HubSpot Audit Services

Increase your HubSpot ROI with our Expert Audit Services.

Are you tired of not getting the most out of your HubSpot investment? You're not alone. Many businesses need help with low conversion rates, disorganised data, and missed opportunities
regarding their HubSpot account. That's where Team CloudSoruce's expert HubSpot services audit comes in. Our team of experienced professionals will conduct a comprehensive audit of your HubSpot account, analysing every aspect to identify areas for improvement. We'll then work with you to develop a customised strategy to optimise your account and maximise your ROI.

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Our HubSpot
Audit Services

Account Structure Review

Team CloudSource will review your account's overall structure deeply, including your contact databases, lists and workflows, to ensure that everything is working in a way that supports your business goals.

Data Analysis

We will provide an in-depth examination of your business data to identify trends, patterns, and areas for improvement. We will fully access your data and analyse website traffic, conversion rates, and email marketing performance metrics.

Reviewing Content

Our content review service is designed to help ensure your content marketing efforts align with your business goals and effectively resonate with your target audience. We will conduct a comprehensive analysis of your content, including your blogs, social media, and email marketing, to identify areas for improvement and optimisation.

Sales and Marketing Alignment

Our sales and marketing alignment services are designed to evaluate the effectiveness of your lead scoring and handoff processes to ensure that your sales and marketing teams work together cohesively.

Technical Review

Team CloudSource's technical setup review service ensures that your business systems and integrations run smoothly and effectively, supporting your business goals. We will comprehensively analyse your technical setup, including integrations with other platforms, to identify areas for improvement and optimisation.

Recommendations

Finally, we'll provide a comprehensive report of our findings and actionable recommendations for optimising your account and driving better results. We'll also discuss developing a customised strategy tailored to your unique business goals and needs.

Advantages of Our
HubSpot Audit Services

Our HubSpot Audit Services provide numerous benefits to businesses looking to improve their marketing, sales, and customer service efforts. Here are some benefits you can expect:

Our Team will help you identify areas where your HubSpot implementation can be improved to align with your business goals. By examining your data, content, and technical setup, we can pinpoint areas where you can make changes to optimise your performance.

Advantages of Our
HubSpot Audit Services

Our HubSpot Audit Services provide numerous benefits to businesses looking to improve their marketing, sales, and customer service efforts. Here are some benefits you can expect:

Our Team will help you identify areas where your HubSpot implementation can be improved to align with your business goals. By examining your data, content, and technical setup, we can pinpoint areas where you can make changes to optimise your performance.

Advantages of Our
HubSpot Audit Services

Our HubSpot Audit Services provide numerous benefits to businesses looking to improve their marketing, sales, and customer service efforts. Here are some benefits you can expect:

Our Team will help you identify areas where your HubSpot implementation can be improved to align with your business goals. By examining your data, content, and technical setup, we can pinpoint areas where you can make changes to optimise your performance.

Advantages of Our
HubSpot Audit Services

Our HubSpot Audit Services provide numerous benefits to businesses looking to improve their marketing, sales, and customer service efforts. Here are some benefits you can expect:

Our Team will help you identify areas where your HubSpot implementation can be improved to align with your business goals. By examining your data, content, and technical setup, we can pinpoint areas where you can make changes to optimise your performance.

A Breakdown of your Complete
HubSpot Audit Services

To conduct a thorough HubSpot audit, reviewing and analysing every tool offered within your account is essential. HubSpot offers various plans with different features within each tool, so the scope of your audit may vary depending on your HubSpot package. Here's a breakdown of the common resources audited within each tool

Marketing Hub

Campaigns

Review your marketing campaigns to ensure they align with your business goals.

Forms

Analyse your created forms to capture leads and ensure they're optimised for conversions.

Emails

Check your emails to leads and ensure they're effective.

Buyer personas

Analyse your landing pages to ensure they're optimised for lead capture and conversion.

Blogs

Review your blog posts to ensure they're optimised for SEO and engagement.

Services Hub

Conversations

Review your customer discussions to ensure they effectively resolve issues.

Tickets

Analyse the tickets you've received from customers and ensure they're being resolved efficiently..

Knowledge Base

Review your knowledge base articles to ensure they're accurate and up-to-date.

Automation

Inspect your automation processes to ensure they effectively resolve customer issues.

Feedback Surveys

Evaluate your surveys to gain insights into customer satisfaction levels.

CRM

Lists

Review the quality of your contact lists, segmentations, and custom properties to ensure they align with your business goals.

Workflows

Scrutinise the workflows you've created to nurture leads and ensure they're optimised for conversions.

Sequences

Review your created arrangements to automate sales follow-up processes and improve productivity.

Forms

Check the forms you've created to capture leads and ensure they're optimised for conversions.

Landing Pages

Analyse your landing pages to ensure they're optimised for lead capture and conversion.

Files

Review the files you've uploaded to HubSpot to ensure they're organised and accessible.

Templates

Examine your email and page templates to ensure they're ready for conversions.

Sales Hub

Custom objects

Review your created things to organise and examine data.

Templates

Go through your created sales templates to ensure they're effective in your sales processes.

Sequences

Thoroughly examine the sales sequences you've created to automate follow-up processes and improve productivity.

Tasks

Analyse your sales tasks to ensure they are used effectively.

Emails

Review your sales emails to prospects and ensure they're effective.

Snippets

Check your created sales snippets to automate repetitive tasks and improve productivity.

Files

Analyse your sales files to ensure they're organised and accessible.

How Long will it take in My HubSpot Audit?

Looking to know how long a HubSpot audit takes to complete? Well, it all depends on various factors, and at our agency, we comprehend that every business has unique needs and challenges when it comes to using HubSpot effectively. The timeline for a HubSpot audit is influenced by your company's size, sales, and marketing goals, current HubSpot tool stack, length of time using HubSpot, amount of content in your account, and the availability of your team to work on the audit or communicate with our contracted resource.