HubSpot Audit
Your Portal, Under The Lens
I uncover inefficiencies in your HubSpot portal and deliver a clear, actionable roadmap so your system works efficiently and drives growth.
What Does an Audit Involve?
A HubSpot audit involves a comprehensive review of your entire portal to identify what’s working well, what’s misaligned, and where there are opportunities for improvement. Below are the six key steps I follow to deliver a thorough and actionable audit:
Discovery & Goal Alignment
I begin by understanding your business objectives, tech stack and HubSpot challenges. This ensures every recommendation is tied to your strategic goals, not just technical fixes.
System Review & User Management
I assess your HubSpot setup, permissions, user access and security to ensure your portal is clean, compliant and efficient for every team.
Data Quality & Structure Analysis
I evaluate your data model, object relationships, property usage, and data hygiene. This includes identifying duplicates, gaps, and unused or misaligned properties that impact accuracy and automation.
Integrations, Workflows & Automations
I review connected tools, integrations and automations to ensure everything syncs properly and supports your processes without introducing errors or inefficiencies.
Hub & Process Performance Review
I assess how effectively each Hub (Sales, Marketing, Service, Data etc) is configured and whether or not your key processes are running optimally.
Reporting, Analytics & Compliance
I assess how effectively each Hub (Sales, Marketing, Service, Data etc) is configured and whether or not your key processes are running optimally.
Actionable Recommendations & Roadmap
You’ll receive a prioritised action plan with clear, practical steps to fix, optimise, and enhance your portal, ensuring HubSpot becomes a true driver of efficiency and growth.
Want To See a Full Portal Audit?
Benefits Of An Audit
Identify Bottlenecks & Inefficiencies
A HubSpot portal audit reveals areas where your workflows, automation, and processes may be slowing down your team or causing errors. By pinpointing these bottlenecks, you can streamline operations and improve overall efficiency.
Maximise ROI from Your Investment
Auditing your portal ensures that all features and tools are being used effectively. This helps you get the most value from your subscription, uncover underutilised capabilities and align y our setup with business goals.
Strengthen Data Quality
Clean, accurate data is crucial for smart decision making. An audit identifies duplicates, outdated records and misconfigured properties, helping you maintain reliable and compliant data.
FAQs
Can we implement recommendations ourselves?
Absolutely! After the audit, you’ll receive a clear, prioritised action plan that your team can follow independently. Alternatively, I also offer a dedicated implementation service to help you put those recommendations into action smoothly and efficiently. Whether you tackle it yourself or lean on my expertise, the choice is yours.
How long does an audit take?
Timelines vary depending on the complexity of the audit - some can be completed in just a couple of days, while more detailed reviews may take up to a week
What do you need from us to get started?
Just portal access and a short kickoff call to align on goals. I handle the rest.
How often should I get a HubSpot audit?
I recommend auditing your portal at least once a year or whenever you experience major changes, like scaling your team or adding new hubs.
Can the audit help improve user adoption and training needs?
I offer ongoing training support and custom onboarding sessions for new team members ensuring consistent usage and faster ramp up times.