Free HubSpot Audit - Scope & Inclusions

Our Free HubSpot Audit is designed to help businesses understand how effectively HubSpot is set up, used, and aligned with their organization goals.

Instead of configuring the portal, this audit focuses on identifying gaps, risks, inefficiencies, and missed opportunities across CRM, marketing, sales, and RevOps - and provides clear, prioritized recommendations for improvement.

This audit is ideal for teams that already use HubSpot (or have partially implemented it) and want clarity on scaling the platform.

Inclusions

What’s Included in the Free HubSpot Audit

01

Account & Portal Health Review

Review of existing HubSpot account structure and setup
Validation of enabled hubs (CRM / Marketing / Sales / Service)
Review of core account settings:
- Company details
- Time zone and currency
- Lifecycle stages and lead statuses
Identification of misconfigurations or unused features impacting adoption

02

User Access & Adoption Review

Review of existing users and permission structure
Identification of:
- Over-permissioned or under-permissioned users
- Role mismatches impacting data quality or reporting
High-level assessment of user adoption and usage patterns

03

CRM Data & Object Audit

Review of core HubSpot objects:
- Contacts
- Companies
- Deals (current pipelines)
Evaluation of:
- Property structure (standard + custom)
- Data consistency and hygiene
- Duplicate risks and structural issues
Identification of unnecessary, missing, or poorly designed properties

04

Pipeline & Sales Process Review

Audit of existing sales and/or service pipelines
Review of:
- Deal stages and naming conventions
- Stage progression logic
- Deal probability settings
Assessment of pipeline alignment with actual sales process and buyer journey

05

Marketing & Lead Flow Assessment

Review of lead capture mechanisms:
- Forms
- Landing pages (if applicable)
- Website tracking status
Evaluation of:
- Lifecycle stage movement
- Lead handoff from marketing to sales
- Gaps causing lead leakage or delays

06

Automation & Workflow Review (Read-Only)

High-level review of existing workflows (if any)
Identification of:
- Broken or conflicting automations
- Manual processes that should be automated
- Risks caused by poor workflow logic
No workflows are created or modified during the free audit

07

Reporting & Dashboard Audit

Review of existing dashboards and reports
Assessment of:
- Data accuracy and completeness
- Alignment with business KPIs
- Visibility into funnel, pipeline, and revenue health
Identification of missing reports required for decision-making

08

Integrations & Tracking Overview

Review of connected tools (high-level only):
- Email
- Ads platforms
- Calendars
- Website tracking
Identification of:
- Missing or partially connected integrations
- Tracking gaps affecting attribution and reporting

09

Audit Summary & Recommendations

A structured audit summary covering:
- What is working well
- What is misconfigured or underutilized
- What is blocking scale or clean reporting
Clear, prioritized recommendations categorized as:
- Quick wins
- Medium-effort improvements
- Advanced / scale-phase initiatives

Next Phase

Optimization, RevOps & Scale

Once the audit is complete, clients typically move into a structured, paid optimization phase, where we execute the recommendations uncovered during the audit.

Growth, Inbound Marketing & Demand Generation

Inbound marketing strategy aligned to business goals and ICPs
Content and campaign planning
Blog writing and publishing through HubSpot
SEO strategy and execution (on‑page SEO, technical recommendations, content SEO)
AEO (Answer Engine Optimization) for AI search, featured snippets, and voice search

Paid Campaign Management

Paid media strategy (Google Ads, Meta, LinkedIn, and other platforms)
Campaign setup and ongoing management
Ad copy, creatives, and audience targeting
Conversion tracking and funnel alignment with HubSpot
Performance optimization, reporting, and ROI monitoring

Landing Pages & Conversion Optimization

High‑converting landing page design and build (HubSpot CMS or external platforms)
Conversion‑focused form strategy
Thank‑you pages and funnel mapping
A/B testing and conversion rate optimization (CRO)

Email Marketing & Marketing Automation

Email template design (marketing and sales emails)
One‑time and recurring email campaigns
Drip campaigns and nurture flows
Workflow automation and segmentation
Lead scoring and lifecycle stage management

CRM, Sales & Revenue Operations (RevOps)

Advanced CRM customization and optimization
Multiple pipelines and complex sales processes
Custom objects, properties, and data modeling
Sales sequences, playbooks, and enablement assets
Forecasting, revenue analytics, and pipeline health reportin

Integrations, Analytics & Attribution

Third‑party integrations (Ads platforms, Email, SMS, WhatsApp, Cloud Telephony, payment gateways, third party apps etc.)
Website tracking and event configuration
Multi‑touch attribution and ROI reporting
Custom reports and executive dashboards

Ongoing Optimization & Strategic Support

Continuous performance and funnel optimization
Monthly reporting with insights and recommendations
HubSpot support and ongoing enhancements
Strategic growth and RevOps consulting

We can start with a focused review or a small, well-defined task so you can assess how I work before moving further.

Ready to Turn HubSpot into Your
Growth Engine?

Let’s talk about your growth goals, current challenges, and how HubSpot can become the foundation of your revenue system.

Website Design & Development

SEO & AEO

Paid Media

Inbound Marketing

Conversion Rate Optimization (CRO)

Email Campaigns

Marketing Automation

Social Media Marketing

HubSpot Onboarding & Implementation

Migration to HubSpot

CRM & Automation Setup

Revenue Operations (RevOps)

HubSpot Integrations

Dashboards & Reporting

Training & Adoption Support