recommended automations and best practices to streamline our processes, suggested a couple of integrations to quickly get data cleaned, and helped build new reporting -- to name just a few ways she provided big value. If you're looking for tailored HubSpot help, I highly recommend Corina.
Jennifer Tribe
Head of Marketing | Pro Navigator
We engaged Corina to do an audit of HubSpot, clean up some of the data we imported and put some best practices in place for data management and customer journey. She also optimized and automated our sales pipeline making it a lot less manual for our sales team. She was a huge asset to our team, knew HubSpot very well and was always thinking about the best ways to implement to get better results. I highly recommend her!
Kim Tartavull
Marketing Director | Finli
We can't say enough good things about working with Web Imagine. Anytime we don't know how to fix or implement something in HubSpot, our immediate thought is, "Corina probably knows!". We would highly recommend Web Imagine for ANY companies' HubSpot implementation and integration needs.
Tabitha Flythe
Director of Marketing | Castra Managed Services
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