HubSpot Audit

GET A HEALTH CHECK

Unlock the Full Potential of Your HubSpot Portal

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.

We help you identify gaps, streamline processes, and maximize ROI with our comprehensive HubSpot audit tailored to your business needs

Whether you're a long-time HubSpot user or recently onboarded, our audit is ideal if you:

  • Suspect inefficiencies in your current setup

  • Want to ensure you're maximizing your HubSpot investment

  • Are planning to scale and need a solid foundation

  • Have experienced team changes affecting HubSpot usage

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IS YOUR SETUP HOLDING YOU BACK?

A Deep Dive into Your HubSpot Environment

Our thorough audit covers:

  • CRM Data Quality: Assessing data cleanliness, duplication, and structure

  • Marketing Automation: Evaluating workflows, email campaigns, and lead nurturing processes

  • Sales Processes: Reviewing pipelines, deal stages, and sales automation

  • Service Tools: Analyzing ticketing systems, knowledge bases, and customer feedback loops

  • Integrations: Checking third-party integrations for efficiency and effectiveness

  • AI: And if you're interested, we can go deeper into how you can AI-fy your business
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FOR A BETTER TOMORROW

Actionable Insights and 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.

Post-audit, you'll get a comprehensive report detailing:

  • Areas performing well and those needing improvement

  • Specific recommendations with step-by-step guidance

  • Suggestions for leveraging new or underused HubSpot features

  • A roadmap to enhance your HubSpot portal's performance

Get A Roadmap Of Recommendations

Results That Speak For Themselves

She was great – I give her a 10 all the way! Very thorough and I love the comprehensive audit report she provided

DIRECTOR MYRNA.A

We enjoy working with Ayssa to customize/optomize our HubSpot CRM. She is a professional – understands the issues and creates easy to use solutions quickly. I highly recommend for any HubSpot work!

DIRECTOR CHRIS.D

I was recommended Alyssa via another supplier in my industry. We had a meeting and talked through what I was trying to do and I was very happy that she knew what I was talking about. She had her own suggestions and continues to provide me with insight

DIRECTOR ANDREA.K
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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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