--- title: "HubSpot Audit" id: "2652" type: "solutions" slug: "hubspot-audit" published_at: "2025-06-17T07:05:11+00:00" modified_at: "2025-11-24T07:46:30+00:00" url: "https://novi.digital/services/hubspot-audit/" markdown_url: "https://novi.digital/services/hubspot-audit.md" excerpt: "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..." --- # 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. ##### Pop in your email address below for your FREE audit! ![Four friends enjoying drinks and laughing in front of a colorful mural on a sunny day.](https://novi.digital/wp-content/uploads/2024/09/elevate-nYgy58eb9aw-unsplash.jpg) ![Business professionals engaged in a discussion at a conference table labeled ISHII, notebooks and pens in use.](https://novi.digital/wp-content/uploads/2024/09/evangeline-shaw-xRlI-L-kvrw-unsplash.jpg) ![Rectangle 15570](https://novi.digital/wp-content/uploads/2024/09/Rectangle-15570.jpg) ![Group of young adults collaborating happily in a cafe, using laptops and a tablet, enjoying coffee.](https://novi.digital/wp-content/uploads/2024/09/brooke-cagle-uHVRvDr7pg-unsplash-2.jpg) ## 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 [Optimise Your HubSpot Setup Today](https://novi.digital/lets-talk/) ### Book a Consultation ## Platforms We Work With. ![ClickUp logo with colorful upward arrow icon and bold black text on a white background.](https://novi.digital/wp-content/uploads/2025/03/ClickUp-Logo-1024x576.jpg) ![HubSpot logo featuring blue text and an orange design element resembling network connections.](https://novi.digital/wp-content/uploads/2025/03/HubSpot-Logo-1024x576.png) ![Databox logo featuring a blue hexagon with a white bar chart, next to the brand name in bold black letters.](https://novi.digital/wp-content/uploads/2025/03/databox-logo-freelogovectors.net_-1024x267.png) ![Premier Google Partner logo, indicating certified expertise and partnership with Google for advertising and marketing solutions.](https://novi.digital/wp-content/uploads/2025/03/Google-Premier-Logo.jpg) ![Slack logo with colorful speech bubble icon on left and bold black text on right, symbolizing team communication.](https://novi.digital/wp-content/uploads/2025/03/Slack-Logo-1024x576.png) ![Shopify logo with a green shopping bag icon, symbolizing e-commerce and online retail solutions.](https://novi.digital/wp-content/uploads/2025/03/Shopify-Logo.jpg) ![Blue triangular logo of Microsoft Clarity, a website analytics tool.](https://novi.digital/wp-content/uploads/2025/03/Microsoft-Clarity-Logo.jpg) ![Google Analytics 4 logo featuring orange and yellow bar chart icon.](https://novi.digital/wp-content/uploads/2025/03/GA4-Logo-1024x535.png) ![LinkedIn Ads logo featuring distinctive blue in icon, used for professional networking and advertising solutions.](https://novi.digital/wp-content/uploads/2025/03/LinkedIn-Ads-Logo.webp) ![Meta logo with a blue infinity symbol and the word Meta in black font, representing the company's branding.](https://novi.digital/wp-content/uploads/2025/03/Meta-Ads-Logo-1024x576.png) ![Microsoft Advertising logo with colorful window icon, emphasizing digital marketing services.](https://novi.digital/wp-content/uploads/2025/03/Microsoft-Ads-Logo-1024x412.jpg) ![Google Ads logo featuring a stylized letter A with blue, yellow, and green elements.](https://novi.digital/wp-content/uploads/2025/03/Google-Ads-Logo.jpg) ![Group 16438](https://novi.digital/wp-content/uploads/2024/09/Group-16438.svg) £1,000 + VAT / audit ### HubSpot Audit Ideal for businesses looking to ensure their analytics and tracking platforms are set up correctly and aligned with strategic goals. - Receive a comprehensive review of your HubSpot platform setup. - Ensure CRM data integrity and accurate tracking across marketing, sales, and service tools. - Identify misconfigurations, missing tracking elements, and integration issues. - Validate lead capture processes, workflows, and reporting accuracy. - Gain clear, actionable recommendations to optimise data collection and platform performance. [Get Started](https://app-eu1.hubspot.com/payments/V7ZfpFWvCTTCg2f?referrer=PAYMENT_LINK) ![Person typing on a white keyboard, wearing a polka dot blouse, focusing on work at a bright desk.](https://novi.digital/wp-content/uploads/2024/10/keyboard.jpg.webp) ### 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 [Request a HubSpot Audit](https://novi.digital/lets-talk/) ### 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. [Book Your Consultation](https://novi.digital/solutions/) ![Image](https://novi.digital/wp-content/uploads/2025/03/PXL_20241128_130507993.RAW-01.COVER_-1024x771.jpg) ![Team collaborating on coding project at modern workplace, pointing at computer screen.](https://novi.digital/wp-content/uploads/2024/10/desola-lanre-ologun-IgUR1iX0mqM-unsplash-1-1024x683.jpg) ### 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. [Speak to Our Experts](https://novi.digital/lets-talk/) ## Don't just take our word for it ″ As a result of collaboration with novi.digital, the company’s conversion rate, user acquisition, direct sales, and SERP position for several keywords improved. A responsive, accessible, and hands-on partner, they constantly coordinated the project updates, performance, ideas, and disruptions. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Alex Field, Destination Garden Center ″ 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. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Michael Dent, PropertyData ″ 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. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Aidan Sharples, Greenmarket ″ 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. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Ben Marshall, ClickTech Solutions ″ 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. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Matthew Yeo, Security Direct ″ 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. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) David Thompson, Nexus Drinks ″ Due to their small size, novi became a true partner that focused on obtaining the best results possible. Their work identified keywords that performed at double or even triple the industry average. Although the project manager changed halfway through, the workflow remained consistent and efficient. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Kevin Hakman, TeamworkIQ ″ 90% of new clients are online referrals. Novi.digital assigned a project manager, which has made communication efficient and easy. Their sub-contracted content writing is not as professional as it could be, but novi.digital is an honest and reliable provider that consistently provides good value. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Carlos Daly, Trees Understood ″ Web-based referrals have increased by 50%, and Novi.digital’s tactics have driven business from the target geographic areas. The partnership has been highly successful given their commitment to transparency and metrics-driven approach. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) James Parry, Parry Welch Lacey LLP ″ novi.digital’s strategies improved keyword rankings and optimised PPC efforts by lowering costs while maintaining stable results. With responsive communication and a professional work ethic, the team continues to provide valuable input and guidance. ![Image](https://novi.digital/wp-content/uploads/2024/09/Polygon-6.svg) Stephen Ward, Businessgiftuk.com [View all testimonials](https://novi.digital/testimonials/) ### Frequently Asked Questions Find answers to common queries about our SEO services. [I Have Another Question](/lets-talk/) 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. How often should a HubSpot audit be conducted? We recommend a full audit annually or after any significant business change, such as a new product launch, CRM migration, or team restructure. Is it worth getting an external agency to audit HubSpot? 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. How long does a HubSpot audit take? 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. ## Latest News & Insights Our blog features the latest insights and practical advice on digital marketing, ensuring you’re always informed and prepared. Dive deeper into our methodology to see how we consistently achieve success. [View all](/insights/) PPC & Paid Media #### B2B PPC Strategy: How to Generate Better Leads with Google Ads For many B2B organisations, Google Ads can be one of the most effective channels for... 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