In this video, I’ll walk you through the exact framework for auditing your HubSpot portal so you can clean up your CRM, align your tools with business goals, and maximize your ROI.
Think of a HubSpot audit like a health check-up for your CRM. From cleaning your database to optimizing Marketing, Sales, and Service Hubs, this checklist will help you spot inefficiencies, improve reporting, and unlock the full potential of your portal.
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What you’ll learn in this video:
- Why HubSpot audits matter
- CRM cleanup & integrations
- Marketing Hub essentials (emails, forms, segmentation)
- Sales Hub pipelines & forecasting
- Service Hub checks for better customer experience
- Workflows, lead scoring & user management
- Reporting & continuous improvement
Why auditing HubSpot is critical:
- Keep CRM data accurate and reliable
- Boost marketing conversions with clean segmentation
- Streamline your sales process and forecasting
- Improve customer satisfaction through Service Hub
- Maintain compliance & security with privacy checks
- Whether you’re scaling fast or just want to make sure your HubSpot investment is paying off, this checklist will help you stay organized, efficient, and ahead of the game.