Why Is a HubSpot Audit essential?

Optimise HubSpot Investment

Optimise HubSpot Investment

Understand if you're making the most of your HubSpot investment. An audit reveals areas where you can improve utilisation and maximise ROI.

Identify Untapped Features

Identify Untapped Features

HubSpot is packed with a plethora of nifty features. An audit helps you discover and leverage tools you might be overlooking, boosting your sales and marketing efforts.

Lead Capture and Nurturing

Enhance Lead Nurturing

Ensure that your lead nurturing strategies are effective. An audit provides insights into lead flows, automation, and content engagement to optimise conversions.

Improve Data Accuracy

Improve Data Accuracy

Data quality is super crucial for any business. An audit can spot inconsistencies, helping you maintain clean, reliable customer data for better decision-making.

Streamline Workflows

Streamline Workflows

Simplify and streamline existing business processes and workflows. An audit pinpoints bottlenecks, redundant tasks, and opportunities for workflow optimisation.

Stay Up-to-Date

Stay Up-to-Date

Everything evolves as a system and a HubSpot audit ensures your strategies align with the latest features and best practices, keeping you at the top of your game.

HubSpot Audit Services: What All We Cover

Account Configuration Review

Account Configuration Review

We'll examine your HubSpot account settings to ensure they align with your business goals and industry best practices.

Content Strategy Analysis

Content Strategy Analysis

Assessment of your content strategy, including blog posts, landing pages, and downloadable assets, to identify opportunities for improvement and engagement.

Lead Generation and Nurturing Assessment

Lead Generation and Nurturing Assessment

Your lead generation forms, workflows, and nurturing sequences will be evaluated to enhance lead quality and conversion rates.

CRM Data Integrity Check

CRM Data Integrity Check

Analysis of your CRM data for accuracy, ensuring it's clean and up-to-date for informed decision-making.

Workflow Evaluation

Workflow Evaluation

It’s imperative to check all in-use workflows to streamline processes and reduce bottlenecks. Also, the pending tasks which can be accomplished via workflows are discussed.

Insights and Recommendations

Insights and Recommendations

Gain valuable insights into your HubSpot performance and receive actionable recommendations from us to enhance your digital strategy.

Our HubSpot Audit Portfolio

Initial Discovery

Initial Discovery

We begin by understanding your current challenges and an overview of your current HubSpot setup and settings.

Inputs from Collaboration Sessions

Inputs from Collaboration Sessions

Collaboration is key. We gather insights from your team on what needs to be done and make sure we are on the same page, tackling the same problems.

Deep Dive Implementation

Deep Dive Implementation

This includes a detailed analysis of your current lists, workflows, emails, sequences, reports, and forecasts. We test and implement what we learned from collaboration.

Risk Analysis

Risk Analysis

All actions have reactions, including the changes we do to your setup. It is our team’s responsibility to assess that everything works and nothing is broken. .

Quality Assurance and Monitoring

Quality Assurance and Monitoring

We maintain stringent quality checks and ongoing monitoring to ensure the audit meets the highest standards.

Changes and Ongoing Support

Changes and Ongoing Support

Any further changes will be put into action and we will offer ongoing support to help you achieve your objectives.

HubSpot Audit FAQs

How long does a HubSpot Audit take to complete?

The timeline varies depending on the complexity of your HubSpot setup. Typically, audits can take a few weeks to a couple of months to ensure a thorough evaluation.

What is the cost of a HubSpot Audit service?

The cost varies depending on the scope and complexity of your HubSpot setup. Contact us for a customised quote tailored to your specific needs.

Will I receive a report with audit findings and recommendations?

Yes, after the audit, you'll receive a detailed report outlining our findings and actionable recommendations to improve your HubSpot strategy and performance.

Do I get ongoing support after the audit?

Certainly, we provide continuous assistance to aid you in implementing the suggested enhancements, monitoring your portal's performance, and offering guidance whenever necessary.

Do I need to have a HubSpot subscription for an audit?

Yes, you need an active HubSpot subscription for us to conduct a meaningful audit. We'll need access to your HubSpot portal to initiate the audit.

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Getting Started with HubSpot? Master the Platform with ScaleStation’s Expertise

In a nutshell, we breathe HubSpot. Our experts are not just mediocre learners but hardcore HubSpot practitioners with immense implementation experience under their belts and you will feel the difference with us.

  • Bespoke Expertise: Experience the personalised touch with our team of seasoned RevOps/HubSpot growth specialists, who are wholly committed to your triumph.
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Thank You for the Details!

That was super helpful. We've received your requirements and we appreciate you reaching out to us.

We also appreciate everyone’s time; so while we review your details(it will be quick), are you ready to take the next step?

Schedule a meeting with our team to discuss your needs and explore how we can best assist you. Check below to book a meeting at your convenience.