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HubSpot Portal Audits

Optimize Your Clients' HubSpot Portals with Expert Audits

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Maximize the ROI of your clients' HubSpot subscription while uncovering new opportunities for your agency with our comprehensive audit services.

  • Optimize Performance & Efficiency
  • Identify Opportunities for Your Client & Agency
  • Tailored Expert Recommendations
  • Unlock Work Through Recommended Actions

Our detailed white-label reports are ready to hand to your clients and can include all Hubs and subscription levels.

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Help Clients Know What They Don't Know

HubSpot Portal Audit Services

Extremely detailed and meticulous. GDPR-friendly. AI-free.

Table of Contents
How to use this report
HubSpot Tracking Code
Deals Without Associated Contacts
Recommendations
Appendix

To learn more about our HubSpot Audit services, check out this video:

Let Us Help Your Agency Uncover More Work From Existing Clients

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With over 11 years as a HubSpot Solutions Partner, our team brings expertise and extreme attention to detail to every audit. We meticulously examine your client's HubSpot portal to identify best practices and uncover critical data points that can drive marketing success for them - while identifying actionable billable hours of work for your agency.

Most reports are 80-120 pages and include detailed recommendations, summaries, and calculated visual scores.

Tried and True

Driven By Expertise

Our Process

Our Proven Process

Our audits are thorough and tailored to your specific needs. We focus on the most impactful areas of your HubSpot setup, ensuring that our recommendations are both informed and actionable. You'll receive a comprehensive report that outlines areas for improvement and strategies for optimization.

Informed Recommendations

Informed Recommendations

Leverage our extensive experience to gain valuable insights into your HubSpot Portal. Our educated recommendations are designed to enhance your marketing efforts, streamline processes, and boost overall performance.

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Use Cases

HubSpot Portal Audits

Marketing Hub Onboarding

Marketing Hub

Our HubSpot Marketing Hub Audit thoroughly examines your client's HubSpot portal to assess campaign strategies, analyze workflows, review email marketing, and evaluate lead nurturing processes.. It also includes a detailed inspection of your portal settings, CRM data hygiene, integration efficiency, and reporting accuracy. By identifying areas of improvement and providing actionable recommendations, we help you maximize your client's HubSpot investment and drive measurable results.

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Sales Hub Onboarding

Sales Hub

Our HubSpot Sales Hub Audit delves into the intricacies of your client's sales processes and systems. We review their pipeline management, deal tracking, lead scoring, contact management, and sales automation to facilitate seamless operations and optimize their sales efficiency and effectiveness. We assess your client's use of sales sequences, templates, and reporting functionalities to establish strategic recommendations that align with their sales objectives, helping them close more deals and drive revenue growth.

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Service Hub Onboarding

Service Hub

Our HubSpot Service Hub Audit focuses on evaluating & enhancing customer service processes. We review your client's ticketing system, customer feedback mechanisms, knowledge bases, customer portals, and service automation to ensure their customer satisfaction & streamline service delivery.We also examine customer segmentation, reporting, and service-level agreements (SLAs) to provide strategic recommendations that help your client deliver exceptional service experiences.

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CMS Hub Onboarding

CMS Hub

Our HubSpot CMS Hub Audit ensures your client's website is performing at its best. We evaluate the website's design, functionality, and UX. We perform a thorough review of their templates, themes, and modules to ensure they align with best practices and business goals. We also analyze your client's content strategy, SEO performance, and site structure to provide actionable insights to help your client optimize their website to engage visitors effectively and drive conversions.

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Ops Hub Onboarding

Operations Hub

Our HubSpot Operations Hub Audit meticulously examines your data integration and process automation. We assess workflows, custom properties, and data quality to ensure seamless synchronization across business tools.  We review features like data sync, programmable automation, and datasets. Our audit identifies opportunities for optimizing operations, reducing manual tasks, and enhancing data accuracy.

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Past & Present Clients

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Meticulosity - HubSpot Partner