Technical Hubspot Audit Playbook

We examine the quality, completeness, and segmentation of contact, company, and deal records to evaluate the quality and completeness of CRM data.

This helps us improve data accuracy, leading to better segmentation and targeting for marketing and sales efforts.

The Contact Source Analysis helps us figure out the different sources from which contacts are coming into the client’s ecosystem.

The Missing Fields Review helps us optimize the data in their CRM for improved reporting and GTM motions for revenue enablement.

We assess the volume and effectiveness of sales activities like meetings, emails, calls, and tasks. This helps us assess the effectiveness and frequency of sales activities.

The result is an enhanced sales team performance through identification of areas needing more activity or different approaches.

The Lifecycle Stages helps us identify how many deals are their in each lifecycle stage, and how many have remained unworked.

The Deal Velocity helps us identify how quickly the pipeline is moving, and what are the blockers for it to move faster.

We review the creation, performance, and usage of marketing assets. This helps our clients increase marketing efficiency and effectiveness by optimizing existing assets and identifying gaps.

The Marketing Campaigns overview helps us identify the performance of different campaigns set up in the CRM.

We help our clients identify duplicate, outdated, or incomplete contact records to ensure data integrity. This helps enhance communication accuracy and efficiency, leading to improved lead management.

The Contacts Assigned to Deactivated Users or Unassigned Contacts tells us how many contacts have not been worked upon due to them being unassigned.

The Pipeline Health Assessment helps us analyze the stages, transitions, and health of the sales pipeline. We also analyze the sales pipeline's structure and performance. This helps us and the client identify bottlenecks and opportunities for speeding up the sales process, improving conversion rates.

The Deals with blank amount fields helps us fix the revenue pipeline and forecasting.

We examine the current status and progression of leads and deals. This way, we can evaluate how leads and deals are being managed and progressed.

This helps us improve lead nurturing and deal management processes, leading to higher conversion rates and more closed deals.

The lifecycle stages with lead statuses allows us to fix lead status for contacts, so that the next activity can be assessed and put into motion.

Deal Associations help us track the deal velocity and revenue pipeline along with assessing the forecast.

We review and evaluate the completion and relevance of tasks and activities assigned to sales reps.

This helps the client ensure that the sales teams are focusing on high priority activities, boosting productivity.

Unworked Contacts helps us identify and start engaging with contacts who have been dormant.

Target Accounts are the most valuable accounts in our CRM. Not working on these results in lost revenue.

Reducing the Lead Response Time helps us engage with and close leads sooner.

Optimizing Days to Close helps the Sales team reach revenue forecasts and targets sooner.

These analytics are done on each and every stakeholder (BDRs, SDRs, AEs) responsible for sales motions.

We examine the automation workflows in place for marketing and sales processes to ensure workflows are effectively supporting GTM motions.

This helps us optimize workflows to ensure they are effectively supporting sales and marketing efforts, leading to increased efficiency.

We assess the performance metrics of email campaigns, such as open rates, click rates, and bounce rates. This helps us assess the effectiveness of email marketing campaigns.

In all, it results in improving email marketing strategies by identifying successful tactics and areas needing improvement.

Email marketing overview helps us improve email marketing campaigns and their effectiveness, thereby increasing revenue from the most cost effective mode of demand generation.

We evaluate the engagement and effectiveness of forms used for lead capture.

This helps us enhance lead capture processes by optimizing forms for higher conversion rates.

We review the criteria and accuracy of lead scoring and personas to ensure that lead scoring and these personas are accurately defined and utilized.

This improves targeting and qualification processes, ensuring that the sales team focuses on high-value leads.

We evaluate the current reporting and dashboard setup for sales and marketing activities to ensure that these reports and dashboards provide actionable insights.

This boosts data-driven decision-making by ensuring reports and dashboards provide actionable insights.

We tailor CRM record views to the specific needs of the business to ensure relevant information is easily accessible for users.

This helps us improve the client’s user experience and efficiency by ensuring relevant information is easily accessible.

We set up notifications for key lead engagement events to ensure timely follow-up and engagement, improving the chances of conversion.

Our thorough CRM Audit dives deep into every aspect of your HubSpot setup, ensuring everything runs smoothly and aligns with your business goals. We look at everything from CRM data quality and sales activities to marketing assets and automation workflows. This thorough check helps us spot inefficiencies and provide actionable insights.

The result?

Enhanced data integrity, improved operational efficiency, and empowered sales and marketing teams. This allows your CRM to transform into a powerful tool for driving growth and revenue.

Let's work together to turn your HubSpot setup into a success engine.