Standard HubSpot Audit
We'll perform a comprehensive review of your HubSpot instance to identify areas for improvement and ensure you’re getting the most out of the platform. This audit package covers the following areas:
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Settings: This involves reviewing your settings, users, and teams to make sure everything is configured correctly.
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Users & Teams: We'll assess if you have the right number of seats (licenses) for your team, and make recommendations for adding or removing seats if necessary.
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Integrations: The audit will check to see if you’ve connected the right external tools to HubSpot, such as your CRM, GA4, Google Search Console (GSC), social media, and ad platforms.
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Data & Hygiene: This part of the audit focuses on the quality of your contact data. We'll identify marketing vs. non-marketing contacts and look for unengaged and duplicate contacts, suggesting ways to clean up your data.
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Lifecycle Stages: The audit will examine your lifecycle stages, which are used to track the progress of your leads through the sales funnel. It will ensure your stages are clearly defined and aligned with your sales process.
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Lists: An audit will review your contact lists to make sure they’re well-organized and up-to-date.
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Internal Workflow Automations: This aspect of the audit will assess your marketing automation workflows to see if they’re efficient and effective.
Customized HubSpot Marketing Audit
This audit includes all of the items in the Standard HubSpot Audit, with an added focus on the core components of your HubSpot marketing efforts. We'll evaluate your email campaign performance and nurturing strategies, as well as 2-3 of the following key areas:
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Campaigns: Evaluate the performance and effectiveness of your marketing campaigns, including goal setting, audience targeting, and ROI analysis.
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Landing Pages: Analyze the performance of your landing pages, focusing on conversion rates and user experience.
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Forms: Assess the effectiveness of your forms in capturing leads and generating conversions.
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Blog: Evaluate the quality and consistency of your blog content, as well as its impact on SEO and lead generation.
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Calls-to-Action (CTAs): Review the clarity and effectiveness of your CTAs across all content.
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Lead Scoring: Review your lead scoring criteria to ensure it accurately prioritizes leads for sales follow-up.
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Reporting: Analyze your marketing performance metrics to track progress and identify areas for improvement.
This audit will provide actionable recommendations to optimize your HubSpot usage and improve your marketing results.