Know what runs in your portal, what is missing and what should be cleaned up, without sales coming to a halt.
A HubSpot audit is a structured review of your portal: data quality, properties, lifecycle stages, lead qualification, workflows, forms and reporting. It shows whether HubSpot is used the way your sales process needs it and where leads, data or time are lost.
The result is a prioritised plan: what brings impact quickly, what has to be cleaned up first, what can wait. Cleaning up happens in stages and during live operation, so that sales does not stand still.
Algra: an existing, barely used HubSpot portal was developed into a system with automated sales processes. How we clean up a CRM during live operation is described in our article on revamping in stages.
We clarify what the portal has to deliver and receive read access to the portal.
Data, structure, automations, forms and reporting are checked against your sales process.
Findings, prioritised by impact and effort, with a clear sequence.
We implement the most important points or support your team, step by step and with metrics after each stage.
TURICUM Marketing, a HubSpot Solutions Partner in Zurich, reviews HubSpot portals of B2B companies in Switzerland and across DACH and derives a plan from it.
Data quality, properties, lifecycle stages, lead qualification, workflows, forms, reporting and permissions, each in relation to your sales process.
No. The audit only reviews and changes nothing. Cleaning up follows in stages so that sales can keep working.
That depends on the size and condition of the portal. We estimate the effort in the free intro call.
Free intro call, no strings attached.
Book a call →Cookies and tracking
We would like to understand how our website is used and use Google Analytics and HubSpot for this. This only happens with your consent. You can withdraw it at any time in the footer. Privacy policy