Solution
A HubSpot Audit is a deep-dive evaluation of how you’re using the platform — and how you can use it better. It highlights what’s holding you back and delivers a clear action plan to improve efficiency, conversion, and team confidence.
Holistic View of Performance
Clear picture of current performance across marketing, sales, and service We evaluate how each HubSpot Hub is functioning—where you're winning and where things are underperforming. This 360° analysis helps you align team efforts with real business outcomes.
Tactical Improvements Identified
Actionable fixes for workflows, forms, emails, and automations We go beyond pointing out issues — we recommend specific improvements for underperforming assets like broken workflows, weak email campaigns, ineffective CTAs, and more.
CRM Cleanup & Structure Optimization
Improved CRM structure for cleaner data and better segmentation Your CRM is only as useful as its data. We audit contact properties, segmentation lists, and data hygiene to ensure you're working with clean, reliable records.
Smarter, Goal-Aligned Reporting
Smarter reporting that reflects business goals and actual ROI We review your dashboards and analytics to ensure you’re tracking what truly matters — not just vanity metrics. Get clarity on ROI, conversion rates, lifecycle stages, and more
Strategic Visibility for Leadership
Clarity for leadership on what’s working and what’s not We help stakeholders make informed decisions with executive-level insights and summaries that translate HubSpot performance into real business impact.
Upgrade Opportunities Uncovered
Recommendations to leverage new HubSpot features and integrations From lead scoring to AI tools, we show you which HubSpot features you're underutilizing — and how to start using them to boost performance, automate more, and grow faster.
Testimonials
FitMarketing is great partner to set up and maintain a robust and scalable HubSpot infrastructure
I've had the pleasure of collaborating with Erik from FitMarketing in my role as VP of Marketing at two different high-growth B2B technology companies. At both companies, we adopted a data-driven sales strategy, requiring a CRM capable of robust data processing and maintaining clean data. I have been very satisfied with Erik's work and have sought his expertise on multiple occasions. There are many HubSpot consultants capable of performing basic CRM tasks; however, Erik distinguishes himself through his profound expertise from over 10 years working as HubSpot expert. He possesses the ability to develop systems that not only scale effectively but also ensure the cleanliness of data and reports for the company, while simultaneously minimizing administrative tasks for the sales team.
Christoph Brenner
Head of Marketing, Jua.ai/ Avrios
What You Get with Our HubSpot Audit
We tailor each audit to your business model, team size, and HubSpot setup — whether you use Marketing Hub, Sales Hub, Service Hub, or CMS Hub.
CRM & Property Review
Clean, structured, and segmentation-ready
We analyze your CRM setup — including contact, company, and deal properties — to identify duplicates, naming inconsistencies, and unnecessary clutter. You'll get recommendations for better data hygiene, segmentation strategies, and custom properties to support automation and reporting.
Workflow & Automation Evaluation
Make your automation work smarter, not harder
We evaluate your existing workflows to identify overlaps, logic issues, outdated triggers, or missed opportunities. You'll receive suggestions to streamline automations, improve efficiency, and enhance the user journey across marketing and sales funnels.
Email & Campaign Analysis
Drive more engagement and better results
We audit your email templates, nurture campaigns, and overall email strategy — looking at design, segmentation, engagement metrics, and deliverability. Expect practical feedback to improve open rates, click-throughs, and conversions.
Forms & CTAs Review
Improve lead capture and reduce drop-off
We assess all active forms and CTAs for performance, placement, and alignment with user journeys. You'll get insights into where prospects drop off and how to optimize fields, messaging, and placements for better conversion rates.
Lead Lifecycle & Funnel Mapping
Fix leaks in your customer journey
We map your lead lifecycle and funnel stages — from visitor to customer — to highlight any gaps, dead ends, or delays in movement. You’ll walk away with a clearer, more efficient nurture path and alignment between marketing and sales.
Reporting & Dashboards Audit
Measure what matters
We review your dashboards and reporting setup to ensure you’re tracking KPIs that align with business objectives. Whether you're measuring campaign performance, revenue attribution, or lifecycle velocity, we help you get meaningful, accurate insights.
CMS & Website Audit (if applicable)
Review your HubSpot website for speed and flexibility
We assess your HubSpot CMS setup — theme structure, module flexibility, site speed, SEO-friendliness, and brand consistency — to identify areas for performance and usability improvements.
Custom Audit Report & Action Plan
Clear priorities, real solutions
You’ll receive a comprehensive report outlining our findings, along with a prioritized action plan. Each recommendation is practical, achievable, and tailored to your goals — so you know exactly what to do next.
