Maximizing ROI: The Benefits of Conducting a HubSpot Audit

You have HubSpot, and that’s awesome, but are you getting your money’s worth? This all-encompassing marketing, sales, customer service, and operations platform can truly revolutionize your digital strategy. But like anything, it requires customization and utilization to ensure a return on investment. The first step in realizing your investment is understanding the current state, and outlining future vision and goals. That’s where the Lake One HubSpot Audit comes into play.


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Signs You Need a HubSpot Audit

If you are unsure if you need a HubSpot Audit, ask yourself these questions. 

  • Sentiment: Do teams feel like HubSpot is a burden vs. a value add?
  • Company Growth: Do you anticipate an increase in leads or customers in the near future? Are you considering expanding into new markets or launching new products/services in the near future?
  • Internal Process: Are you spending a lot of time on tasks that could be automated? Are team members working on high-value projects?
  • Data: Are you currently experiencing challenges in managing your customer data?
  • Customer Satisfaction: Are you easily handling and keeping up with service requests? Are customers satisfied with customer support?
  • Sales Pipeline: Do you always have quality leads in the pipeline? Is outreach and communication simple?
  • Conversion Rates: Are your landing pages, CTAs, or nurture sequences driving quality leads?
  • Engagement: Are your forms getting the same number of submissions they used to? Are they still opening and responding to emails?
  • Utilization: Are you leveraging all the features that your HubSpot subscription provides? Do you have a good understanding of all its capabilities?
  • Audience Targeting: Do you feel your audience is being targeted with your communications and content? 
  • Sales & Marketing Alignment: Is there clear alignment and seamless communication between your sales and marketing teams within HubSpot? Are they working cohesively to nurture and drive leads through the funnel?
  • Questioning Investment: Are you wondering if HubSpot is really worth it for your company?

What Does a HubSpot Audit Entail?

During a HubSpot Audit, we delve deep into your HubSpot setup and usage. We review elements such as setup, pipeline, automations, and hub utilization. Our goal is not merely to check if these features are in use, but also to assess their performance and interconnectedness within your HubSpot ecosystem. We get the full picture to best understand your processes and properly inform our recommendations.

Our Tried and True Process

We don’t cut corners with our HubSpot Audit. We take the time to get to know you, thoroughly understand your digital strategy, and determine actionable and attainable next steps.

Our 3-step process:

  1. Discovery: In this initial phase, we make it a priority to understand your business, goals, and challenges deeply. This understanding enables us to tailor our auditing process specifically to your unique needs, setting the foundation for a more effective and personalized audit.
  2. Assessment: This is where we go under the hood of your platforms. Our team of experts conducts a comprehensive examination of your digital presence, meticulously analyzing every element from landing pages to nurture sequences. This deep dive allows us to pinpoint areas of improvement, which are essential to boosting your digital marketing performance.
  3. Roadmap: Following the assessment, we provide a detailed roadmap. This guide outlines our strategic recommendations along with a clear action plan for implementation. The roadmap acts as a blueprint for your future success, marking the path to enhanced performance and higher ROI.


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Benefits of a HubSpot Audit

The aim of the HubSpot Audit goes beyond providing quick fixes or highlighting where things are going wrong (though we do that as well). It’s all about giving you the keys to unlock your digital growth potential and drive lasting results.

A HubSpot Audit ensures you’re making the most of your HubSpot investment and strategy. Here’s how:

Maximizing HubSpot ROI: HubSpot is constantly improving upon and expanding its offerings. Our audit will pick out areas that you should branch into, as well as provide insights on improving what you are currently doing to get the most return on your investment and efforts.

Sales & Marketing Alignment: Sales 🤝 Marketing. Ensuring these teams are well-coordinated and working towards the same defined goals is paramount in streamlining internal processes, bettering the customer experience, and ultimately helping grow your business with boosted conversions and revenue.

Increased Conversions: Understanding how to optimize your messaging and content to best resonate with leads is a surefire way to improve conversion rates. The audit points out areas that aren’t working well and offers insights on how to fix them.

Customer Retention: A HubSpot Audit isn’t just for gaining new leads; it’s also about making your current customers happier. By resolving issues in your customer service, you’ll keep them around longer. Pro tip: keeping existing customers is more cost-effective than acquiring new ones!

Decreased Buying Cycle: We delve into your processes to identify areas where the buying cycle can be accelerated. By reducing the time it takes for leads to convert into customers, you not only save valuable time and money but also expedite revenue generation.

Improved Efficiency: With your team aligned, HubSpot’s automation tools finely tuned, and your internal processes streamlined, you’ll regain valuable time for strategic thinking. This shift allows you to move your focus from day-to-day survival to long-term marketing strategy.

Let’s Get Started

It’s time to get into the weeds and see what we find. If you’re ready to embrace HubSpot’s full suite of capabilities, convert leads like never before, and make your CRM data work for you, reach out to your friends at Lake One to schedule a HubSpot Audit. 

Contact us today.