Does G&H Automation Offer HubSpot Account Audit Services?

If your HubSpot account feels messy or performance has dropped, a HubSpot Audit can help you fix it.
This audit uncovers what’s working, what’s broken, and what’s slowing your growth.

In this article, you’ll learn what the audit covers, how we run it, what you’ll receive, and how to get started.

Why Get a HubSpot Audit? 

Think of this as a health check for your HubSpot setup. It helps you stop guessing and start improving with clear data-driven insights.

Here’s what you’ll gain:

• A clear performance overview: Find broken automations, orphaned assets, and data issues fast.

• Faster ROI: Fix blockers that slow revenue and waste manual effort.

• Cleaner data: Remove duplicates, standardize fields, and make reports trustworthy again.

• Better security and governance: Ensure permissions, integrations, and roles meet compliance standards.

• An actionable roadmap: Receive not just findings, but clear, prioritized steps to fix them.

What We Audit?

We use a detailed, structured checklist to review every part of your HubSpot account.
Here’s a breakdown of what we check and why it’s important.

1. Account and Property Configuration

We check: business units, account settings, currencies, time zones, domains, and tracking setup.
Why it matters: Incorrect configurations can break tracking, cause reporting errors, and confuse teams.

2. CRM Structure and Data Quality

We check: contact, company, deal, and ticket properties; duplicates; inconsistent formatting; lifecycle stages.
Why it matters: Clean, structured data powers accurate segmentation, automation, and reporting.

3. Pipelines and Deal Stages

We check: pipeline setup, stage definitions, automation logic, and win/loss tracking.
Why it matters: Pipelines must match your real sales process or forecasts will fail.

4. Workflows and Automations

We check: workflow logic, triggers, enrollment rules, branches, and error handling.
Why it matters: Broken automations can cause missed follow-ups, duplicate actions, or bad customer experiences.

5. Marketing Assets and Campaigns

We check: landing pages, forms, templates, subscription settings, list hygiene, and campaign attribution.
Why it matters: Misconfigured assets can cause lost leads and poor visibility into campaign results.

6. Sales Tools and Sequences

We check: sequences, email templates, playbooks, and activity tracking.
Why it matters: Sales teams rely on accurate data and efficient tools to work effectively.

7. Service and Support Setup

We check: ticket pipelines, SLAs, automation rules, knowledge base connections, and feedback systems.
Why it matters: Well-built service systems improve response times and customer satisfaction.

8. Integrations and Data Flows

We check: all connected CRMs, e-commerce systems, webhooks, middleware, and sync logic.
Why it matters: Poor integrations lead to inconsistent records and a fragmented customer view.

9. Reporting and Dashboards

We check: key report accuracy, dashboard design, custom metrics, and team accessibility.
Why it matters: Reliable reports help you make confident, data-backed decisions.

10. Security, Permissions, and Governance

We check: user roles, access levels, SSO, 2FA, inactive users, and audit practices.
Why it matters: Strong governance protects sensitive data and prevents unauthorized access.

11. Content and Template Audit

We check: email templates, landing pages, SEO basics, and brand consistency across content.
Why it matters: Consistency saves time, reduces rework, and maintains your brand image.

Our HubSpot Account Services Audit Approach 

We follow a consultative, evidence-driven process that delivers clear outcomes, not just a long list of problems. 

• Discovery and Scope: We align on objectives, success criteria, and access requirements. You tell us the things keeping you up at night. 

• Access and Preparation: We request read-level admin access and a short list of stakeholders; we also gather sample reports and a list of active integrations. 

• Technical Review: Automated scans and manual checks across HubSpot configuration, data, automations, and integrations. We use tooling plus expert review. 

• Stakeholder Interviews: We speak with a few key users to understand business context, pain points, and desired outcomes. 

• Analysis and Prioritization: We score findings by impact and effort, producing a prioritized action list (quick wins vs strategic fixes). 

• Delivery Workshop: We present the findings, walk through the recommended roadmap, and align on next steps. 

• Optional Implementation Support: If you want, we can execute the prioritized fixes and validate results. 

Deliverables You Will Receive 

You won’t just get a report — you’ll receive a complete, actionable package designed to help you improve immediately.

• Executive Summary: One-page view for quick leadership insights.

• HubSpot Health Score: A numerical snapshot of your account’s performance.

• Detailed Findings: Categorized issues with risk levels and explanations.

• Prioritized Action Plan: Quick wins, medium tasks, and long-term projects with suggested owners.

• Integration Map: Visual diagram showing system connections and sync errors.

• Data Quality Report: Duplicate examples, formatting issues, and cleanup suggestions.

• Reporting Recommendations: Fixed KPIs, dashboard templates, and saved report setups.

• Presentation Workshop: We walk through findings and help you plan the next phase.

Engagement Models

We customize each audit depending on your goals and resources.
Here are common engagement types:

• Fixed-Scope Audit: A one-time review with clear deliverables.

• Audit + Remediation: We audit and then implement the fixes for you.

• Retainer & Optimization: Continuous monitoring and quarterly re-audits to maintain performance.

How to Prepare for Your Audit

To make the process quick and effective, have these ready before we begin:

• Admin or read-level HubSpot access.

• A short list of key stakeholders and main users.

• A few sample reports or dashboards you use regularly.

• A list of all connected integrations or apps.

• Your top three business goals for HubSpot.

Who Benefits the Most?

This audit is perfect for:

• Businesses planning a migration or merger.

• Teams struggling with data quality or reporting.

• Marketing and sales departments wanting higher lead-to-revenue efficiency.

• Companies that haven’t reviewed HubSpot setup in over a year.

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Want to Proceed With Next Steps?

The easiest way to begin is by booking a discovery call. We’ll confirm your scope, explain what access we need, and outline how to get maximum value from your audit.