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Get more out of your HubSpot Investment

Get a Comprehensive HubSpot Audit

Maximize Your HubSpot Performance with an Audit.

Identify inefficiencies, improve revenue operations (RevOps) processes, enhance sales and marketing alignment, and ultimately drive better results and ROI from your HubSpot investment.
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👇What is a HubSpot Audit?👇

With an audit from our experienced team of HubSpot strategists, you can get the most out of your HubSpot investment. We've been configuring hundreds of HubSpot portals for the last 15 years and are able to provide you with the best advice and expertise based on your business goals, vertical, tech stack and team structure.

At the end of your audit, you will receive a comprehensive report outlining our recommendations for enhancing your HubSpot portal. Our report will provide you with actionable advice that you can implement to maximize your performance, increase ROI, and get the most out of your investment.  

3 Biggest Reasons Why You May Need A HubSpot Audit:

  • Flat/Declining Performance: Uncover underlying issues and gain actionable recommendations for improved results

  • Inefficiencies or Process Bottlenecks:  Identify and address key issues in lead management, automation, dirty data, and sales and marketing alignment

  • Platform Utilization:  Get more out of your HubSpot investment. Uncover opportunities for optimization and guidance on maximizing the full power of HubSpot to drive growth and ROI

Our Comprehensive HubSpot Audit gives you:

  • In-depth list of inefficiencies and improvements to make in your portal.
  • Practical advice on tailoring HubSpot to your vertical and goals.
  • Post-audit consultation with a HubSpot expert to discuss the finding and recommendations from your audit.

 

What Our Clients Say

Not only was the creative work outstanding, but the knowledge... that SmartBug Media has of the HubSpot platform is superior to any other service provider that we contacted.

Justin Stensrud
SouthStar Communities, Director of Marketing
Brian Halligan

If you are thinking about hiring an agency to help with your inbound marketing, SmartBug Media is someone you should contact.

Brian Halligan
HubSpot, CEO & Co-founder
Kamau Coleman

After two websites, a lot of inbound marketing work, and a HubSpot management program for one of our portfolio sites, it's clear that SmartBug Media knows what they're doing.

Kamau Coleman
Diamond Rock Partners, Managing Partner
Liz Ricklefs

As the manager of over 70 providers in the HubSpot Service Marketplace, SmartBug Media managed to stand out above the rest in several ways—no small feat.

Liz Ricklefs
HubSpot, Services Marketplace

The spectrum of knowledge and expertise in all things inbound, website development, HubSpot CMS, and lead gen is amazing.

Peter Mastrangelo
Harmony Healthcare International, Chief Financial Officer

Their unparalleled expertise in HubSpot, inbound practices and marketing in general... has made them a trusted advisor resource unlike any other we have experienced.

Scott Travis
Keystone Technologies, CMO

SmartBug has been a crucial agency partner for us over the past seven years. We have a lean team internally, so SmartBug functions like extended team members. They handle all of our digital marketing, content marketing, and websites. They are a pleasure to work, quick, responsive and flawless at project management. They have particular expertise in inbound content marketing, HubSpot, and paid digital advertising. I highly recommend SmartBug!

Suzanne
VP of Marketing
Luke Doiron

SmartBug knows exactly what HubSpot can do and pushes the platform to perform for our business.

Luke Doiron
Conversant Bio, Chief Commercial Officer

If you are working within HubSpot, SmartBug has the people and know-how to build your website.

Michael Gin
Nomis, Creative Director

From start to finish SmartBug Media was absolutely amazing. We migrated our CRM from Salesforce and had quite a few custom items we wanted built and SmartBug replicated what we were wanting. Our main point of contact, Mike Wolfe, was very professional and knowledgeable about HubSpot and worked very hard to set up our CRM to our expectations and standards.

Amanda B.

They are Jedi Masters when it comes to HubSpot and are wonderful teachers/coaches when it comes to looping you in on how to utilize it to your advantage.

