HubSpot portal audit

Do you work with HubSpot but feel you could be getting more out of it? Then our portal audit is exactly what you need. Many organisations start with a well-set-up portal, but as they grow, change teams or shift objectives, the structure often becomes fragmented. Data degrades, workflows become outdated and teams move in different directions. The result is less visibility, reduced efficiency and missed opportunities.

Our HubSpot portal audit makes hidden bottlenecks visible. By thoroughly analysing your portal, we restore structure, provide clear insight and identify growth opportunities. This ensures your HubSpot environment not only works, but truly works for you.

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HubSpot portal audit

What Is a HubSpot Portal Audit?

A Portal Audit is an in-depth analysis of your existing HubSpot environment. We examine how everything is currently configured and map your key processes. We assess both technical and strategic elements so you gain insight into the current state as well as opportunities for optimisation. We look at:

CRM-data

How is your data organised? Are there outdated or duplicate records? How well does your information align with your workflows and processes? We assess the completeness and accuracy of your customer data and identify where improvements are possible.

Marketing Campaigns

We review how your campaigns are set up, how you collect and nurture leads and whether your marketing is automated effectively. We check whether your lead nurturing is well structured and whether your forms and landing pages are optimised.

Sales pipeline

How is your sales process implemented in HubSpot? Are your deal stages logically structured and does your pipeline match your sales strategy? We assess how efficiently your sales team uses the available tools and propose improvements where appropriate.

Service Processes

How is customer experience supported in HubSpot? Do your teams make optimal use of tickets and feedback tools? We examine whether your service processes are customer-friendly and how they can be improved to respond more quickly and effectively to customer enquiries.

Automations

We evaluate automations in your HubSpot environment for efficiency. Are your workflows optimised to accelerate processes? Are sequences being used effectively? Are there workflows that have become outdated or redundant?

Dashboards & KPI's

How well are your dashboards designed? Do they provide the insights you need to make strategic decisions? We check whether you are measuring the right KPIs and whether your dashboards are clear and relevant for your teams, so your data remains actionable and insightful.

Integrations and Settings

Are your technical settings optimised for the best possible performance of HubSpot? Is your portal well integrated with other systems such as your website, CRM or e-commerce platform? We review your integrations and provide recommendations to ensure everything works together seamlessly.

Why a Portal Audit?

HubSpot offers tremendous possibilities, provided it is configured intelligently and strategically. When data is outdated, workflows are no longer current or teams each follow their own approach, you lose speed, efficiency and impact.

HubSpot also evolves rapidly. New features and updates are not automatically embedded in existing processes. Without regular optimisation, you miss valuable opportunities.

With a portal audit, you discover:

Where processes can be made smarter or more efficient
Which features you are not yet using
How small adjustments can deliver big results

In short, you gain the insights you need to continue growing.

What You Get

At the end of the audit, you receive a concrete report outlining the key findings of your HubSpot environment. This report includes a detailed analysis of each part of your portal, from CRM data to automations and dashboards. You also receive advice on both quick wins and strategic improvements, so you can start optimising immediately.

We provide a clear action plan for next steps and practical links to relevant HubSpot knowledge articles, so you can dive deeper where needed.

To ensure you can move forward with confidence, we schedule a personal review meeting. We discuss the follow-up steps and make sure you know exactly where you stand, what can be improved and how to get the most from your HubSpot licence.

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Who Is This Audit For?

This audit is ideal for organisations already using HubSpot but feeling that visibility is lacking or structure could be improved. It is also valuable if you want to verify that everything is still logical, efficient and up to date. If you work with multiple teams in marketing, sales and service and want to strengthen collaboration, the audit helps align teams and processes.

Are you just getting started with HubSpot? Then this is the perfect moment to set up your portal correctly from the outset, providing a solid foundation for growth.