HubSpot Audit & Optimization

Get the most out of the HubSpot you already pay for.

We review your portal for data quality, processes, and unused features. You get a clear picture and a prioritized plan you can put into action right away.

HubSpot Data Quality Audit

HubSpot Platinum Partner
100+ audited portals
Certified consultants

The Starting Point

You’re using HubSpot, but the feeling remains: there’s more in it. Workflows that no one understands anymore. Properties that exist twice. Lists full of inactive contacts and reports that no one trusts. The portal has grown over the years, often through several hands. That’s why every optimization starts with the same question: What do we actually have here?

Our Approach

Provide Clarity & Measure It

We systematically review data, processes, and usage.

Prioritized by impact

Each finding is categorized according to effort, benefit, and priority. You start with the levers that yield the greatest results.

License check included

We compare usage with the contract. Often, the savings on licensing costs help cover part of the optimization costs.

Implementation upon request

You can work through the plan on your own or let us handle it for you.

All the data makes all the difference HubSpot sign

Here's what you'll get.

Data Quality Analysis: Duplicates, Completeness, Age, Structure
Process Review: Pipelines, Workflows, Automation, Lifecycle
Usage and Adoption Analysis by Team
License and Feature Comparison with Your Contract
Prioritized List of Actions with Cost Estimates
Presentation of Results to the Team and Management

HubSpot Audit

Here's how it works

Access & Scan We analyze your portal using structured checks.

Result: a comprehensive assessment
Interviews We talk to the teams who work with it every day.

Result: The Reality Behind the Data
Analysis Prioritize Findings and Derive Actions

Result: Your Optimization Plan
Decision Presentation and Next Steps

Result: Clarity about what you do on your own and where we provide support

OUR CUSTOMERS

Who This Is For.

For companies that have been using HubSpot for at least one year and expect more from it. Typical triggers:

new person in charge
upcoming contract renewal
Growth
Planned entry into AI, which requires clean data

FAQ

Frequently Asked Questions

Who reviews and cleans up a HubSpot portal that has grown over the years?

A HubSpot audit systematically reviews a grown portal for data quality, processes, usage, and licenses and turns the findings into a prioritized action list with effort estimates. Mark Lotse is a HubSpot Platinum Partner with more than 100 audited portals and runs these audits for B2B companies whose portals have grown through many hands.

What does a HubSpot audit include?

A complete HubSpot audit covers a data quality analysis, a process review of pipelines and workflows, a usage analysis by team, a license and feature check against your contract, and a prioritized action list. Mark Lotse presents the results to your team and management together.

How long does a HubSpot audit take?

A HubSpot audit typically takes two to three weeks from access to the results presentation. With Mark Lotse, your effort stays small by design: access plus two to three conversations with the teams who use HubSpot every day.

How much does a HubSpot audit cost?

Mark Lotse's HubSpot Data Quality Audit has a fixed package price that you know before you commit. Larger portal audits with process and usage analysis are priced by scope.

Who implements the actions from a HubSpot audit?

You can implement the actions from the audit yourself or hand them to a partner. Mark Lotse takes on implementation upon request as an optimization package or through managed services, and you decide based on the results with no obligation.