Written by: Hayley Bonnett
Published: 2 November, 2023
Are you making the most of your HubSpot portal? Conducting a HubSpot portal audit can help you answer that question and identify areas for improvement. In this blog post, we will explore what a HubSpot portal audit entails, why you should do it, and when it's the right time to conduct one.
A HubSpot portal audit is a thorough examination of your HubSpot account to assess its overall health, performance, and utilization. It involves reviewing various aspects of your portal settings, marketing hub, sales hub, service hub, and HubSpot CMS. The goal is to identify any issues, gaps, or areas where optimization is needed to maximize the value you can derive from HubSpot. If you don’t have the time or resources to do this, then we recommend hiring a HubSpot administrator to help you out.
Performing a HubSpot portal audit offers several benefits. Firstly, it helps ensure your HubSpot portal is properly configured and optimized for your business needs. By identifying and addressing any issues or gaps, you can enhance the overall effectiveness and efficiency of your HubSpot usage.
A HubSpot portal audit also helps you uncover under-utilized features and tools. HubSpot provides a wide range of tools and functionalities, and it's common for users to overlook or not fully leverage them. By identifying these untapped resources, you can unlock additional value and improve your marketing, sales, and service efforts.
Moreover, a HubSpot audit lets you maintain clean and accurate data. Your contact and company data are crucial in effectively engaging with your audience and making data-driven decisions. By reviewing your data collection methods, eliminating duplicates and irrelevant information, and ensuring proper data organization, you can enhance the quality and reliability of your data.
The frequency of conducting a HubSpot audit may vary based on your business needs and the complexity of your HubSpot implementation. However, it is generally recommended to perform an audit at least once a year or whenever significant changes occur in your business or marketing strategies.
Some common scenarios that may indicate the need for a HubSpot portal audit include:
To ensure that no key features are missed during your audit, we recommend starting with a few vital areas:
Blog Resource: Essential HubSpot Workflows for Sales Teams
Optimizing your HubSpot portal can improve marketing, sales, and service performance. If you need expert assistance with conducting a HubSpot portal audit or managing your HubSpot account, check out our HubSpot Admin service.
Hayley Bonnett is one of our Canadians working from Calgary, Alberta, a great location for her due to her love of the mountains. She recently graduated with a BBA majoring in marketing and is excited to continue learning and further her education even more.