HubSpot Audit

Are you getting maximum value from your investment in HubSpot?

An audit of your HubSpot environment will help you identify hidden inefficiencies, improve data quality, and optimize your marketing, sales, and service processes - so you can work smarter, faster, and more profitably.

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Are you using HubSpot to its full potential?

Our HubSpot audit helps you ensure that:

  • Your customer journeys are optimized and based on best practices

  • Automations minimize repetitive tasks

  • HubSpot features are utilized to their full potential

  • Any customizations are scalable and easy to maintain

  • Data is collected and managed qualitatively, without risk of duplication

  • Personal data management complies with EU directives (GDPR)

  • You'll receive suggestions for concrete quick-wins that deliver tangible results

Maximize the value of your investment

Current situation analysis: First step towards effective CRM & Marketing Automation

To optimize your use of HubSpot, we analyze current processes for lead management, customer segmentation and follow-up. We identify manual steps that can be automated and review how data and reports are used. We also map out any integration needs with other systems.

Customizations that deliver business results

A well-configured HubSpot ecosystem should automate workflows and reduce administrative tasks, support data-driven decisions through dashboards and analytics, optimize the customer journey with personalized communication, and ensure data quality with cleansing routines. We'll help you identify optimization opportunities that deliver tangible business value.

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Why a HubSpot Audit?

Over time, your HubSpot setup can become complex and inefficient, leading to reduced relevance in your communications, a poorer user experience, and lost business opportunities. A HubSpot Audit helps you identify issues, optimize processes, and ensure your CRM platform fully supports your business goals.

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What is included in a HubSpot Audit?

System architecture

  • Review of your HubSpot setup

  • Account structure and pipeline management

  • Review of event tracking and data collection

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Data management and quality

  • Identification and management of duplicates

  • Standardization of fields and data validation

  • Data quality control and segmentation strategy

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Automation and Workflows

  • Review of automated campaigns

  • Review of automated flows

     

  • Streamlining lead scoring and nurturing

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User experience and adoption

  • Role and authorization management

  • User behavior and adoption level

  • Customized dashboards and reports

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Integrations

  • Review of integrations with other systems

  • Redundant or inefficient apps

  • Data consistency between systems

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Compliance and security

  • GDPR and security controls

  • Access logs and user permissions

  • Risk analysis for data exposure

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What do you get after an audit?

  • A clear report with identified problems and opportunities

  • Concrete recommendations for optimization
  • A prioritized action plan for improvements
  • Workshop with your project managers to review the results and next steps
  1. Contact us for more information

Talk to one of our specialists

Are you curious? Book a meeting with one of our experts and we'll tell you more.