HubSpot Audit
Check your HubSpot account's settings, tools, content, reports, integrations and AI features.
A HubSpot audit looks at the overall health of your account, including settings, users and permissions, marketing tools, your website and CMS, reporting, integrations and AI features. It answers a simple question: is HubSpot set up to support how your business is supposed to run?
Accounts collect clutter over time. Old workflows keep running, forms multiply, former employees keep their access and integrations quietly create duplicate data. None of it seems urgent on its own, but together it makes HubSpot harder to trust and more expensive than it needs to be.
Findings get judged against your own lifecycle and pipeline design, not just generic best practice, and each one is tagged as a blocker or something for the backlog. Contacts, deals and technical SEO each get their own step, so this audit stays focused on the account as a whole.
Signs you need this
- You're paying for features you're not sure you use
- Former employees still have access
- Workflows, forms or lists have piled up and nobody knows what they do
- Integrations break or create duplicate data
- You inherited the account from someone else
End results
- A clear verdict on your account's health: healthy, needs work or major issues
- A prioritized list of fixes by area, each tagged as a blocker or backlog item
- A list of features you're paying for but not using
- Fixes written clearly enough that anyone on your team could carry them out
Common questions
How often should we audit our HubSpot account?
Once a year is a good baseline, plus any time you change tiers, inherit the account from someone else or plan a big change like a migration or new pipeline. Smaller quarterly check-ins on users and workflows help keep the clutter from building back up.
What are the most common problems in a HubSpot account?
Unused or broken workflows, duplicate properties, forms that no longer feed the right lists, users who should have been removed and reports nobody trusts. Most accounts have at least a few of each.
Are we paying for features we don't use?
Often, yes. An audit compares what your tier includes against what you actually use, which can point to a downgrade, a different seat setup or features you're already paying for and could start using.
Does this cover contacts and deals?
No, contacts and deals each have their own step so they get the attention they need. This audit focuses on settings, tools and how the account is configured overall.
What should happen after the audit?
Work through the blockers first, since those are the issues that affect data accuracy or day-to-day use. Backlog items can be scheduled over the next few months alongside the rest of the roadmap.
