In-Depth HubSpot Portal Audits
Surface data gaps, broken workflows, underperforming assets, and missed opportunities — without spending hours digging through the portal.
The Foundation for Smarter Onboarding & Optimization
- ✅ Catch inefficiencies early
- ✅ Understand how the portal is used
- ✅ Build trust through transparency
- ✅ Align Marketing, Sales, and Service
What’s Included in a HubCreate Audit
Our audits scan every core area of your portal and return actionable insights.
Technical Overview
Ensure HubSpot is setup right with views on user access, DNS, and tracking.
Marketing Hub
Emails, forms, submission analytics, landing pages, subscription groups
Sales Hub
Pipeline structure, deal hygiene, unassigned owners, sales rep activity
Service Hub
Feedback survey usage, ticket pipeline coverage, knowledge base health
CRM Objects
Incomplete records, missing emails or owners, associations by object
Automation
Workflow audit, task creation, notifications, orphaned branches
Attribution & Traffic
Monthly trends, source breakdowns, conversion performance
Key Takeaways & Recommendation
A concise overview of audit flags and performance highlights to prioritize next steps.
Partner Custom Comments
Ability for HubSpot Partner to add in their own personalized comments directly in the audit.
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