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How to Conduct a HubSpot Audit

By Aman Bhati

8 min

May 15, 2024

HubSpot is one of the most popular customer relationship management (CRM) tools on the market today. For good reason, it provides a powerful, robust inbound marketing platform that (B2B) business-to-business companies looking to grow their business.

HubSpot is an ideal platform for automating workflows and sequences for your marketing, sales, and customer success teams. However, you need to perform a little maintenance to ensure it works as intended. You must periodically clean up and manage it to keep it in tip-top shape.

The first step in ensuring the efficiency and optimization of your HubSpot portal, data, and workflows is to conduct a HubSpot audit.

Reasons Why HubSpot Audit is Needed

Every company that uses HubSpot needs to perform a system-wide HubSpot audit regularly.

A HubSpot audit involves granular reviewing, cleaning up, and optimizing every aspect of your B2B (Business to Business) HubSpot account. It includes examining all hubs, tools, workflows, and sequences to identify opportunities for improvement. By streamlining your business processes and refining your technical foundation through HubSpot audit, you can boost the benefits from your investment.

Think of it as giving your account a thorough check-up to ensure everything runs smoothly and maximizes the benefits offered by HubSpot. Let’s give your account a complete check-up to make sure everything runs frictionlessly and gets the most out of all the benefits the HubSpot platform has to offer for us.

We will conduct a comprehensive analysis of all the collected data, including lead generation metrics, conversion rates, website traffic patterns, and email marketing performance. This thorough evaluation is crucial for informed decision-making as it provides you with a complete breakdown of your data – from the number of leads generated to conversion rates, website traffic patterns, and the effectiveness of email marketing campaigns.

To optimize your inbound marketing strategy, consider improving landing page design, refining content creation techniques and by content audit HubSpot, and implementing a more compelling call-to-action (CTA) strategy. These detailed recommendations will help boost your game and take your approach of HubSpot audit to the next level.

We will identify and resolve any technical issues within your HubSpot setup with meticulous attention to detail. Identification and resolution of any technical problems within your HubSpot setup: careful attention to detail is imperative in this regard.

We will provide you with a detailed report that breaks down our findings and gives valuable insights to help inform future improvements.

TRooInbound as a certified HubSpot Solution partner offers continuous support and guidance throughout the entire implementation process. This includes regular check-ins and consultation sessions as needed. Contact us for any HubSpot Implementation checklist related needs.

Trust our graduate-level expertise and careful evaluation to optimize every aspect of your HubSpot portal better than ever before.

The Results: Know the 4 Errors After a HubSpot Website Audit:

After you conduct a HubSpot audit, what results can you expect to find?

Many companies are making the same mistakes, which is damaging their chances of success. Let’s go through these given and avoidable mistakes during a HubSpot audit.

Mistake #1: Inaccurate Contact Database:

The unauthentic data blocks your customer and email lists. Whether an internal employee enters made-up data while testing the system or a prospect enters the wrong data in a form, this inaccurate data can mislead your analytics and spoil your results.

Mistake #2: You’re Missing Out on Key HubSpot Features:

HubSpot offers a wide range of features and tools that most people aren’t taking advantage of. You will determine which tools you have access to and see which ones are slipping under your radar during an HubSpot audit.

Mistake #3: You haven’t Set Up Lead Scoring:

Lead scoring is a total must-have for inbound marketing, helping companies size up leads and pinpoint the perfect customers. If businesses don’t take advantage of HubSpot’s read-scoring tool, they’re passing up primo workflow and automation options that can seriously free up time for their sales and marketing squads.

Mistake #4: You Don’t Follow Naming Conventions:

An unorganized HubSpot account wastes everyone’s time. During an HubSpot audit, companies need to find consistent naming conventions for landing pages, lists, CTA’s, emails, campaigns and more. Following consistent naming conventions makes everyone’s jobs easier.

HubSpot Audit - Marketing Hub:

The HubSpot Marketing Hub is a comprehensive solution for your marketing department. It enables you to engage with your target audience, increase brand awareness, and connect with prospects at every stage of the buyer’s journey.

Use the HubSpot onboarding checklist as a guide to examine and optimize your HubSpot Marketing Hub.

Evaluate Your Marketing Hub Settings:

Review and configure your marketing hub settings to ensure that they are correct.
Double-check and align your team settings, notifications, and channels with your business needs.
To effectively support marketing and sales operations, businesses must assess their contact and company properties accurately. This evaluation ensures the correct information is collected to facilitate these critical functions.

Review Your Lead Generation Processes:

To ensure efficient and effective marketing, evaluate your lead generation procedures. Please take a deep dive into them to make sure they’re top-notch at getting the job done.
Make sure your landing pages, forms, and CTAs are set up correctly and being effectively utilized.
Evaluate your lead capture and routing rules to ensure leads are assigned correctly and on time.

Examine Your Email Marketing Processes:

Aligned ad review email marketing processes with best practices.
Check that your email templates are up-to-date and aligned with your band.
To effectively deliver targeted and personalized content, evaluate your email marketing automation and segmentation. This ensures that you are sending out tailored messages to hit the mark for your audience.

