HubSpot Audit

GET A HEALTH CHECK

Are You Making the Most of HubSpot?

HubSpot is a powerhouse, and chances are, you already know that. But here’s the thing—most businesses are only scratching the surface. Or worse, HubSpot ends up in the “too hard” pile when things get overwhelming.

Another common trap? Teams change, HubSpot gets passed around, and suddenly, there’s no clear strategy or plan in place. Add to that HubSpot’s constant evolution—new AI features, beta releases, and updates—and you could be left with processes that haven’t been touched in years, creating gaps, inefficiencies, and missed opportunities.

A health check gives you the clarity to see what’s working, what’s not, and how to supercharge your HubSpot game to drive real growth.

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HUBSPOT AUDIT

Identify Gaps & Missed Opportunities In Your HubSpot Account

Getting setup and navigating around HubSpot is the easy part (thank goodness for brilliant UI/UX). But it takes a lot of time to truly understand the intricacies and power of HubSpot- especially with continuous product changes and upgrades. There are always untapped opportunities, room for improvement and process optimisations to be done in your HubSpot account.

By getting an audit (after understanding your business goals & needs, of course), we will help you identify missed opportunities, share new perspectives and find better ways of achieving your goals with HubSpot.

FOR A BETTER TOMORROW

Get A Roadmap Of Recommendations

This isn’t your standard audit. It’s a personalised list of recommendations designed to show you how to use HubSpot smarter and better.

We’re not here to overwhelm you with jargon and “stuff” (well, it can be overwhelming at the beginning!) —we’re here to give you clear, actionable advice. Whether it’s leveraging hidden features, fine-tuning automations, or spotting areas for improvement or identifying blind spots (!), we’ll provide the insights you need to level up your HubSpot game.

Not sure if you need a health check? If any of these questions crossed your mind, it’s time:

  • Are we using HubSpot effectively for our business needs?
  • Are we making the most of HubSpot’s tools, apps, and integrations?
  • Could we be missing valuable opportunities within HubSpot?
  • How can we improve results and streamline processes?
  • Are there mistakes in our setup that are holding us back?
  • What can we do differently to boost productivity and efficiency?
  • Are there additional workflows or tasks we could automate?
Get A Roadmap Of Recommendations
WANT TO KNOW MORE?

FAQs

How long does an audit take?

Generally, these are the timelines we work with. We will always take the time to understand the way you’re using HubSpot and your business goals, marketing plans and sales processes before starting the audit. It’s important that we understand the context before going deep into your HubSpot account with a fine-tooth comb.

Marketing/Sales Pro: 3-5 days from kick-off call

Marketing/Sales Enterprise: 5-7 days from kick-off call

How often should I be doing an audit?

Depending on your business size and how you use HubSpot, it is good to do health checks every quarter. If you’re short on time, we can do an audit for you and share our unbiased ideas and point of view.

What do I get out of paying for a HubSpot audit?

At the end of the audit, you will get an unbiased list of ideas on what areas are working well, how you can improve HubSpot, major warning signs that could lead to detrimental outcomes in the future and HubSpot apps/integrations you could use but aren’t yet. You’ll get the what, why & how.

Do you have tiering options for a HubSpot audit?

We generally prefer auditing the whole platform as they’re all interconnected and context could be missed. However, we could break up the audits into chunks (Marketing, Sales and Service Hub) if that suits your business better.

We offer tiered pricing too as the HubSpot software level you have will also determine the functionalities you have available.

I'm one of your customers. Do I need to pay for an additional audit?

If you’re on a retainer with us, we will do regular health checks for you so not to worry, this will be taken care of!

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