HubSpot Audit
A CRM audit is the process of assessing your CRM system to ensure there are no data gaps, all sales processes are efficient, and there are no issues with the system. The audit also analyses how employees and management use the CRM software, its impact on the business, and how it can be improved to provide more value.
Know Your HubSpot CRM Inside Out
HubSpot Audit involves analysis of your HubSpot CRM, so you understand HubSpot better & customize it your WAY after completing the HubSpot site audit!
Justify HubSpot Investment
HubSpot portal audit helps to generate more revenue and leads with the best CRM tips & tricks, hence justifying your HubSpot CRM software investment.
Fill Marketing & Sales Funnel Gaps
Hubspot site audit identifies where your leads are lost in funnel to create strategies for improving funnel & pipeline performance. HubSpot site audit targets overall user experience.
Get HubSpot Audit Services for
Sales Hub
Marketing Hub
Service Hub
CMS Hub
CRM
HubSpot Audit Checklist
Overall Platform Assessment
- Identify which Hubs are currently in use (Marketing, Sales, Service, CMS, Operations)
- Review current subscription tier for each Hub (Free, Starter, Professional, Enterprise)
- Evaluate if current tiers align with business goals and needs
- Check if you're paying for features you don't use
- Identify missing capabilities needed for growth objectives
CRM Core Assessment
- Audit contact database organization and cleanliness
- Check for duplicate contacts and companies
- Review lead scoring implementation
- Assess data synchronization across teams and devices
- Evaluate custom field usage and organization
Sales Hub Audit
- Assess sales pipeline organization
- Review sales email templates and performance
- Check lead follow-up processes and automation
- Evaluate sales reporting and analytics usage
- Review deal stage definitions and progression
- Assess sales and marketing alignment
Service Hub Audit
- Review ticketing system organization and efficiency
- Assess knowledge base content and organization
- Evaluate customer feedback collection methods
- Check service automation workflows
- Review customer satisfaction metrics
- Assess customer communication channels (chat, email, phone)
CMS Hub Audit
- Evaluate website design and user experience
- Check mobile optimization
- Review website performance metrics
- Assess content organization and strategy
- Review SEO implementation on web pages
- Check for broken links and technical issues
Operations Hub Audit
- Review data management processes
- Assess business process automation
- Check app integrations and data synchronization
- Evaluate custom field mapping
- Review data quality and cleanliness
Integration Assessment
- Identify all current third-party integrations
- Evaluate integration performance and data flow
- Check for redundant systems or processes
- Assess if additional integrations could improve workflows
Team Usage and Training
- Evaluate team adoption rates across departments
- Assess team knowledge of available features
- Review user permissions and access controls
- Identify training needs and knowledge gaps
- Check if team is utilizing HubSpot Academy resources
Strategic Alignment
- Assess if HubSpot implementation aligns with 3-year business goals
- Review if current setup matches business model and customer journey
- Evaluate ROI of current HubSpot investment
- Identify opportunities for better leveraging HubSpot capabilities
Marketing Hub Audit
- Review inbound marketing campaign performance
- Assess SEO optimization strategy
- Evaluate email marketing templates and performance metrics
- Check marketing automation workflows
- Review landing page and CTA performance
- Audit blog content strategy and performance
- Evaluate social media integration and promotion
- Review A/B testing implementation
This audit checklist will help you systematically evaluate your HubSpot implementation and identify opportunities for optimization, better alignment with business goals, and potential cost savings.