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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 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).


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


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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.