Jonathan Higgins
Health Data Vision, Social Media Manager
Jeff Kell

SmartBug knows HubSpot intimately and have achieved the impossible on multiple occasions for us.

Jeff Kell
Sigma, Head of UX/UI Design

Decided to take a chance and go with HubSpot's #1 partner. The SmartBug team not only delivered great results, but working with them couldn't have been easier.

Paul Lambert
Ripcord Solutions, President

FAQs

What is a HubSpot Audit, and why do I need it?

HubSpot Audit is a comprehensive evaluation of your HubSpot implementation, including your account setup, marketing campaigns, sales processes, and more. It helps identify areas for improvement, optimize your strategies, and maximize the value you get from HubSpot.

How long does a HubSpot Audit typically take?

The duration of a HubSpot Audit depends on the size and complexity of your HubSpot account. On average, it can take anywhere from two to four weeks to complete, including the analysis, reporting, and recommendations phase.

Who will conduct the HubSpot Audit?

Our team of experienced, certified HubSpot consultants will conduct the audit. They have in-depth knowledge of HubSpot's features (across all Hubs), best practices, and industry trends, ensuring a thorough evaluation of your HubSpot implementation.

Additionally, SmartBug is one of the few global HubSpot agency partners with a CRM Implementation, Onboarding and Platform Accreditation. 

To date, our team holds more than 260 awards and accreditations.

What deliverables can I expect from the HubSpot Audit?

You will receive a detailed audit report that highlights the strengths and weaknesses of your HubSpot implementation, along with actionable recommendations to improve your marketing, sales, and/or customer service processes. We also offer ongoing support at a discounted rate to help you implement the suggested changes.

Can I choose specific areas to focus on during the HubSpot Audit?

Yes, certainly! We can tailor the audit to address your specific concerns or areas of interest. Whether you want to focus on lead management, content strategy, or sales processes, we will work with you to align the audit with your objectives.

What happens after the HubSpot Audit is completed?

Once the audit is completed, we provide up to 2 hours of support to help explain and advice on the recommended changes. You have up to 2 weeks after the audit is delivered to use this time.

Our team can assist with configuring your HubSpot account, optimizing your campaigns, training your team, and providing consulting services to ensure long-term success. We will provide you with a list of one-off or on-going services you can purchase to support your HubSpot implementation inititiaves.

How can a HubSpot Audit benefit my business?

A HubSpot Audit can benefit your business in several ways. It helps identify inefficiencies, improve lead generation and nurturing processes, optimize marketing campaigns, enhance sales and marketing alignment, and ultimately drive better results and ROI from your HubSpot investment.

Is the HubSpot Audit suitable for businesses of all sizes?

Yes, the HubSpot Audit is suitable for businesses of all sizes. Whether you're a small startup or a large enterprise, our team will tailor the audit to match your specific needs and goals, ensuring you get the most value out of your HubSpot investment.

What happens after I buy the audit?

Within 2 business days of buying your audit, you will receive an intake form to give us the required information to proceed with the audit. After we've received your intake form submission, then we will kick off the audit within 5-7 business days. As part of our kick off process, we will provide a weekly project plan to detail each phase of the project.

What is the pricing model for this audit?

This comprehensive HubSpot audit examines and finds improvements for a single Hub (i.e. Marketing Hub, Sales Hub, or Service Hub).

Pricing

As part of this audit, you will receive in-depth recommendations for a single Hub and single business unit

These recommendations may include:

  • Administrative Configuration Review
  • Contact, Company and Deal Management Evaluation
  • Content Strategy Analysis
  • Campaign Performance Assessment
  • Sales and Marketing Alignment
  • Reporting and Analytics Review
  • Lead Scoring and Workflow Analysis
  • Website and SEO Audit
  • Customer Support and Ticketing Audit
  • Comprehensive Recommendations and 30-day Action Plan
  • Up to 2 hours of post-audit consultation to discuss the findings and recommendations

$5000

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Still have questions?

Not quite sure if this is the right fit for you? Grab some time with our team to learn more.