HubSpot Audit & Optimization

Get the most out of HubSpot—you're already paying for it.

We'll review your portal for data quality, processes, and unused features. You'll get a clear picture of the situation and a prioritized plan that you can implement right away.

HubSpot Data Quality Audit

HubSpot Platinum Partner
100+ verified portals
Certified Consultants

The Starting Point

We’re using HubSpot, but the feeling remains: there’s room for improvement. Workflows that no one understands anymore. Properties that exist in duplicate. Lists full of inactive accounts and reports that no one trusts. The portal has grown over the years, often through the hands of several people. That’s why every optimization effort 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.

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

UPPER LINE

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

For those who are interested.

For companies that have been using HubSpot for at least one year and are looking for more. Typical scenarios:

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

FAQ

Frequently Asked Questions

How long does an audit take?

Typically, it takes two to three weeks from enrollment to the presentation of results. We’ve deliberately kept the effort required on your part to a minimum: enrollment plus two to three interviews.

How much does the audit cost?

The Data Quality Audit has a fixed package price, which we clearly state in advance. We price larger portal audits based on scope.

Which hubs do you cover?

The entire platform: Smart CRM, Marketing, Sales, Service, Content Hub (CMS), Operations, Commerce/Revenue, and Data.

Is the audit a prerequisite for AI?

Yes, in fact, the audit is a prerequisite for getting started with AI. AI works with your data; the audit shows whether the foundation is solid, and that's why it's also part of our LOTSE situational overview.

Are you implementing these measures as well?

Yes, we'll implement the measures upon request. Many customers sign up for an optimization package or managed services after the audit; you can decide based on the results, with no obligation.