If you're a business using HubSpot, you may be missing out on powerful tools already included in your subscription. A HubSpot Audit helps you uncover what’s working, what’s underused, and what could be optimized across your marketing, sales, and service hubs.
Whether you operate in wholesale, distribution, manufacturing, or construction, a well-executed audit ensures your teams are aligned, data is flowing, and HubSpot’s AI and automation features are driving results.
What Is a HubSpot Audit?
A HubSpot Audit is a comprehensive review of how your company is using HubSpot tools across every hub: Marketing, Sales, Service, Operations, and Content. It identifies configuration issues, underused features, data bottlenecks, and missed opportunities for automation and AI.
It's a critical first step for businesses who want to:
Maximize ROI from their HubSpot subscription
Improve cross-departmental alignment
Activate automation, workflows, and AI capabilities
Eliminate outdated or manual processes
Why Your Business Needs a HubSpot Audit
As HubSpot continues to evolve—with advanced tools, AI features, and custom-coded workflows—it’s easy for even experienced users to fall behind.
Ask yourself:
Are we using all the tools in our plan?
Can our sales and marketing teams access the same data
Are we using HubSpot AI to automate routine tasks?
Is our reporting clear and actionable?
A HubSpot Audit helps you answer these questions and more—with clarity, confidence, and a plan for action.
Key Areas Your HubSpot Audit Should Cover
Marketing Hub
SEO Optimization – Are you using HubSpot’s built-in SEO tools to rank higher in search?
Dynamic Email Marketing – Are you personalizing content with smart rules and lists?
Advertising Integrations – Are your Facebook and Google campaigns tracked and optimized?
Custom Dashboards – Can you see what’s driving conversions?
Content Hub – Is your blog, web, and landing page content managed in one place?
Sales Hub
AI-Powered Follow-Ups – Using AI to draft responses and suggest actions?
Transcripts & Coaching Tools – Supporting your reps with performance insights?
Sales Playbooks – Are they implemented and updated?
Pipeline Management & Forecasting – Is your revenue outlook accurate?
Service Hub
Customer Feedback Surveys – Are they automated and delivering insights?
Support Pipelines & Channels – Can you see resolution paths clearly?
SLA & Ticket Management – Are support promises being met?
Operations & Integrations – Are your tools and data connected?
Custom Objects & Workflows – Are you automating unique customer processes?
Content Hub
Web Pages & Blogs – Optimized, mobile-friendly, and on-brand?
Landing Pages – Built for conversion and easy to edit?
Creation Tools – Are they empowering your team or slowing them down?
Who Should Conduct a HubSpot Audit?
If your company is in:
Wholesale
Distribution
Manufacturing
Construction
…and you rely on HubSpot to manage marketing, sales, or customer service—then a HubSpot Audit is essential.
These industries often deal with complex sales cycles, disconnected data, and long B2B pipelines. A HubSpot Audit aligns systems, simplifies reporting, and increases efficiency through automation and AI.
How We Deliver a HubSpot Audit at Cogent Connective
Our expert team conducts full audits across:
Marketing, Sales, Service, Content and Operations Hubs
System integrations and data flows
Usage of AI tools and automation
Reporting structures and content hubs
Recommendations for activation, alignment, and growth
You’ll receive a custom report outlining what’s working, what’s underutilized, and how to maximize HubSpot’s value for your specific industry and goals.
Frequently Asked Questions: HubSpot Audit
Q: How often should I do a HubSpot Audit?
A: At least annually, or after major system changes, new hires, or sales/marketing strategy shifts.
Q: What’s the difference between a HubSpot Audit and a HubSpot onboarding?
A: Onboarding helps you start using HubSpot. An audit reviews how you're using it now and finds ways to improve.
Q: Does a HubSpot Audit include AI tools review?
A: Yes. We evaluate how well you're using HubSpot’s AI tools—like content generation, follow-up automation, and predictive lead scoring.
Ready for Your HubSpot Audit? Let’s Talk
If you're unsure whether your HubSpot subscription is delivering its full value—or you want to explore how AI and automation can transform your operations—contact us today.
Request a custom HubSpot Audit proposal from Cogent Connective.
Bradley Michel
