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If you’ve been using HubSpot for a while, you’ve probably asked yourself:
Are we using this platform to its full potential?

A HubSpot audit answers that question—clearly, thoroughly, and strategically. It’s not just about fixing what’s broken, but uncovering what’s possible.

In this article, we’ll walk through what to expect from a comprehensive HubSpot audit, what areas it should cover, and how partnering with CRM Magnetics can help you unlock powerful growth opportunities.

Why a HubSpot Audit Matters

HubSpot is a robust platform. But as your business evolves, your original setup might not scale with you. Over time, you may notice:

• Messy contact records

• Inefficient workflows

• Underused automation

• Inaccurate reports

• Low CRM adoption rates

That’s where a HubSpot audit comes in—it realigns your portal with your current goals and growth stage.

📊 According to Harvard Business Review, lack of clarity and training is a major cause of CRM underperformance. An audit helps you address both.

What’s Included in a HubSpot Audit?

At CRM Magnetics, our audits are structured to give you a clear picture of what’s working, what’s not, and what to fix or improve—starting now.

1. CRM Structure & Data Quality

• Duplicate contact & company records

• Missing or unused custom properties

• Deal pipeline configuration

• Lifecycle stages alignment

• Contact segmentation accuracy

2. Marketing & Automation Review

• Status of active workflows and their effectiveness

• Email sequences and nurturing campaigns

• Lead scoring criteria

• Subscription types & GDPR compliance

🔍 Want to dive deeper into GDPR best practices? Check out this guide from ICO UK.

3. Sales Tools Usage

• Sequences and templates usage

• Pipeline visibility and automation

• Task management practices

• Sales reporting accuracy

4. Reporting & Dashboards

• Review of dashboards for each team

• Data accuracy and filter settings

• Attribution reporting and campaign tracking

• Custom report opportunities

5. Integrations & Tech Stack

• Current tools connected to HubSpot

• Sync errors or data flow issues

• Opportunities for API or third-party tool integration

Key Benefits of a HubSpot Audit

Here’s what clients typically gain after a full audit:

💬 “We knew we had gaps—but the audit showed us exactly where to focus first.”
— B2B SaaS Client, CRM Magnetics

When to Schedule a HubSpot Audit

You don’t need to wait until something is broken. Book an audit if:

• You’ve scaled significantly in the last 6–12 months

• You’re preparing for a new campaign or team expansion

• Your reporting no longer feels accurate

• Your team avoids using HubSpot

• You’re considering new integrations

✅ Explore our full audit offering here: HubSpot Audit by CRM Magnetics

Final Thoughts

A HubSpot audit is not just a technical check-up. It’s a strategic reset that helps you clean up inefficiencies, unlock unused potential, and align your CRM with your business goals.

Whether you’re a fast-scaling startup or a mature B2B team, an expert-led audit is one of the most impactful steps you can take.

🔎 Need help? Let’s audit your HubSpot together—and turn it into your growth engine.