HUBSPOT AUDIT

Unlock the Full Potential of Your HubSpot With HubSpot Audit Services

Our HubSpot Audit Services help you identify inefficiencies, fix data issues, and optimize automation across marketing, sales, and CRM. You’ll walk away with a detailed roadmap that turns your HubSpot into a high-performing growth engine.

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HubSpot Audit

Benefits

The Key Benefits of a Comprehensive HubSpot Audit

A HubSpot audit is not just about finding mistakes. It is about uncovering the gaps, inefficiencies, and missed opportunities that stop your marketing and sales engine from performing at full speed. Here is what you gain when you take a closer look.

Identify Performance Gaps

Pinpoint what’s slowing you down. From misaligned workflows to data clutter, a detailed audit highlights the exact issues impacting your HubSpot performance.

Improve Data Accuracy

Clean data means better decisions. We eliminate duplicates, bad segmentation, and outdated properties to ensure your reports reflect the truth.

Optimize Automations and Workflows

Streamline your processes so nothing slips through the cracks. A refined setup saves time, reduces errors, and keeps your teams aligned.

Increase ROI and Efficiency

By fixing inefficiencies and improving system usage, you maximize every dollar you have invested in HubSpot and drive more qualified leads and smoother operations.
HubSpot System Deep Dive

Curious about what's included in the Audit?

From CRM structure to automation potential, our audit examines how well your team leverages HubSpot and provides clear steps for improvement.

Lead Generation Process

Discussion on your inbound and outbound lead generation sources and associated processes and possible improvements.

Lead Nurturing Process

Discussion on the current lead nurturing efforts and incorporation of new nurturing strategy into the system.

Lead Scoring and Qualification

Understanding of your current lead scoring and qualification strategies and criteria and recommendations for improvements.

Sales and Marketing Alignment

Consultation on the criteria for MQLs and SQLs, lead assignment, and rotation among sales and marketing teams across lifecycle stages.

CRM Structure

Analysis of the current CRM structure and recommendations on using the custom objects or integrations to improve the structure for the team.

Automation Potential

Discussion with sales, marketing, and operations teams on redundant steps and the possibility of automation to increase efficiency and effectiveness.

Possible Integrations

Evaluation of current integrations and third-party tools being used by teams to leverage native or third-party integration potential.

KPI Based Reporting

Understanding of the KPIs for leadership, sales, and marketing teams and it's alignment with HubSpot Funnel or Custom Reporting.

Tools Utilization

Analysis of the sales-specific tools being used by the team including but not limited to templates, sequences, tasks, conversations, plugins.

Accreditations
Reviews

What Clients Say?

Josh Steinberg
Josh Steinberg
Director of Operations | Swipe Out Hunger

“Adeel + Afaq at 3&Four have been nothing but professional during our HubSpot revamp. Throughout the process they have been communicative, can translate HubSpot process speak to anyone slightly familiar with the platform and continually care for the success of the project. I have been nothing but impressed and grateful for their expertise and am excited to have met them!”

David Chambat
David Chambat
Co-Founder & Director | Immoneos

“Adeel and his team have an in-depth knowledge of HubSpot; they respond fast, efficiently, and with solutions. All this at a reasonable cost. I recommend”

2-Sep-05-2025-12-01-57-3193-PM
Asif Rehmani
Founder and CEO | VisualSP

“I have worked with Adeel and his team at 3 & four for the past few months now. What I have been most impressed with is their responsiveness and quality of work. Even though we are in two very different time zones (I'm in the United States while Adeel is in Pakistan), the communication is almost seamless which I very much appreciate. I look forward to our continued partnership.”

FAQs

Frequently Asked Questions About HubSpot Audit Services

A HubSpot audit reviews your entire setup including CRM structure, workflows, automations, integrations, data quality, reporting, and user permissions. The goal is to identify issues, optimize performance, and align HubSpot with your business objectives.
The timeline depends on the complexity of your portal. Most audits take between one and three weeks from access to final report delivery. Larger portals or multi-hub setups may require additional time.
Yes. Even well-maintained HubSpot accounts accumulate clutter and inefficiencies over time. An audit ensures your platform remains optimized, compliant, and ready to scale with your marketing and sales goals.
The audit itself focuses on discovery and recommendations. However, we can provide an implementation phase after the audit where we handle all necessary fixes, optimizations, and training.
At least once a year or whenever major changes occur in your team, strategy, or HubSpot tools. Regular audits help maintain performance and prevent data or workflow issues from snowballing.