If you’re responsible for your company’s HubSpot CRM and you aren’t sure if your portal is set up correctly, if you’re maximizing its benefits, or if it’s just been a while since your last cleanup, it might be time for a HubSpot audit. After all, HubSpot hygiene is essential to the health of your company’s marketing and sales pipeline.
Though a general audit can provide some high-level insights into the health of your portal, we recommend more targeted audits that focus on a specific pain point. So, let’s look at six custom HubSpot audits we created for our clients that may help you with your needs.
If you need to convert more website visitors into qualified leads, this is the place to start. During this audit, we’ll perform a thorough review of your existing campaigns and help you optimize every touchpoint of your conversion paths. This includes providing specific recommendations on how to remove dead ends, increase your conversion rates, and better understanding your leads.
If you need to send higher quality leads to sales in less time, we recommend a funnel audit. During a funnel audit, we’ll help you understand where in your funnel your leads are, why, and how you can move them through your funnel faster. Plus, you’ll learn about some powerful HubSpot automations we can build to streamline your lead handoff experience. By optimizing the lead handoff between marketing and sales, you’ll send higher quality, better qualified leads to sales, shorten the amount of time it takes for sales to follow up with those leads, and reduce pitfalls in your lead funnel.
An email audit will help if you need to improve your email marketing metrics. During your email audit, we’ll focus on optimizing reader engagement and ensure that you’re sending the right information to the right people at the right time. We’ll reduce unsubscribes, increase your clickthrough rates, and optimize your email design readability.
If you need to lower your HubSpot subscription costs or simply clean up your CRM, we recommend a data audit. A clean database is critical for targeting marketing efforts and gaining team-wide confidence in your data. During the data audit, we’ll reduce your marketing contact tier by removing bad data and purging unengaged contacts. Plus, we’ll help you segment your CRM, which will help you improve your marketing metrics and better understand your leads.
If you need to reengage contacts and reduce unsubscribes, consider a consent audit. The consent audit will help your organization remain GDPR compliant by ensuring that you capture privacy and consent at every entry point into your CRM. We’ll advise on how to reduce unsubscribes by optimizing your subscription management and email templates. Then we’ll show you how to reengage and resubscribe any lost leads.
Determine if you’re hitting your key performance indicators and ensure that you’re tracking the performance of critical marketing and sales activities with powerful performance dashboards that visualize data metrics. We’ll help your team understand how to build reports and dashboards in HubSpot and how to zero in on the information your executive leaders care most about.
A HubSpot audit doesn’t have to be time consuming or stressful. Our HubSpot certified team follows a proven process to create a customized plan and guide you through an audit experience that can produce clear and powerful results for your business. Contact us today and we’ll help you choose the best audit for your HubSpot portal!
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