Get a HubSpot Audit

Our Approach

Get the Most Out of HubSpot and Drive Growth

A HubSpot Audit focuses on two things: cleaning up your setup and making sure you're getting full value from your solution.

HubSpot's automation capabilities are virtually endless, which can make it hard to figure out which features and updates are actually relevant for you.

The purpose of a HubSpot Audit is to help you get more value from your investment in Marketing Hub, Sales Hub, Service Hub, Content Hub, or CRM—and, of course, the reporting tools.

We thoroughly review each Hub and give you concrete recommendations based on our analysis and experience with best practices, so you and your team can reach your goals and drive growth. We'll also point out features and Hubs you might benefit from adding or removing.

Learn more about what a HubSpot Audit is, when it makes sense to run one, and how the process works.

For the Entire Organization

HubSpot Smart CRM

HubSpot CRM is the foundation of everything in HubSpot. We review your contact and company databases, properties, duplicates, calculated properties, HubSpot Score, the Conversations inbox, live chat, chatbots, snippets, templates, lists, reporting, and dashboards.

For the Marketing Department

HubSpot Marketing Hub

We evaluate all the tools in your Marketing Hub, including ads, emails, social media, blogs, landing pages, CTAs, forms, campaigns, SEO, and marketing automation.

For the Sales Department and Management

HubSpot Sales Hub

We review all the tools in your Sales Hub, including deals, tasks, documents, meetings, playbooks, pipeline automation, sequences, and more.

For the Customer Service Department

HubSpot Service Hub

We look at all the tools in your Service Hub, including ticketing, ticket pipelines, the knowledge base, 1:1 video, NPS surveys, customer experience surveys, customer support surveys, tasks, task automation, playbooks, and more.

For the Web and Marketing Team

HubSpot Content Hub (CMS Hub)

We review your entire setup in Content Hub, including website pages, landing pages, blog, embeds, knowledge base, customer portal, SEO, HubDB, and more.

For the Entire Organization

HubSpot Data Hub

We take a close look at all the tools in your Data Hub, including data syncs, programmable automation, webhooks, data quality automation, integrations, and duplicates.

Synergy Across the Organization

HubSpot Customer Platform

If you use three or more Hubs, you can consolidate them into HubSpot's Customer Platform and save up to 40%. We tailor the implementation to your needs..

HubSpot Audit

A Health Check of Your HubSpot Setup

Our HubSpot Audit isn't just about whether the individual features in your Hubs are working. We look at how your entire setup works together: whether data flows properly between marketing, sales, and service; whether automation supports the customer journey; and whether the platform actually drives growth across all three areas.

HubSpot is the foundation of your entire growth journey—from the first contact with a potential customer to upselling and retention long after the sale.

When the foundation is solid, the platform can truly work for your business. An audit streamlines your setup and gets your departments working in sync, so you can unlock the full potential of your solution.

If you've never been properly onboarded in HubSpot

If there have been any staff changes on your HubSpot team

If your lead generation isn't working as well as you'd like

If you're not making the most of your tools and features

If you've lost track of your setup and don't know where it makes the most sense to start

"With help from Itch, we've put real structure behind our inbound marketing, and we can measure what's working and where we need to adjust. HubSpot and Itch have strengthened the synergy between our marketing and sales activities."

Mia Debel

Marketing Manager, Master Danmark A/S

HubSpot Certified Trainer

Why Choose Us as Your HubSpot Partner?

We are one of the leading HubSpot partners in Denmark. HubSpot is the only platform we work with, and it’s deeply integrated into everything we do.

But the best reason to choose us is that our co-founder and partner, Morten, is a HubSpot Certified Trainer. This is one of HubSpot's most demanding certifications, requiring a high level of knowledge, experience, and the ability to effectively convey both. This means your audit will be conducted by someone HubSpot itself endorses.

Not only that—Morten is one of only three people in Denmark who are certified trainers in all five Hubs and HubSpot CRM. He knows the platform inside and out and can see the connections across marketing, sales, and service—not just the individual features and tools.

Would you like to unlock the full potential of your HubSpot solution? Then an audit with us, as your HubSpot partner, is the way to go.

Getting Started: We'll Gain Access

Your HubSpot Audit begins with us gaining access to your HubSpot platform. If you’d like, we’d be happy to sign an NDA or similar agreement before we begin the process.

Access

We'll Hold a Kickoff Meeting

Once we’ve had a chance to get a feel for your HubSpot setup, we’ll hold a kickoff meeting. During this meeting, we’ll learn more about your business and your processes, and we’ll get a good sense of where you stand today with your HubSpot solution. We’ll clarify the overall focus of your audit and determine if there’s anything in particular we need to pay attention to.

Insight

We'll Get Your HubSpot Audit Started

Specifically, we work within a framework of over 100 different points that we use to analyze your HubSpot setup. So this isn't just a quick, superficial scan—we dig into every detail. Depending on the size of your business, your needs, your goals, your Hubs, how long you've been using the platform, and how much content you have, it will take between 2 and 4 weeks to complete your HubSpot Audit. We take this time because you need a thorough, actionable overview that you can actually use to clean up your setup, so you can unlock its full potential and drive growth.

Review

Introducing Your HubSpot Audit

Once we've completed your HubSpot Audit, we invite you to a meeting where we go over the analysis in detail together, present all our findings, and answer all your questions.

Presentation

What Happens After Your HubSpot Audit?

With your new HubSpot Audit in hand, you’re equipped with the knowledge you need to update and optimize your setup. If you or your team don’t have the resources or expertise to implement the recommendations, our HubSpot specialists will, of course, be happy to help. We’ll develop the right strategy and prioritize the recommendations so you can successfully address the items in your audit.

All the best

Book a Meeting

1 We'll get access

2 We'll have a kickoff meeting

3 We'll get your HubSpot Audit started

4 Introducing Your HubSpot Audit

5 What happens after your HubSpot audit?

Get the Most Out of HubSpot and Drive Growth

What is Included in a HubSpot Audit?

HubSpot Smart CRM

HubSpot Marketing Hub

HubSpot Sales Hub

HubSpot Service Hub

HubSpot Content Hub (CMS Hub)

HubSpot Data Hub

HubSpot Customer Platform

A Health Check of Your HubSpot Setup

When Does a HubSpot Audit Provide Value?

If you've never been properly onboarded in HubSpot

If there have been any staff changes on your HubSpot team

If your lead generation isn't working as well as you'd like

If you're not making the most of your tools and features

If you've lost track of your setup and don't know where it makes the most sense to start

Why Choose Us as Your HubSpot Partner?

HubSpot Case Studies

Obton

Versalift

Ballisager

Caviart

How Does a HubSpot Audit Work?

Getting Started: We'll Gain Access

We'll Hold a Kickoff Meeting

We'll Get Your HubSpot Audit Started

Introducing Your HubSpot Audit

What Happens After Your HubSpot Audit?

We've helped over 100 customers get off to a great start with HubSpot

How Much Does a HubSpot Audit Cost?

Ready to Clean Up and Unlock the Potential in Your HubSpot Setup?

Book a meeting with Morten