Riding the HubSpot Wave

HubSpot
Audit

HubSpot is a powerful and expensive tool. Are you getting the most out of it? Are you using it to its full capabilities? Let us dive in and find ways to optimize your investment.

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What is a HubSpot Audit?

The HubSpot Audit is aimed to clean up your HubSpot platform and ensure that you're using the platform as efficiently and effectively as possible. If you have invested in HubSpot, you know how powerful it can be, but unfortunately, you don't know what you don't know. The HubSpot Audit is focused on helping you to get the very most out of your investment in Marketing Hub, Sales Hub, Service Hub, CMS Hub, CRM, and reporting tools. Each section will be evaluated and our team will make recommendations based on our evaluations and best practices so that you and your team can use HubSpot to effectively reach your goals. Our team will also make suggestions for tools and hubs that you should add and/or remove from your HubSpot stack in order to be more effective with your portal.

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How we evaluate your portal

What We Audit

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Marketing Hub

Marketing Hub includes Free, Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your Marketing Hub including ads, email, social media, blog, landing pages, calls-to-action, forms, campaigns, SEO, and projects.

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Sales Hub

Sales Hub includes Free, Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your Sales Hub including deals, tasks, documents, meetings, playbooks, sequences, and more.

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Service Hub

Service Hub includes Free, Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your Service Hub including ticketing, ticket pipelines, knowledge base, 1:1 video, NPS surveys, customer experience surveys, customer support surveys, tasks, task automation, playbooks, webhooks, and more.

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CMS Hub

CMS Hub includes Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your CMS Hub including mobile optimization, smart content, HubDB, website pages, design manager, content staging, themes, templates, modules, domains, password protected pages, A/B testing, memberships, partitioning, CDN configuration, site performance, and serverless functions.

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Ops Hub

Operations Hub includes Free, Starter, Professional, and Enterprise options. Through the HubSpot Audit, we will evaluate all tools in your Ops Hub including data syncs, programmable automation, webhooks, data quality automation, integrations, and duplicates.

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CRM & Reporting

The HubSpot CRM is at the foundation of everything in HubSpot. Through the HubSpot Audit, we will evaluate all tools in your HubSpot CRM including contact database, properties, duplicate contacts, calculated properties, HubSpot score, conversations inbox, live chat, chat bots, snippets, templates, lists, reporting, and dashboards.

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What's the deal?

Our HubSpot Audit Process

How Long Does it Take to Develop a HubSpot Audit?

Every business is different. Their goals, strategies, and teams are different. Thus - their HubSpot portals are all different. Depending on the size of your organization, needs, goals, HubSpot stack, how long you have been using HubSpot, and how much content you have in your portal, your HubSpot Audit will take between three and eight weeks to develop. This isn't a simple overview, it's a full and actionable document to help you truly cleanup your portal and start using it to the best of its abilities.

What Happens after the HubSpot Audit?

Inevitably, through the HubSpot Audit, our team will uncover changes and updates that need to happen. With the HubSpot Audit in hand, you are equipped with the information needed to update your portal. If you or your team don't have the bandwidth or expertise to implement the recommendations, our team is ready to help. We can develop the right strategy and prioritize changes in order to deliver on the recommendations in the audit.