Why You Need a HubSpot Audit
Most companies set up HubSpot once and forget about it. Over time, properties multiply, workflows conflict, and data quality degrades.
We've audited over 200 HubSpot portals at Selworthy, and the pattern is always the same: the tool is powerful, but the implementation has drifted.
The CRM Health Check
Start with the foundation. Your CRM data quality determines everything downstream.
Contact & Company Data
Check for duplicate contacts. Audit your property usage — most portals have 40-60% unused custom properties.
Lifecycle Stage Accuracy
Pull a report of contacts by lifecycle stage. Stages should reflect reality, not aspiration.
Automation Audit
Most portals have between 30-150 active workflows. At least a third are doing nothing useful.
Workflow Inventory
Export all workflows and categorize them. Look for conflicts — two workflows that could fire on the same trigger.
Email Deliverability
Check your email health score, bounce rates, and unsubscribe trends.
Reporting & Attribution
Audit your dashboards for accuracy, relevance, and adoption.
Your Next Steps
Prioritize by revenue impact. Schedule a free portal assessment.
