Hubspot Audit

Discover untapped possibilities within your Marketing and Sales Hubs. Our audits leave no stone unturned.
What's on the Menu:
Discover the hidden gems and untapped potential within your Marketing and Sales Hubs. Our audits are your X-ray vision for growth! From settings and integrations to lead gen strategies, we leave no stone unturned.
Who would benefit?
Our comprehensive audits are designed for businesses of all sizes and industries that are seeking to optimize their marketing and sales strategies.

marketing hub

We will provide you with a detailed report with all the findings, recommendations and an action plan to optimize the use of Marketing Hub.
What will we cover?

Settings and Integrations​

We will assess your current Marketing Hub configurations and ensure the platform is correctly configured to meet your specific needs. We will check for integrations with other tools and platforms used in your marketing environment.

Lead Generation

We'll evaluate your lead generation strategies, including capture forms, popups, CTAs and landing pages. We will analyze the effectiveness of these strategies and provide recommendations to improve lead capture and quality.

Analysis and Reports

We'll review the metrics and reports available in Marketing Hub to ensure you're properly measuring the performance of your campaigns. We'll identify key metrics to monitor and provide guidance on how to gain valuable insights from the collected data.

Workflow and Automation

We'll analyze existing workflows and automations to understand how they're being used and identify opportunities for optimization. We will recommend improvements to increase efficiency and process automation.

Integration with Social Networks

We'll look at how you're integrating Marketing Hub with your social media accounts. We'll check out publishing content, scheduling posts, and monitoring interactions. We will provide guidance to improve engagement and reach on social media.

Email Automation

We'll check how you're using email automation within Marketing Hub. We'll look at contact segmentation, email sequences, personalization, and nurturing flows. We'll make recommendations to improve the engagement and effectiveness of your email campaigns.

SALES HUB

We will provide you with a detailed report with all the findings, recommendations and an action plan to optimize the use of Sales Hub.​​
What will we cover?

Settings and Integrations​

We'll evaluate your current Sales Hub configurations and ensure the platform is properly configured to meet your specific sales needs. We will check the integrations with other tools and platforms used in your sales process.​

CONTACT MANAGEMENT​

We'll take a look at how you're using Sales Hub to manage your contacts and leads. We will check contact segmentation, activity history, lead scoring and data enrichment. We will recommend effective practices to optimize the relationship with contacts.​

SALES AUTOMATION​

We will evaluate existing sales automations to identify opportunities for optimization. We'll look at workflows, email cadences, follow-up sequences, and task reminders. We will provide recommendations to improve the efficiency and personalization of sales interactions.​

DEALS AND PIPELINE MANAGEMENT​

We'll check how you're using Sales Hub to manage your deals and sales pipeline. We'll look at the stage structure, revenue forecasting, business-related activities, and dashboards. We will provide recommendations to optimize follow-up and close deals.​

EMAIL AND ACTIVITY TRACKING​

We'll review how you're tracking and utilizing tracking information in Sales Hub. We'll check email tracking, opens, clicks, and contact activity. We will provide recommendations to improve engagement analysis and interaction tracking.​

aNALYSIS AND REPORTS

We'll evaluate the metrics and reports available in Sales Hub to ensure you're properly measuring the performance of your sales activities. We'll identify key metrics to monitor and provide guidance on how to gain valuable insights from the collected data.​
What is a HubSpot Audit?
A HubSpot Audit is a comprehensive assessment of your Marketing and Sales Hubs within HubSpot. It involves a thorough examination of your configurations, strategies, workflows, and integrations to identify opportunities for optimization and growth.
Who would benefit from a HubSpot Audit?
Our HubSpot Audits are beneficial for businesses of all sizes and industries aiming to enhance their marketing and sales strategies. Whether you're looking to improve lead generation, streamline processes, or gain insights, our audits are tailored to your needs.
​What does the Marketing Hub Audit cover?
Our Marketing Hub Audit encompasses various aspects including settings and integrations assessment, lead generation strategy evaluation, analysis of metrics and reports, workflow and automation review, integration with social networks, and email automation assessment. It results in a detailed report with recommendations and an action plan.
​​WHAT ASPECTS OF SALES HUB ARE COVERED IN THE AUDIT?
​The Sales Hub Audit covers multiple areas including settings and integrations evaluation, contact and lead management review, assessment of sales automation workflows, deals and pipeline management analysis, email and activity tracking assessment, and evaluation of metrics and reports available in Sales Hub. You'll receive recommendations and an action plan.
​HOW DO I GET STARTED WITH A HUBSPOT AUDIT?
Getting started is easy! Simply reach out to our team to discuss your goals and needs. We'll work with you to determine the best approach for your HubSpot Audit, ensuring that it aligns with your business objectives.
​What can I expect from the audit reports?
The audit reports provide detailed findings, actionable recommendations, and a customized action plan tailored to your specific needs. These reports offer insights that guide you towards optimizing your Marketing and Sales Hubs for better performance and results.

portfolio

Hubspot Audit for software development company

growthworks.studio