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Eliminate the friction stalling your HubSpot growth.

Inside the Dig CRM Audit

  • Data Hygiene: Identify duplicates and database structural gaps.
  • Workflows & Automation: Review processes to resolve operational bottlenecks.
  • Team Adoption: Audit tool underutilization and user proficiency.
  • BI & Reporting: Verify data integrity for reliable decision-making.
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Our Audit Scope

Data & Segmentation

Data & Segmentation 

Duplicate contacts, misconfigured properties, and underperforming segments.
Pipelines & Processes

Pipelines & Processes 

A strategic review of business rules and sales stages across Sales and Service Hubs to ensure operational alignment.

Workflows & Automation

Workflows & Automation

We pinpoint broken triggers, incomplete customer journeys, and logic conflicts that stall your automated processes.

 

Marketing & Multichannel

Marketing & Multichannel 

Performance analysis of emails, active campaigns, and nurturing flows across WhatsApp and SMS channels.

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Site & Conversion

Technical diagnostics to uncover friction points on pages and forms that are currently hindering lead generation.

 

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Integrations & AI 

An audit of external connections and AI workflows to guarantee data security, operational integrity, and maximum task efficiency.

Understand our methodology

We pinpoint the friction. We architect the solution.

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1. Diagnostic

Identifying technical bottlenecks and logic gaps that stall your revenue growth.

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2. Deep-Dive Analysis

Auditing your HubSpot portal to uncover root causes and eliminate data silos.

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3. Solution Design

Architecting a customized resolution plan focused on maximizing your tech stack's ROI.

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4. Action Plan

Delivering a strategic roadmap with a clear guide for all technical issues.

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5. Delivery & Proposal

Presenting the commercial proposal to turn strategy into measurable results.

You invested in HubSpot

Now, it’s time to extract its full potential.

Our technical leadership features ex-HubSpot experts who identify invisible configuration flaws. We uncover the friction stalling your operation to deliver immediate efficiency gains.

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Ready to get your CRM back on track?

Request your HubSpot Portal audit today.