Review Your Website Analytics & SEO:

Evaluate your website analytics to ensure that you are tracking the right metrics.
Check that your website is optimized for search engines: ensure that all elements are appropriately structured and tagged, including headings, meta descriptions, and alt tags. Additionally, confirm that relevant keywords are strategically placed throughout the content.
You should evaluate your website content and make sure that it is relevant, high-quality, and optimized for search engines.

Note: This section of the HubSpot audit only applies if your website is running on the HubSpot content management system (CMS).

Analyze Your Marketing & Sales Alignment:

Review your marketing sales alignment to ensure that these departments are working effectively together.
Ensure that your marketing and sales teams have aligned their lead management and lead handoff processes.
You should evaluate your marketing and sales metrics and make sure they are driving improvements in your marketing Hub processes.

HubSpot Audit - Sales Hub:

When properly configured, the HubSpot Sales Hub provides a package of tools that any sales team can utilize to shorten the sales cycle, schedule more appointments, and complete more transactions.

Audit your HubSpot Sales Hub to verify that your sales team has all it needs to succeed.

Evaluate Your Sales Hub Settings:

Review your sales Hub settings to ensure that they are configured correctly.
Double-check your team settings, notifications, and channels to ensure they align with your sales processes.
Evaluate your deal setting and properties to ensure you collect the correct information that supports your sales team.

Review Your Sales Processes:

Evaluate your sales procedures to ensure they are both efficient and effective.
Check that your deal phases are appropriately set up and used on a consistent basis.
To ensure efficient movement of deals through the sales process, evaluate your deal pipelines and automation rules. Check that deals are being moved smoothly and efficiently.

Examine Your Sales Team’s Usage of Sales Hub:

It is essential to review and ensure your sales team’s usage of Sales Hub to maximize effectiveness. Assessing includes checking how they are utilizing the platform to get the most out of it.
Ensure your sales team is utilizing all the available features and tools in the sales Hub to their fullest potential.
Assess your sales team’s use of Sales Hub and identify any areas that may require training. Examine how they are utilizing it and see if any areas require more training.

Review Your Sales Collateral & Content:

To maintain effective sales processes, ensure your collateral and content are up-to-date. Evaluate them to align with your selling approach.
Ensure that your sales team has easy access to all the necessary materials and content required for effectively selling your products or services.
Evaluate your sales content and collateral creation process to ensure it is efficient and effective.

Evaluate Your Reporting & Analytics:

Review your reporting and analytics to verify you’re tracking the appropriate metrics.
Check that your reporting dashboards are configured appropriately and are giving the information you want.
Examine your sales KPIs to verify they are being used to make changes in your sales procedures.

HubSpot Audit - Service Hub:

The HubSpot service Hub setting to ensure that they are configured correctly.
To effectively support your customers, double-check your team settings, notifications, and channels to ensure you are collecting the correct information.

Review Your Ticketing Processes:

Evaluate your ticketing process to ensure that it is efficient and effective.
Ensure that you have correctly set up and consistently used your ticket status and stages.
Check and evaluate your ticket process and automation rules to ensure the accurate assignment of tickets to the right team member at the appropriate time.

Examine the Knowledge Base:

Audit your knowledge base articles to verify they are current and correct.
Make sure your knowledge base is logically arranged and easy to utilize.
Optimize your search feature to ensure that clients can quickly discover the information they want. Check your search capability to ensure that clients can quickly discover the information they’re looking for.

Review Customer Feedback Processes:

Consider how you gather and manage client feedback.
Make sure you’ve got a system in place to handle customer feedback and address all the problems that come up.
Review client satisfaction indicators and confirm that they are consistent with your company’s objectives.

TRooInbound

We are HubSpot certified experts and have assisted over 500 businesses with HubSpot end-to-end solutions. We offer a comprehensive range of HubSpot services: from auditing, HubSpot migration checklist and optimizing marketing, sales, and service hubs to researching new revenue goals using this powerful tool – we can help your company succeed, too.

Our experienced and experts team will dive deep into your HubSpot portals to identify weak spots, assess your processes, consolidate and clean up data, and optimize your tools if your organization needs assistance with conducting a HubSpot audit. Additionally, we have the solutions and strategies required to get the job done if you’re also looking for a HubSot solution partner to help manage your business’s HubSpot activities.

But you don’t have to take our word for it. Our clients’ testimonials and blogs can be viewed to get an idea of our HubSpot website development, training, experience, and track record of success.

Are you willing to take benefit of everything that HubSpot has to offer?

Let’s schedule a consultation with experts today to get started

Switch From Conversion Funnel To Flywheel

Public Relations As Inbound Marketing

Reasons Why HubSpot Audit is Needed
The Results: Know the 4 Errors After a HubSpot Website Audit:
HubSpot Audit - Marketing Hub:
HubSpot Audit - Sales Hub:
HubSpot Audit - Service Hub:
TRooInbound

Switch From Conversion Funnel To Flywheel

Public Relations As Inbound Marketing

Aman Bhati

Aman Bhati is a Digital Marketing Manager, possesses a diverse range of skills and knowledge to effectively tackle a broad spectrum of digital marketing challenges. His expertise extends from the development of project strategies and timelines to the optimization of website design and content, conducting comprehensive market research, and efficiently setting up and managing paid advertising campaigns.

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How to Conduct a HubSpot Audit

Reasons Why HubSpot Audit is Needed