Maximize your HubSpot ROI with our comprehensive portal audit service
If you've been using HubSpot for your inbound marketing and sales efforts, you've probably realized just how powerful—and complex—this marketing automation platform can be. A thorough HubSpot portal audit is essential to ensure all your data, workflows, and campaigns are fully optimized for success.
A HubSpot portal audit is a comprehensive evaluation of your HubSpot implementation to identify opportunities for optimization, efficiency gains, and enhanced performance. Our expert team examines every aspect of your portal, from CRM data hygiene to marketing automation workflows, to ensure you're getting the maximum value from your investment.
Regular audits of your HubSpot portal reveal missed opportunities, data inconsistencies, and optimization areas that could be costing you leads and revenue. Benefits include:
We evaluate contact properties, data cleanliness, segmentation practices, and database structure to ensure your CRM is properly organized.
Our team reviews email workflows, automated lead nurture sequences, and marketing automation processes to optimize performance.
We analyze landing pages, form conversions, and CTAs to maximize lead generation opportunities.
Our experts examine deal stages, sales pipeline visibility, and handoff from marketing to sales to streamline your revenue operations.
We evaluate dashboards, metrics, ROI tracking, and campaign performance analysis to ensure you have the insights needed for data-driven decisions.
We begin with a thorough review of your business objectives and how you're currently using HubSpot.
Our certified HubSpot experts analyze each area of your portal using our proprietary audit framework.
We provide a detailed report highlighting strengths, areas for improvement, and specific recommendations.
Together, we create a prioritized roadmap for implementing changes to maximize impact.
Our team can assist with implementing the recommended changes if needed.
HubSpot Professional Trainer
With extensive experience optimizing HubSpot implementations for enterprise clients, Eric leads our portal audit program.
Organizations using HubSpot for 6+ months that want to optimize their investment and improve marketing, sales, and service performance.
The HubSpot portal audit revealed several workflows that weren't properly activated, and sales sequences that weren't tracking correctly. After implementing the recommendations, our lead nurturing effectiveness improved by 45%.
Marketing Director, SaaS Company
We had no idea how much we were missing from our HubSpot implementation until this audit. The team identified critical gaps in our sales pipeline configuration and reporting that, once fixed, gave us complete visibility into our sales process.
VP of Sales, Technology Firm
Depending on the complexity of your portal, most audits take 2-3 weeks from initial assessment to final report delivery.
We recommend a comprehensive audit annually, with smaller quarterly reviews of key areas like workflows and lead scoring.
No. Our audit process is completely non-disruptive and won't interfere with your active campaigns or sales processes.
We offer both options. Many clients choose our implementation support to ensure changes are made correctly, but you're welcome to implement the recommendations internally.