You’re paying for HubSpot. But are you really using it to its full potential? Most HubSpot accounts I audit need help with cluttered data, broken automation, or missed opportunities.
If your marketing feels messy, your reports are confusing, or your automation isn’t doing much automating… it’s time for a HubSpot Audit.
I'll take a deep dive into your current setup to uncover gaps, clean up inefficiencies, and find quick wins. Every audit includes:
CRM & Data Structure
- Are your contact/company records a mess?
- Duplicate or outdated properties?
- I'll review how your CRM is structured and recommend ways to clean it up.
Marketing Tools & Automation
- Review of emails, forms, landing pages, and workflows
- Identify what’s working, what’s not, and what’s missing
- Suggestions for better lead nurturing, segmentation, and engagement
Reporting & Attribution
- What metrics are you tracking—and are they helping you make decisions?
- Audit your dashboards, reports, and attribution tools to align with business goals
Website & CMS (if applicable)
- If you’re using HubSpot CMS, I'll assess your site setup, templates, and modules
- Check for optimization, SEO best practices, and performance issues
Integrations & Tech Stack
- I'll look at connected tools (like Salesforce, Zapier, Mailchimp, etc.)
Process
Once you fill out the form, I’ll send an invoice and request access. The audit and detailed report are completed within two weeks of access.
Investment: $750
Why Work With Me?
I’m a former HubSpotter turned freelance consultant with 12+ years helping businesses get results from HubSpot. I speak marketing, sales, and systems, and I’m known for making complicated things clear and actionable.
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