HubSpot
Auditing & Optimisation

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 Get your HubSpot portal in shape - audit, optimise, and scale with confidence.

HubSpot Auditing

Why Your HubSpot Portal Needs an Audit

Even the best-built HubSpot portals lose their edge over time. As your business scales, so does the complexity inside your CRM; new workflows, properties, users, and reports slowly create clutter. Before long, data becomes inconsistent, automation overlaps, and teams stop trusting what they see.

A HubSpot Audit gives you back control. It’s a deep health check that uncovers what’s really happening inside your portal, from broken processes to missed opportunities. It helps you see where performance is slipping and what needs to change to get HubSpot working like it should.

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HubSpot Auditing

What a HubSpot Audit Delivers

A well-executed HubSpot Portal Audit gives you clarity and confidence. It highlights inefficiencies, cleans up your data, and realigns your system with your commercial goals. You’ll come away knowing exactly what’s holding you back and how to fix it, whether that’s optimising workflows, improving data quality, or rebuilding reports for accuracy.

In short: it’s the smartest way to turn your HubSpot portal from a daily frustration into a reliable engine for growth.

HubSpot Auditing

What’s Included in a HubSpot Audit

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  • Portal Configuration & Setup

    Building on the Right Foundations

    We assess how your portal is structured: objects, properties, pipelines, permissions, and integrations. Everything should support your business model, not slow it down.

  • Data Quality & Hygiene

    Clean Data, Clear Decisions

    Data is the fuel that powers HubSpot, but over time, duplicates, outdated contacts, and messy properties slow everything down. We identify where your data has drifted and outline exactly how to clean it up, standardise it, and keep it that way.

  • Workflows & Automation

    Smart Systems, Not Chaos

    Workflows should make life easier, not more complicated. We analyse your automations to find inefficiencies, overlaps, and errors that create confusion or missed leads. Then, we show you how to streamline them for speed and reliability.

  • Pipelines & Lifecycle

    Fix the Flow from Lead to Deal

    Sales stages, lifecycle definitions, and handoffs all shape your revenue engine. We assess how deals move through your pipeline and where opportunities stall, ensuring your sales process in HubSpot reflects the way your teams actually sell.

  • Reporting & Dashboards

    Insights You Can Trust

    Your reports should help you make better business decisions, not leave you second-guessing your numbers. We review your dashboards, KPIs, and attribution models to ensure they tell the truth about your performance.

  • User Adoption & Enablement

    Making HubSpot Work for Your Team

    Even the best-built system fails if people don’t use it. We assess how your team engages with HubSpot day to day; where adoption drops, where friction exists, and help you make the platform intuitive, not intimidating.

Auditing Services

How the Audit Works

Our process is straightforward, fast, and focused on results.

  • 1

    Discovery Call

    We start with a conversation about your goals, pain points, and what “great” looks like for your business.

  • 2

    Portal Review

    Our HubSpot specialists run a deep dive into your portal, reviewing every element from data to reporting.

  • 3

    Audit Report & Workshop

    You’ll receive a detailed report highlighting what’s working, what’s not, and what to prioritise next. We’ll then workshop the findings with your team.

  • 4

    Optimisation Plan

    You decide: implement the recommendations internally, or let us handle it through our HubSpot Optimisation service.

  • 5

    Follow-Up Review

    Six to twelve months later, we’ll check back in to ensure your portal remains healthy and scalable.

  • 6

    User Adoption & Enablement

    The best system fails if no one uses it. We evaluate user activity, identify training gaps, and make adoption simple through smarter design.

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    Growth Recommendations

    Finally, we map out where your portal can go next - integrations, automation opportunities, and structural improvements that future-proof your system.

HubSpot Optimisation

Optimisation That Fuels Growth

Once your audit reveals what’s holding you back, HubSpot Optimisation turns insight into improvement.

We fine-tune your portal so it works the way your business does; faster, cleaner, and built for scale. From rebuilding workflows and cleaning data to sharpening reports and dashboards, every change drives efficiency and commercial impact.

For scaling SMEs, the payoff is simple: less admin, better visibility, and a HubSpot portal that actually supports growth instead of slowing it down.

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Case studies

Success Stories

  • Better.co.uk

    HubSpot Consultancy

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    Automating sales workflows and improving pipeline management helped Better save £20k in admin costs and speed up deal conversions.

  • Open Study College

    HubSpot Consultancy

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    A streamlined CRM and automation setup gave Open Study College better sales efficiency and clearer marketing insights.

  • Culture AI

    HubSpot Consultancy

    Consultancy

    Rebuilding the HubSpot portal improved data accuracy and reporting and enabled more effective collaboration between the teams.

  • Up Learn

    HubSpot Consultancy

    Up Learn

    Resetting the foundations improved data, reporting and the visibility needed for sustainable, scalable growth.

  • 7Demand

    Branding

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    A strong brand presence helped 7Demand attract global clients and stand out in a crowded market.

  • Divide & Conquer

    Branding

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    A bold new brand positioned Divide & Conquer as a leader in the competitive fractional marketing space.

  • Cognisys

    Branding

    Cognisys listing image

    Refining their positioning gave Cognisys greater visibility and opened the door to new business opportunities.

  • Genesis

    Branding

    genesis listing image

    A refreshed brand identity helped Genesis establish a stronger, more credible presence in the industry. 

Trusted by over 200 SMEs

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FAQ’s

General Information

How long does a HubSpot audit take?

Most audits take between 2–4 weeks, depending on your portal size and complexity.

Do you implement the recommendations?

Yes , we can handle everything from audit to full optimisation. Or, you can take the roadmap and run it internally.

Will the audit disrupt our day-to-day operations?

Not at all. The review happens behind the scenes, and implementation can be phased to minimise disruption.

How often should I audit my HubSpot portal?

We recommend every 6–12 months, or after major business changes, such as new teams, integrations, or product lines.

What happens after the HubSpot Audit has been completed?

After the audit, we move into HubSpot Optimisation, putting the insights into action. This is where we fix what’s holding you back: cleaning data, refining workflows, and improving reporting so your portal runs smoothly. The result is a faster, cleaner, and more effective HubSpot setup that’s fully aligned with your growth goals.

What are you waiting for?
Get in touch.

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