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Comprehensive HubSpot Audit

Description

A thorough HubSpot audit is essential for ensuring your CRM is operating efficiently and aligned with your business goals. This milestone involves evaluating your current HubSpot setup, identifying inefficiencies, and providing recommendations to optimize performance. By auditing everything from workflows and properties to user permissions and integrations, you’ll uncover opportunities to improve CRM health, streamline processes, and ensure your data is accurate and actionable.

Process Summary

  1. System Overview: Review your HubSpot setup, including CRM structure, properties, workflows, and integrations.
  2. Data Integrity Check: Assess the quality of your data, identifying duplicates, incomplete records, and outdated entries.
  3. User Permissions Audit: Review user roles and team assignments to ensure proper access and alignment with responsibilities.
  4. Report Assessment: Analyze current dashboards and reports for accuracy and relevance.
  5. Recommendations: Provide a detailed audit report with actionable recommendations for improvements.

Requirements

  • Full access to your HubSpot portal for auditing.
  • Collaboration to discuss business goals and areas of concern.
  • Feedback on recommendations to prioritize implementation.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Clear insights into the current state of your HubSpot instance.
  • Actionable recommendations to improve CRM efficiency and data integrity.
  • A more organized, streamlined, and effective CRM.