HubSpot Audit

At Novi Digital, we deliver in-depth HubSpot Audit services that enable your organisation to get the most from your CRM investment. Whether you’re using HubSpot for marketing automation, sales enablement, or customer service, our audits uncover areas for improvement and offer strategic guidance to enhance your entire HubSpot ecosystem. 

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Maximising the Value of Your HubSpot Investment

Our HubSpot audit service is more than a compliance check; it catalyses scalable growth. Whether you’re migrating to HubSpot, scaling your operations, or enhancing customer journeys, we ensure you’re leveraging the platform’s full potential. 

Key benefits of a HubSpot audit with Novi Digital:

  • Enhanced campaign ROI through refined targeting and automation
  • Streamlined user adoption and system usability
  • Increased data reliability for smarter decision-making
  • Greater alignment between marketing, sales, and customer service teams

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HubSpot Audit

Ideal for businesses looking to ensure their analytics and tracking platforms are set up correctly and aligned with strategic goals.

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Why Choose Novi Digital for Your HubSpot Audit?

With over 15 years of experience in data-led digital consultancy, Novi Digital understands the importance of aligning technology with business goals. Our HubSpot audit services provide clarity and precision, ensuring your workflows, data structure, and platform usage are optimised for performance and scale. 

We offer:

  • A bespoke audit tailored to your business operations and objectives
  • Identification of inefficiencies and missed opportunities
  • Strategic insights for enhanced automation and lead nurturing
  • Complete compliance checks to ensure GDPR and data integrity
  • Expert recommendations that align HubSpot features with business outcomes

Our Comprehensive HubSpot Audit Process

Our audits are methodical and data-focused, evaluating every layer of your HubSpot environment to ensure it supports your marketing and sales objectives. 

  1. Initial Consultation and Discovery
    • We begin by understanding your goals, current setup, and internal workflows to provide a tailored audit scope.
  2. Technical Setup and Configuration Review
    • We assess your account structure, integration performance, data syncs, user roles, and platform settings.
  3. Marketing Hub Audit
    • Our team evaluates campaign structure, email performance, lead capture, automation flows, and contact segmentation.
  4. Sales Hub Audit
    • We review pipeline configuration, deal stages, reporting, sequences, and alignment with sales processes.
  5. Service Hub and CRM Audit
    • Our audit includes ticketing systems, feedback mechanisms, knowledge base usage, and CRM health.
  6. Data Quality and Reporting
    • We check for duplicate records, inconsistent properties, incomplete datasets, and reporting gaps affecting decision-making.
  7. Actionable Recommendations
    • After the audit, we deliver a comprehensive report with prioritised next steps, visual data insights, and a roadmap for implementation.
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Get Started with Your HubSpot Audit

Unlock the full potential of your HubSpot platform with Novi Digital’s expert audit services. Our data-driven approach ensures your systems support your long-term business goals, delivering strategic and tactical value.

Partner with a team committed to transparency, data-led insights, and ethical marketing practices.

Don't just take our word for it

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Both new and updated campaigns improved results while cutting costs per conversion. novi.digital’s capable project management, efficient workflow, and deep knowledge of PPC set them apart.

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With the help of novi.digital, the client’s ROAS increased from three times to 13 times in just six months. The team understood the client’s business model and went above and beyond to help achieve the client’s goals. Moreover, they were communicative and responsive to the client’s feedback.

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novi.digital has provided insightful feedback regularly and grown the client’s accounts and marketing activity. Their team delivers on time and is always prompt and professional. Moreover, they’re proactive, detail-oriented, and good at listening, which facilitates a successful partnership.

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The most important KPI–quantity and quality of inquiries have increased. In contrast to a big agency, Novi.digital provides a personal touch. It’s always clear who is responsible for what initiative, making communication seamless and efficient.

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Novi.digital has accomplished the main objective of getting the keywords on the first page. Although they could follow through better on some action points, the partnership remains strong particularly because of their honesty and transparency.

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Frequently Asked Questions

Find answers to common queries about our SEO services.

What is included in a HubSpot audit?

A HubSpot audit typically includes reviewing your marketing, sales, service hubs, technical setup, data structure, integrations, reporting accuracy, and automation workflows. Our audits are comprehensive and tailored to your business needs.

We recommend a full audit annually or after any significant business change, such as a new product launch, CRM migration, or team restructure.

Absolutely. An external perspective ensures objectivity and offers expertise that internal teams may not have. Our experience across diverse sectors enables us to benchmark your setup and suggest strategic improvements.

The duration depends on the complexity of your account and the hubs used. Typically, a full audit takes 2 to 4 weeks, including discovery, analysis, and reporting.

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