Deep HubSpot Portal Audits That Increase HubSpot ROI

A HubSpot portal audit helps identify areas where you can improve efficiency, streamline processes, and better align your HubSpot activities with your business objectives, ultimately enhancing ROI and improving the overall experience leads, prospects, and customers have with your brand.

You should conduct some form of a HubSpot portal annually or whenever there are significant changes in your business strategy. (For instance, a change in leadership, business objectives, product or service focus, and so on.) It’s also recommended whenever HubSpot makes significant changes to the tools and features they offer. 

The duration of a HubSpot Audit can vary but typically takes a few weeks, depending on the complexity of your HubSpot setup and the depth of the audit required. If you require an audit of more than one portal, that can increase the length of your engagement. 

Yes, a HubSpot Audit can identify strengths, weaknesses, and opportunities in your lead generation strategies. For instance, common opportunities we uncover include better targeting, content optimization, automation strategies, and lead nurturing processes.

No, our HubSpot auditing process is designed to be as minimally invasive and disruptive to your daily operations. An audit is simply a review process that doesn't interfere with your daily operations. Implementation of our recommendations is entirely in your hands, and we are at your service.

Basic preparation involves providing access to your HubSpot account and relevant business strategy documents. Once we begin our engagement, we’ll provide a detailed account of what we need for your audit to be a success. 

Post-audit, you'll receive a comprehensive report with findings and recommendations, followed by a consultation to discuss implementation.

Yes, the audit will review your data management practices, ensuring they comply with regulations and maintain high data security standards.

Absolutely, audits are tailored to fit the specific needs and scale of your business.

The audit can pinpoint inefficiencies in your sales pipeline, suggest better CRM practices, and recommend automation to enhance sales productivity.

Absolutely. By optimizing your Service Hub and customer engagement strategies, the audit can help improve customer satisfaction and retention.

Yes, of course! We’re passionate about empowering education at Sidekick Strategies, so we offer training and support to implement audit recommendations effectively.

A HubSpot Audit is specifically tailored to the HubSpot ecosystem — specifically, how you use HubSpot technology to support and scale your strategic initiatives, rather than your strategies alone.

While primarily focused on your use of HubSpot, the audit can include competitor insights to benchmark your performance.

Yes, one of the key benefits is better alignment of marketing and sales efforts through streamlined processes and shared data insights. If this is a core area of focus, we can talk through a custom solution that takes sales and marketing alignment into account as a goal.

An audit can provide you a clear view of what’s working, what’s not working, and what needs to change. While implementation of our recommendations will be essential to your success, a HubSpot portal audit is the roadmap you need to get to where you want to go. 

The cost of your audit will depend on a number of factors — number of portals within the audit, your specific business objectives and requirements, complexity of your use of HubSpot, and more.