Mini HubSpot Audit

Get Tailored Solutions to Your HubSpot Challenges

Have up to 4 burning questions about HubSpot you need answered? This is the perfect option for you.

Whether it’s untangling a setup issue, exploring new features, or figuring out how to make HubSpot work better for your goals, we’ll provide detailed answers, actionable recommendations, and next steps—all wrapped up in a handy document you can reference anytime. Let’s get those questions solved!

Identify Gaps & Missed Opportunities in Your HubSpot Portal

If you’ve ever asked yourself any of these questions, the Mini HubSpot Audit is a great way to “dip your toes in the water:”

1. I don’t know what’s being automated, but emails and SMS are being sent out. Is it set up correctly?
2. I want to build a list or report, but I’m confused by all the properties. Where do I start?
3. Are we using the right tools and features for our business needs?
4. Why does our workflow feel clunky? Could we streamline things more effectively?
5. How do I know if we’re missing out on HubSpot’s newest features or AI capabilities?
6. Is my data clean and organised, or is it holding us back?
7. Our integrations seem like they’re syncing correctly, but why are we still losing valuable data?
8. What’s the best way to personalise our communications without overcomplicating things?

These are just a few examples of the kinds of questions we can address to uncover hidden opportunities, simplify processes, and help your HubSpot work smarter for your business.

If after purchasing the mini audit and you decide you want the full deep dive audit, then we’ll deduct it from the full deep dive audit.

Unlock the full potential of Hubspot AI (without the overwhelm)

Feeling like you’re missing out on HubSpot’s AI features and betas? Unsure which tools are actually useful for your business—or maybe the basics still feel like a puzzle?

If you don’t want a full audit, but still want to be in the know, this is the perfect option for you if:

• You’ve heard about HubSpot’s AI but don’t know where to start.
• You’re curious about betas but unsure what’s relevant.
• You’re overwhelmed by features because your foundations aren’t rock solid yet.
• We’ll give you tailored advice, clear next steps, and no fluff—just practical recommendations to help you confidently explore HubSpot’s latest and greatest tools.