Want an overview of your HubSpot account issues and opportunities? A HubSpot audit brings instant clarity, highlighting priorities and focus points for better ROI.
HubSpot audits reveal technical issues caused by poor migration, rushed integrations, inconsistent data hygiene, or simple user error during campaign management. By taking a step back and getting a complete review of your account, you enable teams to better align on activity and outcomes, including reliable ROI tracking.
Campaigns under-delivering? Reports not matching reality? Or maybe your database feels cluttered and impossible to segment? A HubSpot audit pinpoints the causes behind poor visibility and lost efficiency, whether that’s a CRM that’s grown out of control, automation conflicts, or underused features.
If HubSpot isn’t configured around your commercial objectives, it’s just another marketing tool. Our HubSpot audit bridges that gap by assessing how your account supports the customer journey, from contact management and lifecycle stages to lead scoring and handoff to sales reps.
Your emails, landing pages, and automation workflows should be optimised for engagement, deliverability, and compliance. A HubSpot audit reviews these assets through a best-practice lens, checking for consistency in design, accessibility, personalisation, and consent tracking, so every campaign reaches the inbox and delivers.
We’ll check for any sync issues between HubSpot and your CRM/other systems to make sure everything’s talking to each other smoothly.
We’ll make sure your lead scoring model reflects the leads that matter most to your business.
We’ll spot and fix any technical hiccups to keep your HubSpot system running at its best.
We’ll review your automations and workflows to make sure they’re running efficiently and not wasting time.
We’ll check that your opt-out and preference management are set up for an easy, compliant experience for your contacts.
We’ll audit your system to make sure you’re fully compliant with GDPR and CAN-SPAM laws to avoid any headaches.
We’ll clean up your prospect database to ensure it’s up-to-date and ready for better segmentation.
We’ll review your engagement metrics to make sure you’re tracking the right things and using the data to improve.
We’ll make sure your lead qualification and handoff process to sales is smooth and accurate, so nothing slips through the cracks.
We’ll double-check your campaign tracking to make sure you’re measuring performance and getting the right insights.
We’ll look at your ROI reporting to make sure it’s clear, accurate, and showing you where your marketing budget is really going.
Within two weeks of booking your free HubSpot audit, you’ll receive a tailored report that lays out exactly what’s working, what’s wasting time, and where the biggest growth opportunities lie. It’s yours to keep, no obligations attached. Some clients prefer to action the recommendations themselves, others choose to have MarCloud’s HubSpot consultants jump in and optimise everything for them. Either way, your audit is the first step to making every click, workflow, and campaign count.
Because what you don’t know can cost you. A HubSpot audit uncovers where data is being lost, automations are misfiring, or campaigns are underperforming. It gives you the clarity to refine how you use HubSpot so your strategy, systems, and teams are working in sync.
No, that’s what we’re here for! We’ll analyse the technical setup and explain it in simple terms, backed by clear examples from your own account. You’ll come away knowing exactly what needs attention and why it matters.
The audit itself focuses on discovery; mapping out problems, inefficiencies, and missed opportunities. Once you’ve seen the results, you can decide whether to handle fixes internally or let our certified specialists resolve them through a follow-up project.
Definitely. Lead nurturing is one of the first areas where inefficiencies appear. We’ll assess how your workflows, scoring, and segmentation logic support conversion and highlight where smarter automation or personalisation can speed up pipeline movement.
You’ll receive a full breakdown of findings, prioritised by impact and effort, plus a roadmap for improvement. From there, you choose whether to self-implement or bring MarCloud in to deliver the changes for faster results.
Yes. Even mature HubSpot portals collect technical debt over time. A focused audit helps you clean up processes, reduce manual work, improve reporting accuracy, and ultimately prove marketing ROI with confidence.
Just send an enquiry to book a short intro call. We’ll align on your goals, and once you give the go-ahead and provide access, we can start analysing right away. The sooner you audit, the sooner you’ll have the insights to optimise.
Tell us what marketing problems you need to solve, and our certified consultants will respond to arrange a call.
