When Should You Consider a HubSpot Portal Audit?
A HubSpot audit isn’t just for when things go wrong—it’s a proactive way to keep your system efficient, up to date, and aligned with your business strategy. If any of these scenarios sound familiar, it’s time for a closer look at your portal.
- Bringing in New Leadership: New marketing, sales, or revenue operations leaders need to get up to speed fast. An audit provides a clear, comprehensive overview of your current setup, helping them make informed decisions from day one.
- Dealing with Technical Issues or Unexplained Glitches: If your system isn’t running as expected—whether it’s automation misfiring, reports pulling inaccurate data, or processes slowing down—an audit helps identify and resolve the root cause before it impacts performance.
- Adopting New Features: HubSpot constantly rolls out new tools and updates, but if you’re not reviewing your setup, you might be missing out. An audit ensures you’re using the latest features to improve efficiency, streamline workflows, and stay ahead of the competition.
Have questions? We can help.