HubSpot Audit

Schedule time with our principle consultants to explore where we can help you and your team. No project is too small, or too large. If we find the right fit we'll become an extension of your team to build something better together, and if we don't, we will advise on alternative options whether that journey will continue with or with out us.

Audit

Purpose

The purpose of a HubSpot audit is to evaluate the platform's setup and usage, identify areas for improvement, and optimize its features to align with business goals and enhance overall efficiency.

Processes

Initial Assessment and Scoping, Data and Configuration Review, Workflow and Automation Analysis, Content and Campaign Review and, Recommendations and Reporting.

Outcome

The outcome of a HubSpot audit is a clear understanding of platform usage, with actionable recommendations for optimization to improve efficiency, data quality, and customer engagement.

Starter

$500
  • Engagement Duration 2 Weeks
  • Discovery Workshops
  • Team Interviews
  • CRM & Pipeline Audit
  • Analysis & Reporting
  • Marketing Hub Audit
  • Data Analysis
  • Findings And Recommendations

Professional

$4,500
Includes Starter +
  • Engagement Duration 4 Weeks
  • Discovery Workshops Integrations Audit
  • Team Interviews Stress Test Of The Data
  • CRM & Pipeline Audit Data Validation
  • Analysis & Reporting Governance & Permissions Review
  • Marketing Hub Audit AuditDocumentation
  • Data Analysis Executive Summary & Recommendations

*The price can increase based on the number of users, complexity and Hubs to be trained on.