HubSpot Audit

Following HubSpot Best Practices? Find Out.

If you've been using HubSpot for a while but wonder if there is a better way to get results, an audit can help.  The Pivot team works in HubSpot all day, every day. We're a Platinum HubSpot Partner with more than 25 HubSpot Certifications. We'll look at your HubSpot instance and make suggestions for improvement. 

For just $500, we'll fully audit your account including:

  • Contact records
  • Landing pages
  • Email marketing
  • Conversion rates
  • Workflows
  • Calls-to-action
  • Dashboard reports
  • List segmentation
  • Lead scoring

And anything else you're concerned isn't working as well as it should be.

What You Get

Within 1 week, we'll deliver the results of your audit in a report with a video overview. It includes:

  • Benchmarks and how you measure up
  • Suggestions for quick wins that deliver immediate gains
  • Recommendations for conversion rate improvement
  • A tune-up guide with our best practice recommendations for data hygiene, file/folder naming conventions, list segmentation, and more
Marketing-Doodles

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.

FAQ

HubSpot Audit FAQ

A HubSpot audit helps fine-tune your portal, ensuring that everything—from workflows to contact properties—is organized, efficient, and aligned with your business goals. Below, we break down some of the key areas reviewed during an audit and why they matter.

Why is Reviewing Workflows in a HubSpot Audit Important?

Workflows are the backbone of your automation strategy, but over time, they can become inefficient, outdated, or even counterproductive. Pivot takes a closer look at your workflows to ensure they’re working as intended and not creating unnecessary friction.

What’s Evaluated?

  • Performance & Effectiveness – Are your workflows nurturing leads, automating key tasks, and functioning as expected? We analyze their impact on your marketing and sales efforts.
  • Redundancies – If old workflows are running in the background, they could be wasting resources or causing confusion. We identify what’s still relevant and what needs to go.
  • Efficiency Fixes – Whether it's a misfiring automation or an overly complex setup, an audit highlights areas where workflows can be improved or simplified.
  • User Experience – Well-structured workflows create a seamless customer journey, ensuring timely and relevant communication.
  • Alignment with Business Goals – Your strategy evolves—your workflows should, too. We check if they still support your current objectives.

A workflow audit ensures that automation helps—not hinders—your business.

How Are Properties Assessed During a HubSpot Audit to Reduce Data Clutter?

Your CRM is only as good as the data inside it. If your database is cluttered with unnecessary or duplicate properties, it can slow down reporting, confuse your team, and make it harder to find the insights you need.

How Do We Clean Up Properties?

  • Identifying Redundancies – We review all properties to find duplicates or ones that serve the same function but are labeled differently.
  • Evaluating Necessity – Some properties are rarely used or no longer needed. We flag these for removal to keep your system clean.
  • Analyzing Usage – We check how frequently each property is updated or accessed to determine its relevance.
  • Providing Recommendations – After the review, we suggest merging, renaming, or deleting properties to improve data clarity.

Cleaning up properties makes your CRM more efficient, reducing clutter and making data easier to manage.

What’s the Process for Cleaning Duplicate Records in HubSpot Contacts and Companies?

Duplicate records can cause confusion, lead to inaccurate reporting, and waste time for your team. Pivot's audit includes a structured approach to finding and merging duplicate contacts and companies.

Steps for Managing Duplicates:

  1. Identify Potential Duplicates – HubSpot’s duplicate management tool flags similar records based on names, email addresses, and other key details.
  2. Evaluate Duplicate Entries – We review flagged records to ensure that they’re actually duplicates and not distinct contacts or companies.
  3. Merge Records – Once confirmed, we consolidate duplicates, keeping essential information intact while eliminating redundant data.
  4. Validate Email Addresses – After merging, we check email validity to ensure deliverability and prevent bounced emails.
  5. Schedule Regular Audits – Data cleanliness isn’t a one-time fix. Ongoing reviews help prevent duplicate buildup and maintain accuracy.

By keeping your contact and company records clean, you improve CRM efficiency and ensure better sales and marketing alignment.

How Are Settings Reviewed During a HubSpot Audit to Identify Cost Savings?

HubSpot’s tools are powerful, but if your settings aren’t optimized, you could be paying for features you don’t need—or missing out on ones that could streamline your operations. Pivot's HubSpot audit reviews your settings to ensure you're getting the most value out of your subscription.

Where Can You Save?

  • Evaluating Settings & Features – We review every configuration in your account to see if you’re fully using the tools you’re paying for—or if there are overlooked features that could improve efficiency.
  • Optimizing Subscription Usage – Are you paying for a higher-tier plan than you need? We analyze your contact limits and feature usage to identify opportunities for cost savings.
  • Identifying Underused Tools – If certain functionalities aren’t being used, they may be adding unnecessary costs. We assess what’s essential and what can be adjusted.
  • Providing Cost-Saving Recommendations – Based on our findings, we suggest setting adjustments, subscription changes, or alternative strategies to reduce expenses while maintaining effectiveness.

Why It Matters

A settings review isn’t just about trimming costs—it’s about ensuring you’re fully leveraging HubSpot’s capabilities without overspending. Small tweaks can lead to big savings, all while improving your overall workflow.

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