ServicesHubSpot and Marketing OpsHubSpot Optimization and Audit
Get more from the HubSpot you already pay for
A free audit shows what’s working, what’s dormant, and what to fix first.
HubSpot Gold Solutions Partner
HubSpot Gold Solutions PartnerIn short
What is a HubSpot audit?
A HubSpot audit is a review of how your portal is set up and used. It checks data quality, lifecycle stages, workflows, reporting, and how marketing and sales work in the system, then gives you a prioritized list of fixes so you get more from the HubSpot you already pay for.
Overview
You’ve already invested in HubSpot. The question is whether it’s earning its cost.
Our audit looks at how your team uses the platform today and where it’s leaving value on the table.
At a glance
- Data health
- Automation
- Lead scoring and routing
- Reporting
- Module use
How it works
How the audit works
Review
We look inside your portal.
Diagnose
Find broken, dormant, and missing pieces.
Prioritize
Rank fixes by impact.
Fix
Your team or ours makes the changes.
The audit
Five things we check in your portal
Data health
Duplicates, missing fields, and lifecycle stages that don’t match reality. Bad data quietly breaks everything downstream.
Automation
Workflows and sequences that are broken, dormant, or missing. We find automation you’re paying for but not using.
Lead scoring and routing
Whether the right leads reach the right people. Slow or misrouted leads cost deals.
Reporting
Whether you can see pipeline by source and campaign. If you can’t answer the board’s questions, we show you why.
Module use
Tools you pay for and don’t use. Sometimes the fastest win is turning on what you already own.
A closer look
What we look for in your portal
- Lead and deal reporting
- Shared definitions and lead scoring
- A pipeline that fits your sales process
Every audit asks the same core questions. Are you reporting on deals, or only on leads? Do sales and marketing agree on the definitions for every term? Is lead scoring set up so leads are delivered and measured correctly? Is your pipeline built to support your own sales process?
The answers show where HubSpot is helping and where it’s getting in the way. You get a prioritized list of fixes, starting with the changes that will make the biggest difference.
The audit is free, and the findings are yours. Many teams fix things on their own. Some bring us in for the larger items, like rebuilding lead scoring, redesigning the pipeline, or setting up deal reporting.
What success looks like
What changes for your team
A clear, ranked list of fixes
More value from your current license
Reporting you can stand behind
After the audit
You get a prioritized list of fixes. Use it with your team, or we can make the changes for you.
Questions
Common questions
Is the audit really free?
Yes. There’s no cost and no obligation. Use the findings with your own team if you like.
What do you need from us?
Access to your HubSpot portal and a short call about your goals. We handle the rest.
What does the audit cover?
Data quality, lifecycle stages, workflows, reporting, and how marketing and sales use the portal. You get a prioritized list of fixes.
Do we have to work with you afterward?
No. The findings are yours. Many teams fix things on their own, and some bring us in for the bigger items.
Your goals are growing. Your team can keep up.
Discovery calls take 30 minutes. If we’re not the right fit, we’ll tell you and point you to who is.