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.
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.
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.
Duplicate contact & company records
Missing or unused custom properties
Deal pipeline configuration
Lifecycle stages alignment
Contact segmentation accuracy
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.
Sequences and templates usage
Pipeline visibility and automation
Task management practices
Sales reporting accuracy
Review of dashboards for each team
Data accuracy and filter settings
Attribution reporting and campaign tracking
Custom report opportunities
Current tools connected to HubSpot
Sync errors or data flow issues
Opportunities for API or third-party tool integration
Here’s what clients typically gain after a full audit:
| Benefit | Why It Matters |
|---|---|
| Clean, actionable data | Better targeting and automation |
| Improved team adoption | Fewer manual tasks, more CRM trust |
| Automation performance | More effective lead nurturing |
| Insightful reports | Confident, data-driven decisions |
| Growth alignment | CRM that supports your next revenue goal |
💬 “We knew we had gaps—but the audit showed us exactly where to focus first.”
— B2B SaaS Client, CRM Magnetics
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
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.