HubSpot Audit Services:
Get a Clear Roadmap to Optimize Your CRM
Stop Guessing, Start Knowing with a HubSpot Audit
You already know HubSpot is a powerful platform — but if your portal isn’t set up correctly, it can feel messy, inefficient, and overwhelming.
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Data might be unreliable or incomplete.
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Workflows may be broken or redundant.
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Reports don’t tell the full story.
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You’re not confident you’re getting the ROI you should.
That’s where a HubSpot Audit comes in.
Our team takes a deep dive into your HubSpot portal to uncover what’s working, what’s broken, and where the opportunities are. The result? A clear, actionable roadmap that helps you move forward with confidence.
What’s Included in
a HubSpot Audit?
Each HubSpot audit evaluates the areas that matter most to your business. Depending on your needs, we can target our audit to a single hub, or we can assess multiple hubs to give you a more complete picture.
CRM Hygiene & Data Quality
- Duplicate records and gaps in your contact database
- List structures and segmentation quality
- Highlight risks that undermine marketing and sales
Marketing Hub Audit
- Emails, landing pages, forms, CTAs, and workflows
- Lead nurturing and conversion path analysis
- Reporting alignment with marketing goals
Sales Hub Audit
- Pipelines and deal stages
- Lead status usage and sales process alignment
- Playbooks, tasks, and reporting health
Content Hub Audit
- Blog structure and SEO best practices
- Topic clusters and keyword strategy
- Content performance insights
At the conclusion of the audit, you receive a written, prioritized list of issues and opportunities, delivered via a live 60-minute workshop with you and your team.
How the HubSpot Audit Process Works
We keep the process straightforward and efficient:
Discovery Workshop: The audit kicks off with a comprehensive discovery process to understand your business goals and how your team uses HubSpot today.
Deep-Dive Portal Review: Once we know what we’re looking for, we conduct a detailed analysis of your HubSpot account, documenting strengths, gaps, and risks.
Audit Documentation & Presentation: You receive a detailed workbook documenting our findings, which we review together in a 60-minute presentation with your team.
Actionable Roadmap: We conclude the audit with clear next steps to get your HubSpot account in tip-top shape. You can take these next steps in-house, with us, or a mix of both.
HubSpot Audit Pricing
HubSpot Audits are scoped by the number of hubs included:*
Single Hub Audit
$3,400
Two Hub Audit
$4,695
Three Hub Audit
$5,990
CRM Hygiene Only
$2,475
* Pricing indicated is for Professional-level subscriptions. Custom packages are available for larger audits or Enterprise-level needs.
Is a HubSpot Audit Right for You?
This service is a perfect fit if:
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You’re a marketing leader who suspects your HubSpot setup isn’t performing at its best.
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You’ve inherited a messy HubSpot portal and need clarity before making changes.
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You’re considering expanding your HubSpot investment but want confidence in your foundation first.
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You want an outside expert’s perspective on what’s working in your CRM and what’s holding you back.
HubSpot Audit FAQs
A HubSpot Audit is a detailed review of your HubSpot portal that identifies what’s working, what’s broken, and what can be optimized. You’ll receive a workbook and live presentation with clear recommendations.
Most audits take 2–3 weeks from discovery call to final presentation, although larger multi-hub audits or complex enterprise hub audits may take 3-4 weeks.
A HubSpot Audit is diagnostic — it shows you where the problems and opportunities are. Cleanup is the hands-on work of fixing those issues. Many clients start with an audit and then move into cleanup.
Pricing starts at $2,960 for a single, Professional Hub audit. Packages are also available for Enterprise Hubs and multiple hub audits. Basic CRM data hygiene-only audits are also available.
No — we offer audits as a standalone service for any company using HubSpot.