Comprehensive HubSpot Audit

Transform your HubSpot portal with our AI-powered audit that analyzes every aspect of your Sales Hub, Marketing Hub, and Service Hub to uncover optimization opportunities and drive measurable improvements.

Marketing Hub Pro

Complete marketing automation audit

Sales Hub Pro

Full sales process optimization

Service Hub Pro

Customer service excellence review

Why Choose AI-Powered Audits?

Experience the future of HubSpot optimization. Our platform combines cutting-edge AI technology with deep CRM expertise to deliver insights that manual audits simply can't match. Discover what makes our automated approach revolutionary.

AI-Powered Analysis

Advanced algorithms analyze 250+ checkpoints across your HubSpot portal, identifying optimization opportunities with precision that rivals manual expert analysis.

Lightning Speed

Get comprehensive audit results in under 5 minutes instead of waiting weeks for manual audits. Our automated platform delivers instant insights when you need them.

Actionable Recommendations

Every recommendation is tied to measurable business impact and ROI. Get prioritized action plans that drive real results for your HubSpot investment.

Performance Optimization

Data-driven evaluation of conversion rates, pipeline velocity, lead scoring effectiveness, and ROI across all your HubSpot activities and campaigns.

Comprehensive Coverage

Complete assessment across Sales, Marketing, and Service hubs including workflows, integrations, data quality, and user management optimization.

Instant Implementation

Skip the learning curve with step-by-step guidance and best practice recommendations that you can implement immediately to see results.

Complete Portal Analysis

Our comprehensive audit covers every critical aspect of your HubSpot portal, ensuring no opportunity for improvement is missed.

1

Foundational Audit

Essential checks that apply to all HubSpot hubs and tiers, ensuring your portal foundation is solid and secure.

Portal Settings & Configuration

  • Domain connection and SSL verification
  • Tracking code installation status
  • GDPR and privacy compliance settings
  • Time zone, currency, and branding setup

User Management & Security

  • Active user audit and permissions review
  • Role-based access control assessment
  • Two-factor authentication adoption
  • Team structure and hierarchy analysis

Data Management & Hygiene

  • Custom property optimization
  • Duplicate record identification
  • Data import error analysis
  • Object association health check

Integration Health

  • Connected app inventory and status
  • API usage and permission review
  • Data sync verification
  • Integration efficiency assessment
2

Marketing Hub Audit

Deep analysis of your marketing automation, lead generation, and campaign performance.

Contacts & Segmentation

List strategy analysis, engagement metrics, lifecycle stage distribution, and lead scoring effectiveness

Lead Capture Forms

Form performance metrics, conversion optimization, field analysis, and GDPR compliance check

Landing Pages

Performance analytics, SEO assessment, mobile responsiveness, and conversion rate optimization

Email Marketing

Deliverability analysis, engagement metrics, template review, and A/B testing effectiveness

Marketing Automation

Workflow logic review, performance metrics, goal conversion rates, and efficiency optimization

Campaigns & Attribution

Campaign performance analysis, ROI tracking, UTM parameter usage, and attribution modeling

3

Sales Hub Audit

Complete evaluation of your sales processes, pipeline health, and team performance.

CRM Data Quality

Deal property completeness, data consistency, association accuracy, and lifecycle stage alignment

Pipeline Analysis

Stage definitions, deal velocity metrics, bottleneck identification, and win rate optimization

Sales Activities

Activity logging adoption, task management efficiency, and rep productivity metrics

Sales Automation

Sequence performance, workflow effectiveness, lead rotation logic, and automation ROI

Sales Enablement

Template usage, document tracking, meeting scheduling, and quote management

Sales Analytics

Forecast accuracy, performance dashboards, custom report utilization, and KPI tracking

4

Service Hub Audit

Comprehensive review of your customer service operations and support efficiency.

Ticket Management

Pipeline configuration, SLA compliance, resolution time analysis, and backlog assessment

Omnichannel Support

Channel integration, inbox routing, chatbot effectiveness, and response time metrics

Knowledge Base

Content structure, article performance, search effectiveness, and deflection rate analysis

Customer Feedback

Survey setup review, response rate optimization, NPS/CSAT tracking, and feedback automation

Service Automation

Workflow efficiency, ticket routing logic, escalation procedures, and automation impact

Service Analytics

Agent performance metrics, customer satisfaction trends, and operational dashboards

Why Choose Our HubSpot Audit?

AI-Powered Analysis

Advanced algorithms identify optimization opportunities humans might miss

Actionable Recommendations

Get specific, prioritized steps to improve your HubSpot performance

ROI Focused

Every recommendation is tied to measurable business impact

Comprehensive Coverage

No stone left unturned across all your HubSpot hubs

250+

Audit Checkpoints

Across all HubSpot hubs

Ready to Optimize Your HubSpot Portal?

Discover optimization opportunities with a free comprehensive audit of your HubSpot portal.