HubSpot Audit | Actionable CRM Insights in 1 Week

Is Your HubSpot Working for You or Against You?

At Second Mile, we help teams get more from HubSpot fast.

If your portal is cluttered with outdated assets, broken workflows, and underused tools, we’ll give it a strategy-first reset. Our HubSpot Audit is a deep dive into what’s working, what’s not, and where opportunities are hiding. Your team will get clarity, structure, and a clear path forward.

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Find and Fix What’s Broken in HubSpot

A deep, expert evaluation of your CRM, workflows, and marketing tools.

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Automatic Reports

We’ll deploy audit reports directly into your HubSpot instance. Yours to keep forever.

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Actionable Fixes

No fluff, just what needs attention, now or later.

The Audit Formula

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Hours of Your Time

5-May-30-2025-01-48-51-5549-PM-2

Week Of Our Time

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HubSpot Dashboards

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Audit
Report

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A Better HubSpot

Our 5-Step HubSpot Audit Process

We’ve refined this process through dozens of audits—start to finish, you’ll have your full report in just 7 business days. Our team knows exactly where to look and how to deliver fast, actionable insight.

Step 1: Discovery & Goal Alignment

We meet with your team for 1 hour to understand exactly what you need and why. In this brief discovery call, our team gathers input on what is going right, what needs improvement, and what you hope to achieve with HubSpot.

Step 2: Deep-Dive Portal Review

We peek under the hood. Our team systematically audits your entire HubSpot portal, documenting everything you’ve built. We review settings, user usage, examine your CRM data structure, automation workflows, lead scoring, email marketing setup, landing pages, integrations – essentially every nook and cranny of your HubSpot instance. If something’s broken or sub-optimal, we’ll find it.

Step 3: Analysis & Findings

We analyze the collected information to pinpoint inefficiencies that are costing you time or revenue. This includes spotting duplicate or outdated contacts, broken or overlapping workflows, underperforming assets, and missed opportunities (e.g. unused HubSpot tools that could benefit your team). We benchmark your portal against HubSpot best practices and industry benchmarks, so we can highlight gaps.

Step 4: Comprehensive Audit Report

After the deep dive, we compile a detailed audit report that lays out everything we found. This report includes a “scorecard” or health grade for key areas, a list of issues discovered, and recommendations prioritized as High/Medium/Low impact. Expect clear explanations for each recommendation – from quick fixes (e.g. cleaning up a workflow) to strategic changes (e.g. restructuring your lifecycle stages).

Step 5: Review Meeting & Next Steps

We don’t just send the report and disappear. Included in your audit is a live review session (via Google Meet) where we present our findings and recommended fixes. We’ll answer your questions, help you understand the audit, and prioritize next steps. Whether you choose to implement the changes yourself or engage Second Mile for help, you’ll finish this meeting with full clarity on how to elevate your HubSpot to the next level.

Deliverables: What You Get

Get a clear, custom-built audit report with prioritized fixes, quick wins, and next steps—no fluff, just what you need to clean up your portal and move forward with confidence. Everything is tailored to your HubSpot instance, not pulled from a template.

Comprehensive Audit Report

A detailed document auditing all relevant parts of your HubSpot portal (Marketing, Sales, Service, CMS, and CRM) with findings and recommendations. This includes an executive summary for quick insight and in-depth sections for each area reviewed.

Custom Dashboards for Ongoing Checks

We build and deploy tailored dashboards directly in your HubSpot portal, giving you real-time visibility into data quality, segmentation, and system performance. You'll keep these tools post-audit, so your team can easily monitor and self-assess long after the project ends.

HubSpot Feature Usage Audit

An evaluation of how you’re using HubSpot’s tools: are there valuable features you’re not leveraging yet? We’ll point out opportunities (like new HubSpot features or underutilized tools) that could benefit your specific marketing and sales efforts.

1-hour Review & Consultation

A scheduled walkthrough of the findings with our HubSpot-certified experts. We hand over the report and discuss each recommendation, ensuring you fully understand the audit findings. This session is also an opportunity to ask questions specific to your business and get our expert advice on any HubSpot challenges.

Don’t Just Take Our Word for It

I came into the project late in the game for our company. Second Mile was able to get me up to speed quickly. They confidently guided us in the right direction and listened to our concerns, and came up with the solutions that work best for us.

Spencer Brooks

LEO Events

Second Mile has been a fantastic partner. Every step along the way of implementing HubSpot into our systems as well as onboarding and training has been professional and great. They are very responsive which is important in a partner.

Ali Clark

Dobson Fiber

The level of meaningful detail and analysis they put into both the website and digital marketing roadmap gives me a high level of confidence moving forward with Second Mile.

Brett Paduch

Hometech Industries

Start Your Audit