What Are the Different Service Plans Available in HubSpot Audit? 

At G&H Automation, our HubSpot Audit service is designed to provide clarity, structure, and performance improvements across your entire HubSpot ecosystem. We understand that every business operates at a different level of complexity, which is why we offer multiple audit plans tailored to your needs. 

Whether you require a foundational review or a comprehensive cross-hub integration assessment, our audit packages ensure your HubSpot environment is optimized for growth. 

Overview of Our HubSpot Audit Plans 

We offer three primary HubSpot Audit service tiers: 

• Essential 

• Pro Integration 

• Elite Success 

Each plan builds progressively, expanding the scope of analysis, integrations reviewed, and optimization depth. 

1. Essential Plan

The Essential audit plan is ideal for businesses seeking a structured review of their core HubSpot setup. 

What’s Included: 

A focused audit across key HubSpot hubs, including: 

Marketing Hub 

• Contact management review 

• Email marketing configuration 

• Landing page performance check 

• Lead generation workflows 

• Analytics & reporting structure 

Sales Hub 

• Contact management 

• Deal pipelines review 

• Email tracking 

• Sales automation analysis 

• Reporting evaluation 

CMS Hub 

• Drag-and-drop editor setup 

• Website themes review 

• SEO recommendations 

This plan ensures your foundational systems are properly configured, aligned with best practices, and ready for scale. 

2. Pro Integration Plan

The Pro Integration plan is designed for businesses that rely on multi-hub coordination and deeper automation strategies. In addition to everything included in Essential, this plan expands into: 

• Advanced marketing automation review 

• Sales automation optimization 

• Call tracking analysis 

• Custom code review within CMS 

• Cross-hub reporting alignment 

This plan is ideal for growing teams that depend heavily on workflow automation, reporting accuracy, and operational efficiency. 

3. Elite Success Plan

Our Elite Success plan is the most comprehensive HubSpot audit package offered by G&H Automation. This plan covers: 

• Full Marketing Hub assessment (including automation depth) 

• Full Sales Hub evaluation (pipelines, automation, tracking) 

• CMS Hub advanced review (custom code, membership/user authentication) 

• Cross-hub data consistency analysis 

• Advanced reporting and dashboard structure evaluation 

Additionally, this tier includes deeper review within: 

Service Hub (where applicable): 

• Ticketing & automation workflows 

• Knowledge base structure 

• Live chat and conversational bots 

• Customer feedback systems 

• Reporting dashboards 

Operations Hub (where applicable): 

• Data syncing configuration 

• Custom object evaluation 

• Automation logic 

• Reporting structure integrity 

This plan is best suited for established organizations that rely on HubSpot as a central operational system and need strategic-level insights. 

How to Choose the Right Audit Plan? 

The right plan depends on: 

• The number of hubs you actively use 

• The complexity of your automation workflows 

• The level of integration between teams 

• Your growth stage and reporting requirements 

If you're unsure, our team can review your current setup and recommend the most suitable audit tier. 

Why Choose G&H Automation for HubSpot Audit? 

Unlike generic checklists, our HubSpot audits are: 

• Practical and implementation-focused 

• Tailored to your business model 

• Structured with actionable recommendations 

• Designed to improve performance, not just identify issues 

We do not just point out gaps, we provide a clear roadmap to resolve them. 

Ready to Audit Your HubSpot Account? 

A clean, optimized HubSpot account improves marketing ROI, strengthens sales processes, and enhances customer experience. If your system feels cluttered, underperforming, or overly complex, now is the time to act.