HubSpot Auditing and Reporting Services

Optimize every click, convert every lead, and close every transaction.

Your HubSpot portal is an excellent tool, but are you using it to its fullest? At Inboundsys, we provide complete HubSpot audit and reporting services to guarantee your platform is configured correctly and efficiently in marketing, sales, and services operations. Our experience can help you identify inefficiencies, close gaps, and enable your team to make data-driven decisions that result in quantifiable development.

What makes our HubSpot audit and reporting unique?

"Beyond Data - Real Insights for Real Impact."

We go beyond surface-level analysis to comprehensively audit your HubSpot platform. We help you get the most out of your HubSpot investment by identifying hidden possibilities and providing actionable insights.

Our comprehensive HubSpot auditing services

HubSpot Portal Audit

A deep dive into your HubSpot account to ensure it is correctly configured, secure, and optimized for performance. We analyze:

Account Configuration: Permissions, user roles, integrations, and account setup.
Data Hygiene: Duplicate contacts, incomplete properties, and outdated information.
Contact and Deal Properties: Structure and relevance to your sales process.
System Security: User permissions, third-party app access, and GDPR compliance.

Marketing Hub Audit

Optimize your marketing strategies with a detailed assessment of your tools and campaigns:

Email Marketing: Evaluate templates, open rates, deliverability, and A/B testing performance.
Landing Pages: Conversion rate analysis, user experience, and SEO factors.
Lead Nurturing: Workflows, lead scoring, and lifecycle stage management.
Ads Management: ROI tracking and alignment with target personas.

Sales Hub Audit

Improve the efficiency of your sales processes with our detailed analysis:

Sales Pipelines: Stages, deal properties, and close rate optimization.
Sequences: Automation performance and prospect engagement metrics.
Sales Dashboard: Accuracy and customization to track key performance indicators (KPIs).
Integration Review: Seamless integration with CRMs, calendars, and third-party tools.

Service Hub Audit

Enhance customer satisfaction and retention with optimized service tools:

Ticket Pipelines: Workflow analysis and automation for ticket resolution.
Knowledge Base: Content structure, relevance, and search performance.
Customer Feedback Tools: NPS, CES, and customer satisfaction surveys for actionable insights.

Custom Workflow and Automation Audit

Automation is key to efficiency. We audit and optimize workflows to ensure:

Proper triggers and actions for every stage of the buyer's journey.
Smooth handoffs between marketing, sales, and service teams.
Error-free execution with measurable outcomes.

Reporting and Analytics Audit

We ensure your reporting tools deliver the insights you need:

Dashboards: Evaluate accuracy, relevancy, and customization of metrics.
Attribution Reporting: Analyze the customer journey to track campaign success.
Cross-Platform Reporting: Seamless integration of HubSpot data with external tools.
Revenue and ROI Analysis: Correlate marketing and sales efforts to business growth.

Advanced reporting and custom dashboard creation

Why settle for generic reports when you can get tailored insights? Our team builds:

Custom dashboards for measuring sales, marketing, and customer success.
Granular segmentation is used to track performance at both the micro and macro levels.
Visualizations that help your team comprehend and act on vital data.
Multi-touch attribution reports help to map ROI across campaigns.

Why choose Inboundsys for HubSpot auditing and reporting?

HubSpot Expertise: We offer unparalleled expertise and experience as a HubSpot Diamond Partner.
Proven Frameworks: Our auditing methodology is designed to discover shortcomings and propose effective remedies.
Data-Driven Insights: Actionable suggestions based on your company objectives.
Ongoing Support: Post-audit help for implementing and monitoring improvements.

Who benefits from our services?

Businesses that are scaling with HubSpot are streamlining processes and increasing efficiency.
Companies seeking higher ROI by improving marketing, sales, and service performance.
Organizations need data clarity to gain valuable insights and help shape their strategy.
Teams that require compliance audits to ensure that GDPR and other data standards are followed.

Let’s get started

HubSpot is a powerful tool, but only when it’s used right. Let Inboundsys help you uncover its full potential through our expert audit and reporting services.

Frequently Asked Questions (FAQs) about HubSpot Audit and Reporting Services

What is a HubSpot audit, and why do I need one?

A HubSpot audit is a comprehensive review of your HubSpot platform to assess how well it is configured, utilized, and aligned with your business goals. It helps identify inefficiencies, gaps, and areas for improvement, ensuring you maximize ROI from your HubSpot investment.

How long does the audit process take?

The duration depends on the complexity of your HubSpot portal. On average, our audits take 7-14 business days, but timelines may vary for larger or more complex setups.

Will an audit disrupt my ongoing operations?

No, our audit process is non-intrusive. We analyze your HubSpot portal in the background without affecting your daily operations or ongoing campaigns.

Do you audit custom integrations in HubSpot?

Yes, we review all third-party integrations to ensure they are configured correctly, aligned with your processes, and secure.

Do you provide recommendations after the audit?

Every audit includes a detailed report with findings, actionable recommendations, and prioritized steps to optimize your HubSpot platform.

Do you offer post-audit support?

We offer implementation support, training, and ongoing consultation to ensure the audit recommendations are successfully executed.

What does the marketing audit involve?

We analyze your email campaigns, landing pages, forms, CTAs, lead scoring, lead nurturing workflows, and overall campaign performance.

Can you help improve my lead generation strategy?

Yes, we identify gaps in your current strategy and recommend optimized approaches for better lead generation and nurturing.

How does the sales audit benefit my team?

The sales audit helps streamline your pipelines, improve deal tracking, and optimize automation, enabling your team to close deals more efficiently.

Can you evaluate my sales sequences?

We assess your sales sequences' structure, timing, and performance to enhance prospect engagement.

Do you review sales dashboards?

We analyze your sales dashboards to ensure they track the right KPIs and provide actionable insights.

What does the Service Hub audit include?

The Service Hub audit covers ticket pipelines, knowledge base performance, customer feedback tools, and service workflows.

Can you help improve my customer support processes?

Yes, we identify inefficiencies in your ticketing system and recommend automation and process improvements to enhance customer support.

What types of reports do you analyze?

We review dashboards, campaign reports, attribution models, and revenue reports to ensure they align with your business goals.

Can you help me set up custom dashboards?

Yes, we build tailored dashboards for sales, marketing, and service metrics based on your unique requirements.

Do you provide cross-platform reporting support?

We can integrate HubSpot data with external tools to deliver comprehensive cross-platform reports.

What do you check in a workflow audit?

We evaluate triggers, actions, performance, and alignment with your buyer's journey to ensure smooth automation.

Do you check for duplicate records?

We identify and resolve duplicate contacts, deals, and companies to maintain clean data.

How do you handle GDPR compliance during the audit?

We review your data collection, storage, and processing practices to ensure compliance with GDPR and other regulations.

How much do your audit services cost?

Pricing depends on the scope and complexity of the audit. Contact us for a customized quote tailored to your needs.

Do you offer a free consultation?

We provide a free initial consultation to understand your requirements and propose the right solution.

Can I combine an audit with other services?

We offer comprehensive solutions to complement your audit, including HubSpot onboarding, training, migration, maintenance, and implementation support.

HubSpot Auditing and Reporting