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Maximise your Potential with a HubSpot Audit

Over time, HubSpot portals can become cluttered with unused properties, broken workflows and inconsistent data. Our HubSpot audits are designed to bring clarity and control back to your platform.

Working with us, you gain:

  • Clear visibility into what is working and what is not
  • Practical recommendations to improve performance
  • Better alignment between marketing, sales and service
  • A roadmap for optimisation and growth

A HubSpot audit is the first step to turning underperformance into opportunity.

What's Included in a HubSpot Audit

Our HubSpot audit services are thorough, structured and tailored to your business goals. After your audit, you will receive a clear summary with recommendations and next steps.
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CRM structure, properties and data quality

We assess how your CRM is set up to ensure your data is clean, consistent and structured to support accurate reporting and scalable growth.

Marketing automation and workflows

We review your workflows to identify gaps, inefficiencies and opportunities to better nurture leads and reduce manual effort.

Sales pipelines and deal stages

We analyse your pipelines to ensure they reflect your real sales process and help your team move deals forward with clarity.

Reporting, dashboards and attribution

We evaluate your reporting setup to confirm you can clearly see what’s driving leads, revenue and performance across channels.

User permissions and platform adoption

We check access levels and usage to make sure your team is using HubSpot correctly, securely and to its full potential.

Integrations, tracking and system performance

We review connected tools and tracking to ensure HubSpot is working seamlessly across your wider tech stack and delivering reliable data.

Mobile Image Case Study

Scaling a Brisbane Roofing Company with HubSpot

Using HubSpot to build a smarter marketing engine for sustainable growth for Roo Roofing

View the full case study.

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Why Work With Us?

For over 18 years, we’ve been helping businesses get more from HubSpot through smart strategy, seamless implementation, and ongoing optimisation. As an award-winning agency, we combine platform expertise, marketing strategy, and technical know-how to turn HubSpot into a growth engine for your business.

  • Local Brisbane In-House Team: Your HubSpot strategy is delivered by certified specialists right here in Brisbane.

  • 50+ Years Combined Experience: Proven expertise across HubSpot CRM, marketing automation, sales enablement, and reporting.

  • Award-Winning Agency: Recognised for delivering high-impact digital and growth solutions.

  • Tailored HubSpot Solutions: Custom HubSpot setups aligned to your goals, teams, and customer journey.

Frequently Asked Questions

What is a HubSpot audit?

A HubSpot audit is a detailed review of your CRM, marketing, sales and service setup to identify inefficiencies and improvement opportunities.

Who should get a HubSpot audit?

Any business using HubSpot that wants better performance, cleaner data or improved adoption can benefit from an audit.

How long does a HubSpot audit take?

Most audits are completed within two to four weeks, depending on portal complexity.

Will the audit disrupt our current HubSpot usage?

No. Audits are conducted without interrupting day-to-day operations.

Do you help implement audit recommendations?

Yes. We can implement, optimise and support all recommended changes on HubSpot for your business.