If you’re responsible for your company’s HubSpot and you aren’t sure if your portal (sometimes referred to as a HubSpot account or HubSpot instance) is set up correctly, is being used to its fullest potential, or if it’s just been a while since your last HubSpot clean-up, it might be time for a few much-needed HubSpot audits.
After all, HubSpot hygiene is essential to the health of your company’s marketing and sales pipeline!
au·dit (/ˈôdət/)
noun
an official inspection of an individual’s or organization’s accounts, typically by an independent body.
Though a “general audit” can provide some high-level insights into your current set up, we recommend more targeted audits that focus on a specific pain point you’re experiencing. Let’s look at 6 custom-built HubSpot Audits Gate 39 Media created for our clients that may help address your needs.
Purpose: You need to convert more website visitors into leads (increase conversion rates).
During a CAMPAIGN AUDIT, your existing campaigns are carefully reviewed to help optimize every touch point of your conversion paths.
What is a Conversion Path?
Loomly defines a conversion path as a “sequence of steps taken by a website user that leads to the brand’s desired end result.” In other words, it’s the path a website visitor follows, including web pages, CTAs, landing pages, etc., that lead them to your desired result (often a form submission).
By optimizing your conversion paths, you can remove dead-ends, increase your conversion rates, and better understand your leads. And this is the point of a campaign audit – to identify the weak points in your campaigns and ideate on how best to improve them.
A Campaign Audit should help you answer the following questions:
If these are questions you need answers to, connect with us today!
Purpose: You need to send higher quality leads to sales in a shorter amount of time.
During a FUNNEL AUDIT, our friendly HubSpot professionals help you understand where your leads are in your funnel, why, and how you can move them down your funnel faster. Plus, you will learn about some powerful automations we can build in HubSpot to streamline your marketing to sales lead handoff experience.
By optimizing the lead handoff between marketing and sales, you’ll be able to send higher quality, better qualified leads to sales, shorten the time it takes for sales to follow up, and reduce pitfalls in your lead funnel.
A Funnel Audit should help you answer the following questions:
If you’re currently unable to answer some or all of these questions, we can help you uncover the answers and turn your funnel into a well-oiled, lead generating machine!
Let’s talk about how we’ll achieve success for you.
Purpose: Increase your email marketing performance.
During an EMAIL AUDIT, we’ll focus on optimizing reader engagement and ensuring you’re sending the right information to the right people at the right time. We’ll work to reduce unsubscribes, increase click-through rates, and optimize your email design for readability.
An Email Audit should help you answer the following questions:
Unable to answer some or all of these questions? You’re not alone (especially if you’re wearing many hats). Many organizations benefit from specialized agency help.
Learn how our friendly, certified team can operate as an extension of your team to get your HubSpot in order.
Purpose: Lower your HubSpot subscription costs.
A clean database is critical for targeting marketing efforts and gaining team-wide confidence in your data. In a DATA AUDIT, our HubSpot certified team will work to reduce your marketing contact tier by removing bad data and purging unengaged contacts. We’ll then help you segment your CRM, enabling you to improve your marketing metrics and better understand your leads.
A Data Audit should help you answer the following questions:
If you don’t have the answers, we can take a look under the hood to assess what it will take to optimize your HubSpot portal.
Purpose: You need to reengage contacts and reduce unsubscribes.
A CONSENT AUDIT will help your organization remain GDPR compliant by ensuring you’re capturing privacy and consent at every entry-point to your CRM. We’ll advise on how to reduce unsubscribes by optimizing your subscription management and email templates. And then, we’ll show you how to re-engage and re-subscribe your lost leads.
A Consent Audit should answer the following questions:
Learn more about our Consent Audit here.
And finally,
Purpose: You need to make data-drive decisions, but you have no data.
A KPI Audit can help determine if you’re hitting your KPIs and ensure you’re tracking the performance of critical marketing and sales activities with powerful performance dashboards that visualize data metrics.
A KPI Audit will answer the following questions:
Not sure you can answer these questions right now? No sweat. Let’s explore an audit that will help give you peace of mind.
A HubSpot audit doesn’t have to be stressful or time-consuming. Our team follows a proven process to help customize your action plan and guide you through a truly positive audit experience that can produce clear and positive results for your business.
Connect with us today and let’s start a conversation.