What is Your HubSpot Audit Service?

The audit provides clear insights into how your HubSpot setup is currently being used and what can be improved to align it with best practices and business goals. Rather than focusing on surface-level issues, our audit looks at HubSpot holistically across data, processes, automation, and reporting.

Why a HubSpot Audit Is Important?

Over time, HubSpot portals naturally become cluttered. Properties multiply, workflows overlap, reports lose accuracy, and users adopt inconsistent practices. These issues often go unnoticed until reporting becomes unreliable or automation starts breaking. 

A HubSpot audit helps bring clarity and structure back to your portal, ensuring HubSpot supports your operations instead of slowing them down. 

What the HubSpot Audit Covers 

Our audit reviews how your HubSpot account is configured and used across key areas. This includes CRM data structure, properties, pipelines, automation, integrations, permissions, and reporting. 

We evaluate whether your current setup aligns with HubSpot best practices and your business objectives. We highlight risks, redundancies, and opportunities for improvement.

1. Data Quality and CRM Structure Review 

Accurate data is the foundation of HubSpot success. We assess contacts, companies, deals, tickets, and custom properties to identify duplicates, unused fields, inconsistent formatting, and broken associations. 

This helps improve reporting accuracy, automation reliability, and overall CRM usability. 

2. Automation and Workflow Evaluation 

Workflows often evolve organically and can become inefficient or conflicting. As part of the audit, we review active and inactive workflows to ensure they are logically structured, properly triggered, and do not create unintended side effects. 

We also identify opportunities to simplify automation and improve performance. 

3. Pipeline, Lifecycle, and Process Alignment 

We evaluate how pipelines, lifecycle stages, and deal stages are set up and whether they accurately reflect your real-world processes. Misaligned stages often lead to poor reporting and low adoption. 

The audit highlights where adjustments can improve clarity, consistency, and team usage. 

4. Reporting and Dashboard Assessment 

Reports and dashboards are reviewed for accuracy, relevance, and usability. We identify outdated reports, broken filters, redundant dashboards, and metrics that may not reflect reality. 

This ensures leadership can rely on HubSpot reporting for informed decision-making. 

5. Integration and System Health Check 

We assess active integrations to ensure they are functioning correctly and not causing data conflicts or sync issues. This includes checking API connections, sync rules, and data flow consistency across systems. 

6. Audit Findings and Actionable Recommendations 

At the end of the audit, G&H Automation provides a clear summary of findings along with prioritized recommendations. These insights help you understand what needs immediate attention versus long-term optimization. 

The audit can be used as a roadmap for cleanup, optimization, or ongoing maintenance.

Who Should Consider a HubSpot Audit? 

A HubSpot audit is especially valuable if: 

• Your HubSpot portal has been in use for a long time 
• Reporting data feels unreliable 
• Automation has become complex or unpredictable 
• Multiple teams use HubSpot differently 
• You’re preparing for cleanup, migration, or scaling 

Why Choose G&H Automation for HubSpot Audits 

G&H Automation combines technical HubSpot expertise with real-world operational understanding. We don’t just identify issues. We also explain why they matter and how to fix them effectively. Our audits are practical, actionable, and tailored to how your business actually uses HubSpot. 

Ready to Audit Your HubSpot Account? 

If you want clarity, structure, and confidence in your HubSpot setup, G&H Automation’s HubSpot Audit Service can help you move forward with a clear plan.