HubSpot audit
Paying a lot for HubSpot? Let us help you maximize your platform's ROI with a comprehensive audit.
- Validate your correct implementation,
- Get the most out of your Hubs,
- Align technology with your strategy,
- Ensure your teams adopt the tool,
- Make the most of your investment.
Why do a HubSpot Audit?
Implementation
Use
Data
Alignment
Results
Cost reduction
Integration / Consulting
When should I have a HubSpot Audit?
Before a HubSpot project, to audit your current TechStack. During a project, because you have questions about proper implementation; afterwards, to discover possible optimizations.
Here are 4 reasons why companies come to us:
Organizational changes
Decline in Performance
HubSpot Underutilized
License renewal
How does a HubSpot Audit with STRATENET work?
Consulting
In-depth audit
Based on your HubSpot Tech-Stack, an expert analyzes your account according to over 300 criteria in the following areas: Implementation, Utilization, Data quality, Performance of marketing, sales and service strategies.
Debriefing
Report
Why STRATENET?
We have helped over 100 customers implement and integrate their Marketing, Sales and Service solutions.
Questions about our Audit HubSpot
What is the budget for a professional HubSpot audit?
The price of a complete HubSpot audit generally varies between €1,500 and €5,000, depending on the complexity of your instance and the number of connected Hubs.
This price depends on the volume of data (number of contacts), the depth of analysis (Technical Audit vs. full Strategic Audit) and the level of post-audit support required.
Unlike automated "free checklists", an expert audit includes senior human intervention to analyze the business logic behind the technical configuration.
Why is a HubSpot audit critical to your ROI?
A HubSpot audit identifies and corrects the 70% of under-utilized functionalities that are crippling your profitability.
Beyond a simple technical verification, this audit analyzes the hygiene of your data (Data Quality), the relevance of your automation workflows and the alignment between your Sales and Marketing teams (Smarketing).
The aim is to transform a cost center into a measurable growth lever by reducing the cost of customer acquisition (CAC).
What are the signs that your portal needs to be audited?
You need to launch an audit immediately if your internal adoption rate falls, or if your performance reports become inconsistent.
Key triggers include: an unexplained increase in contact costs (Contact Tier), frequent duplication in CRM, or a major organizational change (departure of an admin, merger).
It's also an essential step before renewing your annual licenses, to avoid paying for unused Hubs.
How does Stratenet's audit methodology work?
The audit takes place in 4 strict phases over a period of 10 to 15 days: Analysis, Diagnosis, Recommendation and Roadmap.
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Immersion: Interviews with Key Users (Sales & Marketing) to understand business processes.
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Deep-Dive Technique: Scan of +300 control points (Properties, Workflows, Tracking code, API integrations).
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Reporting & Scoring: Delivery of a document rating the health of your portal (Score /100).
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Action Plan: A prioritized roadmap (Quick Wins vs. Fundamental Projects) to rectify the situation.
What is the difference between a "Technical Audit" and a "Strategy Audit"?
The technical audit verifies the health of the engine (parameterization), while the strategic audit verifies the direction taken (business alignment).
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The Technical Audit focuses on DNS, tracking code, duplicates, unused properties and workflow errors.
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The Strategic Audit evaluates whether your segmentation (personas), lead scoring and sales pipelines really correspond to your current sales cycle. For maximum efficiency, Stratenet combines these two approaches.
What are the concrete deliverables at the end of the audit?
You receive a complete PDF document (Blueprint) detailing the health of your portal with a "Red Light/Green Light" rating system. This deliverable includes :
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An exhaustive inventory of critical (blocking) and minor errors.
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A data cleansing matrix (contacts to delete, properties to archive).
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Tactical recommendations to improve your conversion rates immediately (CRO).
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A quantified estimate of potential savings on your HubSpot licenses.
Can I carry out the audit myself using a checklist?
Yes for light maintenance, but not for in-depth restructuring or complex performance problems.
An internal checklist is useful for monthly hygiene (removal of bounces, etc.).
However, it won't detect logic errors in complex workflows, lead attribution conflicts or RGPD security loopholes.
An external expert eye (AEO) is needed to break out of internal biases and align the tool with market best practices.
