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hubspot technical audit

Learn to keep your HubSpot instance healthy

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HubSpot Technical Audit

We analyze and optimize your HubSpot solution with business needs in mind and enhance its functionality to empower the business flow. We make sure not just the HubSpot implementation goes on seamlessly but also that it enables you to run efficiently.

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Inspection report

Inspection Report Featuring 60+ Point

Our team of consultants will make sure you’re following best practices and set up for success.

operations recommendations

Operation Recommendations

Follow our expert advice to make sure your HubSpot configuration is set up to serve your business needs.

Plan Recommendation

Plans of Remediation

A plan of action for plugging all the gaps in your data quality process so you can get your business back to operating at an optimal level.



Get Access

At the outset, we access and assess where your organization, its challenges, and future and prepare to make changes at every stage of the process.


Conduct the Audit

We begin our assessments, identifying data initiatives and system configurations, prioritizing specific data quality objectives, and improving overall staff performance.


Present Findings

We collect data based on our assessments and organize them through a clear, coherent, and actionable report.


Action Plan

We deliver a dynamic action plan that is targeted at your business goals, with a bespoke approach to your particular needs.




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Frequently Asked Question


What are the benefits of a Hubspot Technical Audit?

HubSpot Technical Audit is a comprehensive system health audit that we conduct to review each tool in your HubSpot account to identify key efficiencies and to ensure optimal performance and sustainability of the system in the long run. Some of the benefits you can achieve include:

• Properly configured Hubspot saves employee time because you won't enter data many times, no bad properties and no impure data.

• It helps consolidate your applications to save money and get rid of applications which are not maximized.

• Improved data quality, accuracy and integrity through the maintenance and optimization of a single source of truth.

• It helps you organize, streamline your processes and fine-tune your overall performance within your CRM, sales, marketing and service.


What exactly does the Technical Audit include?

We will check the state of the system on how your HubSpot operates and conduct an assessment with your HubSpot settings and configurations to ensure that your apps and website are connected, how your forms perform, and analyzing your HubSpot account and property settings.

HubSpot offers a number of plans which include different functionality in each of the CRM, sales, marketing and service tools. Here is a list of the common tools and resources we audit:

• CRM: lists, workflows, sequences, forms, landing pages, files, templates.

• Sales Hub: custom objects, templates, sequences, tasks, emails, snippets, files.

• Marketing Hub: campaigns, forms, CTAs, emails, buyer personas, blogs.

• Service Hub: conversations, tickets, knowledge base, automation, feedback surveys.


Why does Learners have a fixed price while other agencies do not?

We have a fixed price because we have a consistent process and deliverable. We don't charge based on the size of the client's revenue, we charge based on the standard fixed price because we want to provide consistent results. The Learners team also provides a comprehensive suite of improvement recommendations and best practices.


How long does the HubSpot Technical Audit take to complete?

Our team is able to conduct and deliver the results of the audit within 2-3 weeks.


How does add business value with a HubSpot Technical Audit? is a HubSpot Solutions partner with a proven track record in various aspects of the HubSpot ecosystem and know how to get the most out of the platform to improve your company's overall performance. We leverage the HubSpot Technical Audit to help start-ups and scaling companies ensure that their HubSpot technology stack is consistent, stable and can sustain growth. As a results focused company, your objectives will be considered and recommendations and strategies will be provided on how to better utilize the software going forward and extend a hand to help answer questions along the way.

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