A HubSpot audit is a structured review of how your portal is set up and used, so you can see what is working, what is broken and what to fix first if ROI is flat.
At Conversion Pipeline we do not run a generic checklist and email you a PDF of screenshots. We look at configuration, workflows, forms, calls to action, landing pages, content, Google Analytics and reporting the way a HubSpot Platinum Partner would before rebuilding anything. The point is a prioritized list your team can act on.
Most portals we open already have Marketing Hub or Sales Hub turned on. The usual story is that workflows were built by people who left, lifecycle stages do not mean anything to sales, forms never create clean CRM records, or licenses are paid for features nobody uses. The audit makes that visible before you spend another month guessing.
An audit only helps when the next steps are ordered by impact. We write the list that way on purpose.
You do not need an audit because HubSpot is bad software. You need one when the portal stopped matching how you sell, or when nobody can prove the license is paying for itself.
You pay for HubSpot every month but cannot show which workflows or campaigns create pipeline.
Dashboards disagree with sales, so leadership stops looking at them.
Old automations still send mail, score contacts or route leads long after the builder left.
Website and landing page forms email a person instead of creating a sourced CRM record.
Professional or Enterprise seats sit idle while scoring, sequences or custom reports stay off.
Before a full HubSpot or marketing automation project, you want a clear starting picture.
Tell us what feels broken. We will review the portal and return a prioritized fix list.
Book the auditIf you already know HubSpot needs a proper build, start with our Platinum Partner services.
HubSpot servicesMarketing consulting or fractional CMO work can set priorities the audit will feed.
Marketing consultingThe free audit is broad enough to find the real leaks, and specific enough that the fix list does not turn into a novel. Here is what we look at.
Want the deeper conversion view on its own? Ask for the 25 point conversion goal analysis when you book.
These problems show up again and again. Every one of them is fixable once it is named.
Most audits wrap in about one to two weeks after we have portal access, depending on portal size and how complex your workflows are. You get the findings in writing, not a vague verbal summary.
You share HubSpot access, site and analytics context, and the conversion goals that matter to leadership.
We inspect configuration, workflows, forms, CTAs, pages, content, Google Analytics and reporting.
We score how the site captures conversions, where people drop off and which sources convert.
You get a written fix list ordered by impact, plus notes on what can wait.
We walk the findings with you and map which fixes belong in HubSpot, automation, RevOps or consulting.
After the audit, many clients move into HubSpot implementation, marketing automation, RevOps or marketing consulting. The audit decides the order, not a sales script.
An audit tells you what to fix. These are the services that usually carry the work.
Prefer to talk first? Contact us or book the audit.
We do not invent audit ROI numbers. These published case studies show what happens when the website, campaigns and HubSpot share one reliable record.
Request the free audit. We will tell you what to fix first. Prefer email? Contact us.
We review HubSpot configuration, workflows, forms, calls to action, landing pages, content, Google Analytics setup and reporting. It includes a 25 point conversion goal analysis that shows how your site captures leads, where people drop off and which sources convert.
Yes. The audit deliverable and findings call are free. If you later want us to implement the fixes, that is a separate project you approve in writing. There is no obligation to buy HubSpot services afterward.
It fits teams already on HubSpot who are not seeing a clear return, companies about to expand hubs or rebuild automation, and operators who want a second opinion before a big implementation. If you have not bought HubSpot yet, start with our HubSpot partner services instead. See HubSpot services.
Most audits take about one to two weeks after we have portal access. Larger portals with heavy workflow history can take longer. We confirm timing once we see the size of the setup.
It is a granular look at how your website captures conversions, obstacles that block them, conversion rate, abandonment, conversions by source and related metrics. You define the goals you want scored so the report matches how you measure success.
No. The audit is a review. We do not turn workflows on or off, rewrite properties or publish pages as part of the free audit. Changes happen only if you hire us for implementation afterward.
We walk the prioritized list with you and recommend the next project if you want help: HubSpot cleanup, marketing automation, RevOps, CRO or consulting. You can also take the list to your internal team. Related paths: automation, RevOps, consulting.
We need enough access to review settings, workflows, forms, pages and reports. Super Admin is ideal. If your security policy limits access, tell us what you can share and we will work within that.
Conversion Pipeline is headquartered in Fairfax, Virginia with an office in Nashville, Tennessee. We deliver HubSpot audits for clients across the United States. Contact us.
Book the audit, share portal access and tell us which conversion goals matter. We will confirm scope and timeline, then return the written findings. Request your free HubSpot audit.
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