HubSpot Optimization Audit

Unlock HubSpot’s Full Potential

Uncover inefficiencies and fix what’s slowing you down. Our audit delivers expert analysis and a clear roadmap to improve your HubSpot setup and ROI.

Optimize Your HubSpot Setup
hubspot optimization audit
HubSpot audit statistic

See What’s Working, Fix What’s Not—With a Clear Roadmap to HubSpot Efficiency

Many businesses start strong with HubSpot, but over time, dashboards stop telling the full story, automations become clunky, and CRM data grows disorganized. These small inefficiencies add up—slowing down your team and hiding opportunities for growth.

Our HubSpot Optimization Audits are designed to fix that. We perform a deep into your HubSpot portals (Marketing, Sales, and Service) to evaluate setup, usage, and performance. With 70+ benchmarks, expert analysis, and actionable insights, you’ll walk away with a prioritized roadmap to get the most from your HubSpot investment.

Talk to a HubSpot Expert

What’s Included in the Deep-Dive Optimization Audit?

Designed for companies that want to uncover hidden inefficiencies, fix what’s broken, and optimize their HubSpot setup for growth, the ResultsIQ HubScan Audit delivers a thorough evaluation of your HubSpot instance—complete with benchmarks, best practices, and a prioritized action plan. Available in two tiers—Pro and Enterprise—based on your HubSpot license, each audit includes detailed findings, strategic insights, and clear next steps to help you get the most from your investment.
Who this service is for

Who’s it for?

  • HubSpot users who suspect they’re underutilizing features or have never done a system check
  • New marketing or RevOps leaders who inherited an unclear or overgrown HubSpot portal
  • Any business that wants to clean up, refocus, and maximize ROI from their HubSpot investment

Audit Scope

HubScanFROM $1200 Pro, $1500 Enterprise
Audit HubSpot setup (Pro, Enterprise)
 
Audit HubSpot CRM (Pro, Enterprise)
 
Audit HubSpot Professional or Enterprise Hubs (Marketing, Sales, Service) (Pro, Enterprise)
 

HubSpot Objects Overview

HubScanFROM $1200 Pro, $1500 Enterprise
Review unlimited objects (Pro, Enterprise)
 

Reports

HubScanFROM $1200 Pro, $1500 Enterprise
Detailed report (103 Pages (Pro); 109 pages (Enterprise))
 

Appendices

HubScanFROM $1200 Pro, $1500 Enterprise
Up to 5 (Pro) or 6 (Enterprise) appendices (list of all Custom Properties for each Object: Contact, Company, Deal, and Ticket)
 

Benchmarks

HubScanFROM $1200 Pro, $1500 Enterprise
78 Benchmarks (Pro); 85 Benchmarks (Enterprise)
 

Actionable Recommendations and Tips

HubScanFROM $1200 Pro, $1500 Enterprise
78 Recommendations (Pro); 83 Recommendations (Enterprise)
 
43 Tips (Pro, Enterprise)
 

Warnings

HubScanFROM $1200 Pro, $1500 Enterprise
13 Warnings (Pro); 15 Warnings (Enterprise)
 

Delivery Time

HubScanFROM $1200 Pro, $1500 Enterprise
3-day delivery (Pro); 2-day delivery (Enterprise)
 

Consultation with HubSpot Expert

HubScanFROM $1200 Pro, $1500 Enterprise
60-minute session (Pro); 90-minute session (Enterprise)
 

Expert Analysis

HubScanFROM $1200 Pro, $1500 Enterprise
Expert analysis focused on quick wins and optimizing Professional Hubs efficiently (Pro)
 
Expert analysis focused on strategic recommendations for advanced configurations and scalability (Enterprise)
 

Top 3 Recommendations

HubScanFROM $1200 Pro, $1500 Enterprise
Best practices & optimization (Based on company processes) (Pro, Enterprise)
 

A HubSpot Partner You Can Trust:
Certified. Accredited. Proven.
HubSpot Diamond Partner
HubSpot Onboarding Accredited
HubSpot Partner Directory
15+ Years of experience
SBA Veteran Owned Certified

Results That Matter: What You’ll Gain with a HubSpot Optimization Audit

Our audits empower your team to make smarter decisions, clean up inefficiencies, and unlock the full potential of your HubSpot system. Expect improvements in:

  • Platform ROI
  • Automation accuracy and speed
  • Marketing and sales alignment
  • Reporting clarity
  • Team efficiency and productivity
  • CRM adoption and data cleanliness
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results that matter

Our 4-Step HubSpot Audit Process

 

HubSpot optimization audit process

Our 4-Step HubSpot Optimization Audit Process

 

HubSpot Optimization Audit process

Not Sure Where to Start?
We Can Help.

If you’re not sure what’s working—or what’s holding you back—an audit is the best place to begin. We’re here to help you make HubSpot work better—one smart move at a time.

Start the Conversation
Start the conversation

Real Businesses. Real Results.

We could tell you how great our team is—but we’d rather let our clients do it for us. Here’s what they’ve experienced working with ResultsIQ.
  • Laura Paciano
    Laura Paciano
    After joining a company already using HubSpot, I wanted to assess our utilization of the platform and identify areas for optimization and improvement. Given my positive past experience with ResultsIQ, I turned to them for assistance. Their team exhibited a deep understanding of the HubSpot platform and its capabilities and provided us with a comprehensive report that outlined actionable steps to enhance our performance and maximize our ROI.
    TestFit
    Senior Vice President, Growth
  • Jake Legois
    Jake Legois
    Working with ResultsIQ has been easy. Their communication and follow-up is spot on. Thanks to ResultsIQ, our sales force effectiveness and CRM experience have significantly improved. We look forward to working with ResultsIQ in the future!
    American Tent
    Senior Director, Sales & Marketing
  • Jacqueline Amaral
    Jacqueline Amaral
    We initially sought a partner to assess and improve our marketing efforts, to assess areas for improvement and organize our HubSpot portal. ResultsIQ delivered that and more. Their team is collaborative, responsive, and always aligns with our marketing goals.
    Kantar
    Global Marketing Director

Trusted by Teams That Run on HubSpot

From startups to enterprise teams, we’ve helped B2B companies transform HubSpot into a high-performing growth platform.
ivenix
designmind
OxBlue
Linus Health
Belt Power
Kantar

Your HubSpot Journey Doesn’t End Here

Looking to do more with HubSpot? Here are a few other ways we can help.

FAQ

Curious what you’ll get from a HubSpot Audit—or whether it’s the right time to do one? These FAQs explain what’s included, how long it takes, what the difference is between Pro and Enterprise, and how we help you act on the findings.
Still have questions?

Still have questions?
Talk to a HubSpot expert today.

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