HubSpot Portal Audit

HubSpot Audit: What's Included

We take a holistic approach to our audits while tailoring our focus based on your HubSpot implementation's complexity and priorities. Depending on which Hubs you're using and which features you have implemented, your audit will cover some of the following components (and more!).

HubSpot CRM

Settings: We review your HubSpot implementation setting by setting to understand choices made and functionality potentially missed. We also check the number of contacts against the subscription type to identify potential cost-savings. 

Contacts & Companies: We check for duplicate records and assess how many could be cleaned up – particularly marketing contacts. We also test the whole list for valid emails.

Lists: We look at your lists to see if any aged ones are no longer used or if an organization structure can be implemented to support your team better.

Properties: We look at your properties and find potentially redundant or unnecessary ones that may be cluttering your data.

Workflows: We review your workflows to provide a look into how each is being used, which ones need to be fixed, and which are not necessary for your current usage.