The Ultimate HubSpot Audit Checklist
Get More From Your HubSpot, Without the Guesswork
Your HubSpot portal should be your growth engine, not a cluttered system full of unused tools, messy data, and underperforming campaigns.
This checklist helps you take a structured approach to auditing your portal so you can:
- Identify what’s working (and what’s not)
- Improve marketing and sales alignment
- Clean up your CRM and data structure
- Optimize automation and reporting
- Unlock the full value of your HubSpot investment
Whether you're doing a DIY audit or preparing to work with a partner, this guide gives you a clear path forward.
This checklist covers:
- Marketing Hub
- Sales Hub
- Service Hub
- Content Hub
- Commerce Hub
- Integrations & Data Hub
- CRM & Data Health
- Reporting & Dashboards
- Workflows & Automations
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