Free Hubspot Audit
Get More Value from HubSpot—Free
Portal Audit & Expert Consultation
Already Using HubSpot but Unsure if you're Maximizing its Potential? Our Certified Experts Will
Review your Portal to Identify Gaps and Opportunities for Improvement.
Get Practical, Tailored Recommendations to Enhance your Data, Automation, Reporting, and
Overall Performance—Completely Free.
Review your Portal to Identify Gaps and Opportunities for Improvement.
Get Practical, Tailored Recommendations to Enhance your Data, Automation, Reporting, and
Overall Performance—Completely Free.
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Request HubSpot Audit
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Request Free HubSpot Audit
Fill out the form below to request your free HubSpot audit and receive expert recommendations to improve your CRM, automation, and overall portal performance.
What We Do
A free HubSpot Audit helps you understand what's working, what's holding your team back, and where
improvements will have the biggest impact. We review your portal across key areas and provide
practical recommendations you can act on immediately.
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01. CRM & Portal Health Review
02. Data Quality Assessment
03. Automation & Workflow Review
04. Reporting & Dashboard Assessment
05. Integrations & Connected Apps
CRM & Portal Health Review
We evaluate your overall HubSpot setup to ensure the portal is structured for performance, scalability, and long-term success.
- CRM structure & portal configuration
- Pipelines, lifecycle stages & objects
- User roles & permissions
- Overall portal health & best practices
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Data Quality Assessment
Clean, reliable data is the foundation of accurate reporting, automation, and customer management. We identify issues that impact CRM performance and data integrity.
- Duplicate records & missing data
- Property structure & field consistency
- Data hygiene & validation
- Recommendations for data quality
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Automation & Workflow Review
We review your existing automation to ensure processes run efficiently, reduce manual effort, and support your business goals.
- Workflow performance review
- Lead routing & task automation
- Internal notifications
- Automation optimization opportunities
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Reporting & Dashboard Assessment
We assess your reporting setup to ensure leadership has clear, reliable insights into business performance.
- Dashboard review
- Custom reports & KPIs
- Attribution & pipeline visibility
- Reporting improvement recommendations
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Integrations & Connected Apps
We evaluate how HubSpot connects with your existing tech stack to improve data flow and operational efficiency.
- Connected applications
- Data synchronization
- API & middleware review
- Integration health assessment
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What to Expect From Your HubSpot Audit
Our audit process provides a complete evaluation of your HubSpot portal, highlighting strengths, identifying issues, and recommending improvements that enhance CRM performance, marketing automation, reporting, and overall operational efficiency.
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In-Depth Analysis
We'll conduct a thorough examination of your HubSpot portal, using over 150 specific checkpoints. This detailed review aims to uncover every opportunity for enhancement.
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Performance Optimization
Just like regular health check-ups, our HubSpot audit is essential for maintaining the 'health' and efficiency of your CRM. We aim to clean and fine-tune your data for peak performance.
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Comprehensive Report
You'll receive a detailed assessment through an easily accessible Google Sheets document. This report will not only highlight current strengths but also pinpoint areas for improvement.
Actionable Recommendations
Post-audit, we'll provide you with actionable steps and strategies to unlock the full potential of HubSpot, ensuring you're using every feature and function to its maximum capacity.
Tailored Evaluation
Based on the nature of your business, we check and see how you utilize HubSpot, from CRM operations to marketing automation, to guarantee you're fully capitalizing on each feature's capabilities.
Engagement Models, Tailor-Made for You
Choose how you work with Straight Growth. Our flexible engagement models are designed to match your goals, timelines, and growth stage—without unnecessary complexity.
High-Level Audit
We meticulously review every tool included in your HubSpot package, conducting a thorough usage audit. We aim to provide insights on how these tools can enhance your operations and validate your investment in HubSpot.
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Detailed Audit
Our audit encompasses a comprehensive review of your entire HubSpot portal, including the configuration and activated features across all Hubs. We delve into a range of lesser-known settings that could revolutionize your business processes.
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