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Mike Lieberman, CEO and Chief Revenue ScientistFri, Jan 18, 2019 5 min read

Need to Clean up Your HubSpot? Time for a HubSpot Audit

5 Tips & Tricks for HubSpot Newbies---3Sales and marketing move fast these days, and you may find you struggle to keep up. New tactics and strategies are being implemented all the time. Keeping a CRM like HubSpot neat and tidy during this constant shifting is a challenge, and you might find your portal in a state of chaos every time you log in.

If this sounds like you, it could be time for a HubSpot audit. The audit can help you reorganize your portal, tidying it up to streamline your marketing strategies and objectives. So what can an audit do for you?


What Is a HubSpot Audit?

First things first. What exactly is a HubSpot audit?

Essentially, it’s a chance to take stock of everything you’ve put into HubSpot, reorganize it, and re-evaluate what you’re doing with the platform. You may not be getting everything you could be getting out of HubSpot because you’re not using certain tools or features effectively.

Auditing your HubSpot portal can help you organize some of your sales and marketing efforts. It also presents a chance to step back, analyze your data, and determine just how you’re performing. You can then gain insight into how you can move forward.


Who Conducts the Audit?

It’s usually best to get an outside party to conduct your audit. Your in-house team is likely busy, which is why the portal is a little chaotic. They also may have difficulty stepping back and analyzing the big picture.

Further, if you’re not getting everything you could be getting out of the CRM, an external auditor should be able to offer more insight into what you could be doing differently.


Analyzing Your Data and Performance

The first step in the audit is usually analyzing your CRM data and the performance of your assets. Some auditors offer only a limited review of asset performance, so you’ll need to choose wisely.

This step helps you move forward effectively with HubSpot. What have you been doing that works well?

The numbers give you a clearer picture of what’s working. This can help you devise a strategy as you move forward. You can leave behind tactics and campaigns that aren’t working or transform them using the lessons learned from more successful efforts.


Are You Using the Right Tools?

Another thing you’ll examine during the HubSpot audit is your use of the many different tools in the CRM. You may feel you’re not getting everything you could be getting out of this technology. It might be because you’re not using the right tools or you’re using them improperly.

An external auditor can help you identify the tools you’ve used successfully, as well as those you haven’t leveraged well. They may also make recommendations about tools you haven’t yet incorporated into your sales and marketing strategies.


Organizing Your Efforts

Overall, the audit of your HubSpot portal should help you organize your sales and marketing efforts. With the insights provided by the auditor, you may even be able to devise clear and streamlined processes for creating assets and executing campaigns.

In essence, an audit helps your entire sales and marketing strategy become more organized. It can also help you tidy up the assets that already exist within the portal. For example, you can clean up your contacts list by reconciling duplicate entries and getting rid of entries that have bounced emails.

Finally, the audit can also help you clean up the data you’re collecting and analyzing. Knowing which metrics to keep an eye on is key to measuring future performance.


Do You Need an Audit?

If things in your HubSpot portal seem to be getting a little out of hand, it might be time to book an audit. It can help you streamline all of your efforts, from your strategy right down to the people on your contact list.



Mike Lieberman, CEO and Chief Revenue Scientist

Mike is the CEO and Chief Revenue Scientist at Square 2. He is passionate about helping people turn their ordinary businesses into businesses people talk about. For more than 25 years, Mike has been working hand-in-hand with CEOs and marketing and sales executives to help them create strategic revenue growth plans, compelling marketing strategies and remarkable sales processes that shorten the sales cycle and increase close rates.