Are You Getting the Most Out of HubSpot?
HubSpot is a powerful tool for marketing, sales, and service. But without regular audits, inefficiencies and missed opportunities can cost you time and money. Our DIY HubSpot Audit Worksheet is designed to help you uncover these issues and spark new ideas for optimization.
Why Download Our DIY HubSpot Audit Worksheet?
- Uncover Hidden Issues: Identify inefficiencies and misconfigurations that may be holding your marketing efforts back.
- Document Your Current State: Create a clear snapshot of your HubSpot account to share with your team.
- Spark New Ideas: Discover new ways to leverage HubSpot's full capabilities.
What's Inside?
Our comprehensive worksheet covers key areas such as:
- Settings: Review user permissions, security settings, and integrations.
Contacts & Lists: Audit your contact database and list management.
- Marketing: Assess your email marketing, landing pages, and campaign performance.
- Automation & Workflows: Ensure your sales processes and automation workflows are optimized.
- Reporting & Dashboards: Evaluate your dashboards and reporting structures.
