Book Your HubSpot Portal Audit Today

Make HubSpot Work Harder For You

Understand what needs to be fixed, why its broken and how to fix Your Hubspot

HubSpot is an incredibly powerful platform with hundreds of features, integrations and tools across Marketing, Sales, Service and Operations Hubs.

It can be tough to know if everything is set up as well as it should be to get the best from the functionality, though. As highly accredited, IMPACT award-winning HubSpot partners, we know how to get the most out of your HubSpot portal; from how HubSpot fits seamlessly into your tech stack, or even replaces other tech, to how it simplifies and enhances your daily processes to deliver substantial efficiencies and returns.

Our HubSpot portal audit will help you do just that. We will review what has already been built in your portal and provide you with actionable recommendations around automation, segmentation, customisation and sales enablement. Whether you’re relatively new to HubSpot or working in an enterprise-level organisation, our audit will uncover inefficiencies, offer new ideas and concepts for improving lead nurture, suggestions for streamlining the sales hand-off process and guidance on how to make better use of your CRM data.

Professional HubSpot Portal Audit

HubSpot Portal Audit & Report

What is included?

Every HubSpot portal is unique, from the workflows to custom properties so not everything listed below will be relevant to your organisation. Our approach will be tailored to both your existing system, your objectives as well as your specific business requirements.

Our HubSpot Portal Audit typically includes, but is not limited to:

CRM

Analysis of your database structure and organisation in line with your needs.
Review of active and static lists.
Preparation of suggestions to improve the accessibility and value of your data in your sales and marketing efforts

Find Out Why You Should Choose HubSpot for Your Business's CRM

Marketing Hub

Assessment of the usage of available, relevant functionality in the hub
Assessment of how lead capture functionality is being deployed across the site
Review of existing workflows including their effectiveness and functionality.
Suggestions for additional workflows for process, sales and marketing purposes.
Verification that custom properties have been set up correctly.
Review of qualification and scoring mechanisms.

Find Out More About Marketing Hub

Sales Hub

Assessment of CRM set-up in line with defined sales process
Review of sales hand-off process.
Analysis of current reporting and notification setup.
Review of existing pipeline(s) structure.
Review of re-qualification and nurture mechanics.

Find Out More About Sales Hub

HubSpot's Service Hub

Review of Inbox setup including multiple channel connections.
Review of existing ticket automation structure and flow.

While HubSpot now offers Data Hub as well, it is not included as this is most appropriate to cover in an integrations audit. However, we are very happy to discuss with you an existing Data Hub set up or if it could benefit your business.

Find Out More About Service Hub

Your Personalised HubSpot Audit Report

Each written report is researched and prepared following our proven process, fully customised to you, by one of our HubSpot experts with a background in digital marketing best practice. The report will summarise our findings and offer advice on ways to address each element in order to get full value, benefit and efficiency from the portal. Our Report aims to be helpful and implementable with practical advice and resources to help.

How much does the Portal Audit & Recommendations Report cost?

Typically an audit with report is the first stage of work we undertake with any HubSpot client and it is essential in helping us plan and structure a strategy for our work and priorities going forward. We work on HubSpot instances that are single Hubs all the way through to full the full customer suite at Enterprise level with millions of contacts. Therefore the scale of an audit would be very different. For this reason when you contact us and explain what Hubs you have and at what level, Professional, Enterprise and any Starter elements we are then able to provide you with a cost for the audit. As HubSpot Partners we are keen to share our skills and experience to get HubSpot users using the platform to its full potential so we price these audits very competitively for the amount of work that goes into creating them.

Book Your HubSpot Audit Today

Complete this form with your details, and our HubSpot-certified experts will be in touch to arrange your audit and help maximise your digital investment!

Knowledge Hub

Looking for practical insights to boost your business growth?

Our Knowledge Hub is packed with expert guides, industry analysis and actionable tips to help you navigate the complex world of RevOps and digital transformation. Dive in to learn how to align your systems for maximum impact.