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Think Your HubSpot Setup is Top-Notch? Let’s Put It to Test.

Evaluate your setup with a comprehensive audit that highlights strengths and pinpoints areas for optimization.

Structure processes, uncover hidden opportunities, and create a foundation to enhance your platform performance and marketing ROI.

Elite B2B Brands Excel with Cutting-Edge Automation – It’s Your Turn.

How a HubSpot Audit Helps You Maximize Results?

A well-optimized HubSpot setup unlocks a greater ROI with improved reporting, streamlined workflows, and boosted campaign performance, all tailored to align with your business objectives.

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Spot automation gaps and remove inefficiencies.

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Achieve data accuracy for trustworthy reporting and informed decisions.

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Enhance campaign performance with optimized lead scoring & management.

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Align your HubSpot setup with future business goals to stay ahead.

Audit Breakdown: What We Review

Our audit carefully analyzes your HubSpot setup, identifying opportunities for improvement and offering practical recommendations for enhancement.

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Contacts Audit

We review contact ownership for accurate segmentation and reporting, clean up duplicates and inactive contacts, and analyze data quality and list integrity to ensure your database supports your marketing and sales goals, without incurring unnecessary costs for contacts that won't be marketed.

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Design Consistency

Review the visual consistency of layouts across pages and check if CTA design, placement, and styling align with brand guidelines and effectively engage users.

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Users, Assets, and Folder Management

Review users, access levels, and permissions to align with business needs. Assess assets to identify underperforming, unused, or duplicated items, recommending consolidation or deletion. Evaluate folder structure, noting inefficiencies or clutter, and suggest reorganization for improved accessibility.

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Forms and Calls-to-Action (CTAs)

Assess CTA performance, functionality, and campaign alignment. Evaluate form structure and usage in workflows and landing pages for engagement and data collection goals.

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Email Health Check

Reviewing open rates to identify issues, evaluating A/B testing strategies, analyzing email content for relevance and personalization, and checking SPF, DKIM, and DMARC settings for inbox deliverability.

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Workflow Audit

Evaluate workflow efficiency, identify and remove redundant or inactive workflows, assess lead engagement at each funnel stage, and find opportunities to automate and streamline lead and data flow.

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Reporting and Analytics

Review and streamline your reports, optimize dashboards for better data visibility, and assess lead attribution to ensure accurate tracking of marketing efforts.

Integrations Review

Integrations Review

Assess your current integrations for gaps, inefficiencies, and their impact on data flow and HubSpot’s functionality. Recommend additional integrations to boost HubSpot performance and efficiency.

The Audit Process

Our Proven 6-Step HubSpot Audit Approach:

Why RevX

Why RevX?

With expertise in marketing automation and revenue operations, RevX empowers businesses to enhance their HubSpot setups for growth. Our detailed HubSpot Audit goes beyond surface-level observations to provide deep insights and actionable recommendations, helping you elevate your CRM, drive growth, & enhance customer engagement.

Benefits :
  • HubSpot specialists dedicated to delivering tangible growth.
  • Tailored recommendations that align with your business objectives.
  • Continuous support for smooth implementation and ongoing optimization.

See How Others Have Benefited from Their HubSpot Audits

RevX was a great partner for our MarOps audit. They did a great job comparing our marOps tech stack and processes to industry best practices. They identified key areas where we needed to make changes and investments as well as identifying which ones would have the most impact immediately and long term. The team was easy to work with and professional.

Gentry Craig

Director of Finance

PayIt

RevX offers incredible communication, is reliable, timely, and able to meet the demands of a busy agency setting. They have replaced our Salesforce specialist. They have helped us with different development issues on other platforms.

Joseph DeMers

Director - Demand Generation

Zignal Labs

Thanks to RevX’s efforts, we decreased our lead acquisition cost and improved our MarTech systems to fit our unique and demanding needs. The team is responsive, timely, and caring in their project management. Overall, they stand out for their expertise and humility.

Dan Klos

Founder and CEO

OutCo

Uncover What’s Holding Back Your HubSpot Performance

Contact our certified experts and take the first step towards a streamlined, powerful HubSpot setup.