Unlock Your Optimization Engine with a HubSpot Audit
Leaders invest in HubSpot with the expectation of impact — but many teams don’t get the full value. Sales leaders lack bandwidth, marketers juggle multiple responsibilities, and admins struggle with cluttered systems.
Audit Your HubSpot Portal
Your HubSpot Audit is the first step: giving you clarity on what’s working, what’s blocking growth, and what to prioritize, so your HubSpot investment delivers measurable results.
What You’ll Get:
Our HubSpot Audit provides key recommendations combined with up to date data to help you maximise HubSpot for your marketing, sales, and customer support.
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Maximize the return on your HubSpot investment: The audit helps ensure you are maximizing the return on your HubSpot investment. Having access to accurate, current, extensive information is key to supporting your marketing, sales, and customer service deliverables.
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Visibility into key data availability: The audit provides an effective, efficient means to track and monitor the availability of key data within the HubSpot platform. By capturing accurate data throughout each customer’s sales conversion journey, your sales team can provide the appropriate level of support and follow-up.
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Make better business decisions: With clean, complete, up to date data you can make key business decisions faster with more certainty.
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Measure your results: Marketing campaigns can be more accurately tracked, measured, and tested. As a result, you can more accurately target and tailor your marketing campaigns to meet your target market's requirements.
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Improve productivity and time efficiencies: With greater use of HubSpot, and more accurate and complete data, you get to spend more time on what’s working…and less time on what’s not.
Why It Matters
Too often, platform maintenance and optimization slip down the priority list. The result? Outdated processes, inflated marketing tiers, and systems that slow you down instead of driving growth.
The HubSpot Audit changes that. It doesn’t just highlight problems. It gives you confidence in your next steps and connects you to MarketDesign’s Optimization Engine for hands-on cleanup, workflow alignment, and execution. It scans:
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Marketing Hub: properly optimized, with accurate data helps you and your marketing team run your marketing campaigns more effectively and efficiently. The result - more conversions, plus the benefit of delivering the right type of leads to your sales team.
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Sales Hub: when properly optimized, helps your sales team spend less time on data entry and more time selling. They will be more informed and be able to view key data for each prospective customer. This data will help them to more effectively ‘connect’ earlier on in the sales process. In essence, more customers for less effort.
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Service Hub: when properly optimized, helps you and your team have access to the right data, at the right time, so you can spend less time looking for information and more time helping your customer... which means happy customers.
Your contacts, companies, deals, and tickets are at the heart of your CRM. When your data is clean, accurate, and up to date you and your team can make business decisions faster, and with more certainty. Your results are more measurable because you can accurately test and measure. You get to spend more time on what’s working, less time on what’s not working and less time on admin.
Unlock Your Optimization Engine
Fill out the form to get your free audit.
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What is costing the prospect NOT to do business with you?
This is the stakes section. Use language that helps them visualize or remember what’s in stake here and what failure looks like.
This is the stakes section. Use language that helps them visualize or remember what’s in stake here and what failure looks like. This is the stakes section. Use language that helps them visualize or remember what’s in stake here and what failure looks like.
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Elizabeth Harrison | Business Role
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Elizabeth Harrison | Business Role
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