Marketing Automation Audit

Marketing automation has grown over time and is difficult to manage. Lead nurturing isn't converting. You have workflows running, but you're not sure what is actually working. Manual processes still sit alongside automation.

We review how marketing automation is currently set up and used in HubSpot, including workflows, lead capture, nurturing, lifecycle processes, segmentation and handoffs to sales. We look beyond individual workflows to understand how the overall setup supports your marketing goals and where gaps, duplication or unnecessary complexity have developed.

A clearer picture of where your automation is helping, where it is creating unnecessary work and where opportunities are being missed. You receive prioritised recommendations for simplifying and improving the setup, so your team has a practical plan for building more effective and scalable marketing automation.