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.
Why Is a HubSpot Audit essential?
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
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.
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
Data quality is super crucial for any business. An audit can spot inconsistencies, helping you maintain clean, reliable customer data for better decision-making.
Simplify and streamline existing business processes and workflows. An audit pinpoints bottlenecks, redundant tasks, and opportunities for workflow optimisation.
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
We'll examine your HubSpot account settings to ensure they align with your business goals and industry best practices.
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
Your lead generation forms, workflows, and nurturing sequences will be evaluated to enhance lead quality and conversion rates.
CRM Data Integrity Check
Analysis of your CRM data for accuracy, ensuring it's clean and up-to-date for informed decision-making.
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
Gain valuable insights into your HubSpot performance and receive actionable recommendations from us to enhance your digital strategy.
Our HubSpot Audit Portfolio
We begin by understanding your current challenges and an overview of your current HubSpot setup and settings.
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
This includes a detailed analysis of your current lists, workflows, emails, sequences, reports, and forecasts. We test and implement what we learned from collaboration.
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
We maintain stringent quality checks and ongoing monitoring to ensure the audit meets the highest standards.
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?
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 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.
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.
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.
HubSpot Platinum Solutions Partner
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