Services | Audits

Understand what’s happening before you decide what’s next

Our HubSpot audits give you a clearer view of the areas that matter most, from CRM structure, data and reporting to websites, marketing, sales processes, AI readiness and technical integrations. We identify what’s working, where there are gaps and what should be prioritised, so you can make better decisions about what to improve next.

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Find your starting point

HubSpot audits provide a structured review of your setup to identify strengths, gaps and opportunities, and help you prioritise what to do next.

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• Scope

Sales Pipeline Audit

Identify gaps, bottlenecks, and inconsistencies in your sales pipeline

• Audits

• Scope

Marketing Automation Audit

Understand how effectively your marketing automation is generating and converting demand

• Audits

• Scope

HubSpot Platform Audit

Get a clear, unbiased view of how your HubSpot setup is actually performing

• Audits
• Hubspot Optimisation

• Scope

Website & Conversion Audit

Understand where your website is underperforming and how to improve conversion

• Audits
• Website

• Scope

AEO & SEO Audit

Assess your visibility across search engines and AI-driven discovery platforms

• Audits
• Website

• Scope

Data Quality Audit

Assess the accuracy, structure, and reliability of your CRM data

• Audits

• Scope

HubSpot Agents Readiness Audit

Evaluate your readiness to implement AI and agents effectively within HubSpot

• Audits
• AI & Agents

How this works

We start by understanding your setup, challenges and goals, then review the areas of HubSpot that need improvement. You’ll get a clear view of what’s working, what needs attention and a prioritised set of recommendations. Your next step? Book a meeting.

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Trusted by growing B2B teams

From scaling SaaS companies to established professional services firms, our clients trust us to design, fix, and improve the systems their teams depend on every day.

FAQ

When should you start with an audit?

If you’re unsure what is wrong or why HubSpot isn’t delivering value, an audit helps identify the root causes and prioritise what to fix.

An audit is  also useful when you want a clearer view of a specific area of HubSpot before making changes. That could mean reviewing your CRM and data, marketing setup, sales processes, website, reporting or a more technical integration challenge. 

Can we work with you without starting with an audit?

Yes. An audit is not always necessary. If the scope is already clear, we can often move straight into implementation, optimisation or another focused piece of work.

We usually recommend an audit when more investigation is needed before deciding what should happen next.

What happens after a HubSpot audit?

You’ll receive clear findings and prioritised recommendations based on the area we’ve reviewed.

From there, you can take the recommendations forward internally, ask us to help with implementation, or use them to shape a wider programme of work.

How much does a HubSpot audit cost?

The cost depends on the type of audit, the complexity of your setup and the depth of the review.

As a guideline:

• HubSpot Professional or below: from £1,240
• HubSpot Enterprise: from £2,460
• Technical Integration Scoping: from £1,850

We confirm the exact scope and cost during the initial discussion.

Which HubSpot audit is right for us?

It depends on the question you need to answer. Some audits focus on the overall health and structure of your CRM, while others look more closely at areas such as marketing, sales, websites, data, reporting or technical integrations.

We can help you choose the right starting point based on your setup and priorities.