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Get More Out of Your Investment with a Hubspot Audit

Sure, you’ve invested in HubSpot. But are you really getting the most out of it? Our audit is designed for teams that encounter recurring issues, want a second set of eyes to find problem areas and inefficiencies, and want to spend less and make more.
Our custom HubSpot audits cost $450, payable after your free discovery call.
Whether you’re certain you want a HubSpot audit or not, our discovery call is free and will give you all the details you need to make an informed decision about whether a HubSpot audit is right for you.
A HubSpot audit is a great fit for anyone asking the following questions:
  • Is my business using HubSpot the right way?
  • Are we making any mistakes that are hurting our performance?
  • Could we make simple improvements to get better results?
  • Are we using all of HubSpot’s apps and integrations to their full potential?

Ready to get started? Not sure if an audit is right for you? Book your discovery call and let’s find out!

Here's What we Cover

Marketing Hub
Free | Starter | Professional | Enterprise
We will evaluate tools in your Marketing Hub including ads, email, social media, blog, landing pages, calls-to-action, forms, campaigns, SEO, and projects.
Sales Hub
Free | Starter | Professional | Enterprise
We will evaluate tools in your Sales Hub including deals, tasks, documents, meetings, playbooks, sequences, and more.
Service Hub
Free | Starter | Professional | Enterprise
We will evaluate tools in your Service Hub including ticketing, ticket pipelines, knowledge base, 1:1 video, NPS surveys, customer experience surveys, customer support surveys, tasks, task automation, playbooks, webhooks, and more.
HubSpot CRM
We will evaluate your general CRM flow, including contact database, properties, duplicate contacts, calculated properties, HubSpot score, conversations inbox, live chat, chat bots, snippets, templates, lists, and dashboards.
Reporting
We will evaluate your HubSpot reporting (included reporting as well as any paid reporting add-ons). This may include custom reports, standard reports, dashboard modules,
Looking for day-to-day HubSpot upkeep?
HubSpot product ownership starts at $750/mo!

the HubSpot Audit Process

Your questions Answered

What do I get from the audit?

You’ll know exactly what you’ll get from your HubSpot audit at the close of your discovery call. At the end of that call, we will have identified at least three areas of your HubSpot instance that will go under the microscope during our audit. At the end of the process, you will receive a complete findings report plus Recommendations Roadmap outlining the suggested fixes to the issues identified during the audit.

How long does it take to develop my custom audit?

Your audit will be delivered within two weeks of us gaining access to your HubSpot instance.

What is required from me?

On the front end we’ll want you to be prepared to discuss any and all problems you’re having with your HubSpot instance during your discovery call. Issues with lead scoring? Data from another system you can’t migrate? Workflows acting up? Just want us to take a look and make sure you’re not missing anything life-changing? Other than that, we require access to your HubSpot portal to complete the full audit.

What is the cost for the audit?

Audits cost $450, payable after the discovery call. If you opt to have us take on the fixes we identify in your Recommendation Roadmap, we will quote those changes for you separately but will credit up to the full $450 of your initial audit payment.

Will you make any edits within my portal?

Rest assured, we do not edit or alter your data in any way during our audit – our activities are purely analytical. Our suggestions and action items are outlined in your findings report and accompanying Recommendations Roadmap. Once you see your Roadmap you can decide whether you want us to take action and start making changes inside your system.

Do you analyze every aspect of my HubSpot instance?

As part of your discovery call, we will ask you to nominate specific aspects of your HubSpot instance for us to focus on. Often, these are areas where your product owners or internal team don’t have the bandwidth or experience to dig in & solve problems themselves. Examples of these focus areas include lead scoring, tool integration, automation, blog performance, email marketing, reporting etc.

Will you sign an NDA?

Of course! We can talk specifics in our discovery call, but we’re happy to sign an NDA before diving in to your system.

Let's Get Started on
your HubSpot Audit

Please fill out the form below so we can match you for a discovery call with the best HubSpot specialist for your company, industry, and HubSpot package.
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Let's Get Started on
your HubSpot Audit

Please fill out the form below so we can match you for a discovery call with the best HubSpot specialist for your company, industry, and HubSpot package.
HubSpot Audit Intake
Please fill out the form below

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