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CRM Audit Service

Is your HubSpot CRM really optimizing your operation?

Discover bottlenecks, configuration errors, and hidden opportunities in your HubSpot in just a few days.

What is the CRM Audit

We audit your HubSpot portal with a technical and strategic focus.

Our process evaluates over 40 critical points of your operation — including Marketing, Sales, CX, and integrations — and delivers an assessment with practical, prioritized, and actionable recommendations.

You understand what is stalling your growth and what can be fixed immediately.

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What We Audit

Data & Segmentation

Data & Segmentation

Duplicate contacts, poorly configured properties, and inefficient segmentation.

Pipelines & Processes

Pipelines & Processes

Poorly defined stages and business rules in sales or service workflows (Sales Hub and Service Hub).

Workflows & Automation

Workflows & Automation 

Broken triggers, incomplete journeys, and conflicts between automations.

 

Marketing & Multichannel

Marketing & Multichannel

Emails, campaigns, forms, CTAs, and nurturing performance via email, WhatsApp, SMS, or paid media.

Site & Conversion

Site & Conversion

Pages, forms, SEO, blog, and integrated experience with other HubSpot hubs.

 

Integrations & AI

Integrations & AI 

Connections with other tools, data enrichment, and use of HubSpot's intelligent automations.

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1

Kickoff

Quick meeting with your team to understand context and priorities.

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2

Analysis

Our team analyzes your portal based on an exclusive framework. 

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3

Report

You receive a clear plan, with correction points, risks, and quick wins.

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4

Execution

We can monitor or execute the recommended adjustments.

You invested in HubSpot

Now it's time to get the most out of the platform.

Breno, founder of Dig RevOps and ex-HubSpot, explains why so many companies use only a fraction of the CRM's potential — and how a technical audit can reveal invisible flaws and immediate gain opportunities.

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Let's get your CRM on track?

Fill out the form and receive a complete assessment of your HubSpot.