HubSpot audit

Gain full visibility into your company's utilization of HubSpot with our comprehensive HubSpot audit. Our audit will identify areas for improvement, optimize licensing costs, and enhance the efficiency of your marketing, sales, and customer service teams.

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The HubSpot audit service is aimed at customers who have HubSpot, but feel they are not using it to its full potential.

Through the audit, we will identify areas for improvement in the system configuration and identify best practices. The audit includes assessing the technical configuration, checking compliance with best practices for working on HubSpot, and analyzing gaps in the team's knowledge. In addition, we assess the suitability of your licenses and suggest optimizing their costs. That's dozens of checkpoints, comprehensively examining your configuration and work processes on HubSpot.

Learning about gaps in the use of HubSpot

A HubSpot audit will provide you with a detailed list of areas that require improvement in terms of configuration and processes. You'll discover where specific adjustments are needed to fully leverage HubSpot's potential and ensure your platform is operating as efficiently as possible.

Action plan for improvement

Following a comprehensive HubSpot audit, you will receive a clear action plan to optimize your use of HubSpot and maximize your return on investment. Our report will summarize key findings and provide a detailed list of recommended actions and improvements, helping you get the most out of HubSpot and drive better results for your business.

Knowledge transfer to the team

Your team will receive knowledge of HubSpot 's main principles and capabilities, which will allow them to better understand the directions for further improvements to the system. You will learn the main philosophy of HubSpot's operation so that you will know how to combine its various elements into a smoothly functioning mechanism.

Configuration support

If you need support in making the changes resulting from the developed report, we will provide you with access to our experts who will help you make the necessary modifications. It is also within our scope to fully map your processes and design their configuration on HubSpot.

Post-implementation support

You can take advantage of our support for HubSpot's ongoing development with our post-deployment support. We provide full services from training, to configuration and consultation, so that you have full access to HubSpot's team of experts on a daily basis.

Why choose HubSpot Audit?

A complete picture of HubSpot usage

You will identify gaps and areas for improvement in your current system configuration.

Improve process efficiency

You will receive specific recommendations on how to improve your processes and use of HubSpot.

License cost optimization

We will analyze the licenses you have and suggest optimization, which can reduce costs.

Increase the competence of the team

We will provide you with the knowledge of HubSpot's operating philosophy so that the team can efficiently realize its further development.

Best practices for working on the system

We will share proven solutions to increase the effectiveness of your marketing, sales and customer service efforts.

Recommendation configuration support

We provide post-audit support, from training to configuration and consultation, along with process re-engineering and optimization.

The exact implementation was extremely simple and took a few weeks, and importantly, it did not disrupt the sales team. One day people simply started working on the new system with up-to-date data! I fully recommend BusinessWeb as a partner - I hope to cooperate in the future as well, in the implementation of more HubSpot modules.

Voytovich, K.

| Fudo Security

We collaborated (actually, we collaborate all the time) with BusinessWeb on several workshops related to mapping our sales processes, organizing them and implementing them correctly in HubSpot CRM. The entire cooperation with BusinessWeb was valuable and met our expectations. We recommend with full confidence.

Kania, S.

| WebMakers Expert

I fully recommend working with BusinessWeb. From the very beginning of the implementation after GoLive, the people working with us showed full commitment and understanding to the questions we asked. The CRM has been implemented according to the first plan we agreed on at the first meeting and with full mutual cooperation the aforementioned deadlines are always delivered. From the moment of purchase to implementation, you can feel the guarantees that the BusinessWeb team is full of experts in their field.

Grochola, M.

| Schwung

Thanks to the trust we placed in BusinessWeb, we jointly implemented HubSpot CRM in our organization. Our implementation included: - recognition of the sales process - design and configuration of the sales process in the system - workshops of daily work in the system - technical assistance in adapting to our needs. The company recognized our needs perfectly, distinguished itself with an innovative approach to the service which brought tangible results.

Chuchelo, A.

| Riverdi

BusinessWeb - a reliable partner in the implementation of HubSpot system modules. From the very beginning of our cooperation, the BusinessWeb team demonstrated not only very good subject matter expertise, but also flexibility and readiness to help at every stage of the project. Their professionalism was evident in every aspect of our interaction. We can confidently say that BusinessWeb is an excellent cooperation partner.

Morycinska, M.

| Pirios

The cost of the audit including the development of the report and recommendations starts at 500 € for one Hub. When ordering an audit of the entire HubSpot, you can count on attractive discounts. The cost depends on the complexity of your processes, the version of HubSpot used by your team, the complexity of automation or integration.
The duration of the audit is a workshop of up to 2 hours per Hub HubSpot. After the audit, we need a few days to send the report and summary.
A HubSpot audit involves a detailed analysis of your HubSpot system configuration, assessing compliance with best practices and identifying areas for improvement. We also analyze the use of your licenses and suggest optimization. We provide the service in the form of a workshop of up to 2 hours per Hub and in the course of it we go through a structured list of questions and checkpoints. In case you have more Hubs, we organize a separate workshop for each Hub.
The audit covers all HubSpot solutions for marketing, sales and customer service. We check the technical configuration of the system, but also the way teams work on it, the knowledge of individual functions. The audit is dozens of checkpoints that comprehensively analyze the work of your team and the correctness of its setup.
An audit identifies gaps in the configuration and use of HubSpot, which can lead to more efficient teams, better data management and cost optimization. Conducting an audit is not just about checking the configuration, but also pointing your team to best practices for daily work on the system. An audit gives you a holistic vision for the further development of HubSpot, which turns into a coherent action plan leading to maximizing the use of your licenses.
Many HubSpot customers buy it directly from HubSpot and implement it themselves, some customers use partners, but they don't go through a comprehensive implementation just point configurations. Such a situation often leads to a system that is not configured in terms of best practices, reporting does not work, it is difficult to track the work of teams. An audit allows such companies to get back on a systematic path of properly configuring the system and maximizing the use of their licenses.
If something is not set up correctly in the HubSpot system, customers come to us with a problem in reporting: the system gives wrong reports, something is difficult to do and we do not know how to combine different information. Such a situation indicates that processes are not configured correctly, and hence there are problems in reports. In addition, we see deficiencies in the system's use of the lead flow funnel, wrongly setting up deals and making the deal system into a prospecting system, and we often detect deficiencies in the company's knowledge of HubSpot's licensed functions. So with an audit, we troubleshoot the misconfiguration of the system and identify knowledge gaps that can be quickly filled with our training.
The audit is not a training of the team, but there is a transfer of knowledge from what are the best working practices on HubSpot on a general level. We do not go into the details of how individual HubSpot functions work, but whether they are used and how they are used. As we notice problems with their use, we point out possible directions for improvement. The idea is to make our meeting interactive and provide you not only with information about what doesn't work, but also a direction for improvement. However, these are not dedicated training sessions. As part of the audit, you will get a training recommendation from us based on the gaps in employees' knowledge that we detect.
Yes, we offer post-implementation HubSpot support, which includes assistance in implementing audit recommendations and further optimization of the HubSpot system. You have full support from us in terms of process mapping, configuration design, building automation or reports. After the audit, we can also train your team so that you are able to continue on your own, for example, in the areas of report building or automation.

Do you need a HubSpot Audit? Talk to us

hubspot@businessweb.pl

Mariusz Glinski

BusinessWeb CEO

HubSpot audit

Learning about gaps in the use of HubSpot

Action plan for improvement

Knowledge transfer to the team

Configuration support

Post-implementation support

Why choose HubSpot Audit?

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Do you need a HubSpot Audit? Talk to us