HubSpot Audit and Optimization

A HubSpot audit is a review of your portal's data, workflows, pipelines, reports and access, compared with how your team works. You finish with a ranked list of fixes.

To do a HubSpot audit, check data quality, properties, workflows, pipelines, reports and users in that order, and write down what you find. The skill is in deciding what matters first.

A HubSpot portal audit from Leapyn includes written grades for each area, a list of fixes ranked by payoff and a walkthrough. We cover data, workflows, properties and reports at a minimum.

A HubSpot audit needs enough access to see settings, workflows and users, which usually means an admin level login. You can remove it the day we finish.

A HubSpot audit from Leapyn usually takes about a week or two, depending on portal size and how many hubs you run. We confirm the date when we see the portal.

A HubSpot audit from Leapyn is a fixed fee quoted once we know the portal size and how many hubs you run. You keep the report and the ranked fix list either way.

The best HubSpot audit service tells you which fix pays first and shows you a sample report before you buy. Automated scores are easy to get, and a person who can rank the fixes is the part worth paying for.

Leapyn will tell you which fixes we could do, and then the list is yours. Plenty of teams do the work themselves, and that's fine by us.