HubSpot Audits

HubSpot Audits

Get more value out of your HubSpot investment by working with our team to audit your portals.  Whether you have HubSpot CRM, Marketing Hub, Sales Hub, Service Hub or all of the above, we will help you identify key areas where you can optimize your efforts and pay only for the software you need from HubSpot. We evaluate for you all three hubs.

  • CRM
  • Marketing Hub Starter, Pro, and Enterprise
  • Sales Hub Starter, Pro, and Enterprise
  • Service Hub Pro and Enterprise
View Our Audit Services

CRM

We will audit your HubSpot CRM and help you track customers and leads at different stages in your buyer’s journey. All yours cluttered with outdated and unused information can be sorted so you can use CRM to its fullest potential.

CRM Audit - A Checklist

  • Data formatting
  • Identifying duplicate records
  • Merging duplicte records
  • Identifying bounced, unsubscibed, unengaged contacts
  • Lifecycle stages are tagged to records or not?
  • Data Segmentation
  • Lead status are tagged to each contact record or not
  • Auditing Buyer Persona's that are tagged to each contact record or not
  • Auditing live chats and bots
  • Inspect data security
  • Lead scoring
  • Lead assignment
Chat with a HubSpot Guru

Marketing Hub

Are you missing marking and sales opportunities? New to HubSpot and can’t seem to fix or even figure out the challenges? We will conduct an audit on your HubSpot portal so that you can attract the right audience, convert more visitors into customers, and perform inbound marketing campaigns at scale.

Marketing Hub Audit - A Checklist

  • Converstion rates
  • Examine CTAs and forms
  • Email Health check
  • A/B Testing of Emails
  • Smart Rules & Personalization token
  • Workflow audits
  • Goal and conversion
  • Email deliverity
  • Blogging Iteration
  • Social Calender
  • Google search console and Tracking code
  • SEO cluster
  • Assesing campaign tool
  • Conversions coming from Landing Pages
  • Optimizing LP
  • Files and Templates
  • Marketing sales hand off
Chat with a HubSpot Guru

Sales Hub

We will carry out a HubSpot Sales Hub portal audit to help you improve your templates, tasks, snippets, files, emails, and other custom objects so that you can benefit from using it. So, start examining your sales activities and generate the needed initial leads for your business.

Sales Hub Audit - A Checklist

  • Analysing deal pipelines
  • Examine Sales activity and tracking
  • Forecasting and goal examine
  • Product library and Line items
  • Tasks queues analysis
  • Auding sequence tool
Chat with a HubSpot Guru

Service Hub

We will audit your service hub to ensure effective targeting, genuine personalization, proper tracking, set up a desk, and greater segmentation. We ensure to cut down on future wasted time, improve performance and minimize confusion by reevaluating your services goals.

Service Hub Audit - A Checklist

  • Ticketing automation
  • Knowledgebase
  • Auditing Surveys
  • Suppression of greyemail
  • Intergration & analytics Auditing
  • Reports & Analytics
  • Custom Reporting audit and Dashbard
Chat with a HubSpot Guru

Ready to RevUp?

Stop settling for barely getting by or missing your goal. Achieve more in less time when you work with a team of strategic, creative, and demand generation experts.