<img height="1" width="1" src="https://www.facebook.com/tr?id=1358109350892272&amp;ev=PageView &amp;noscript=1">

What is a HubSpot Audit & Refresh?

Essentially, it’s a chance to review everything you’ve put into HubSpot, reorganize it, as well as evaluate what you’re doing with the platform. You may not be growing the way you could be with HubSpot because certain tools or features are not being used effectively.

 

Auditing your HubSpot portal will provide insight into how to best move forward and which best practices need to be implemented and trained on during the refresh.

hubspot-screenshot-workflows
Workflows standardized and calibrated to automate ecommerce customer lifecycle marketing

When Should I Refresh HubSpot?

From our experience, there are a handful of leading indicators that prompt ecommerce marketers to invest in a HubSpot refresh, including:

  • Your HubSpot portal has never been calibrated for ecommerce and/or you (or your team) has not been coached on how to best leverage it for growth
  • You've had your subscription for 12 or more months and are suffering from a "failure to launch" with respect to many of the key features
  • You've recently inherited your HubSpot portal and want to dramatically shorten your ramp-up time
  • You are impeded by "noise" inside your portal, including an abundance of data, lists, workflows, email templates and other assets that are stale or unused
  • You are considering or planning to add a new Hub or HubSpot product

Benefits of a Clean HubSpot Portal

In addition to enjoying a highly organized portal that's easy to navigate, you'll also:

  • Be able to quickly and efficiently execute on growth-oriented strategies
  • Maximize the return on your investment in HubSpot
  • Control your HubSpot cost by removing disengaged and duplicate contacts
  • Better automate evergreen customer lifecycle marketing campaigns
  • More easily track and report on your success
Scrollable
hubspot-ecommerce-unific-lists
Optimize your lists for ecommerce customer lifecycle automation

HubSpot Audit & Refresh includes:

HubSpot Audit
Review Current Business Strategy & Goals We will work with you to gain a thorough understanding of the current state of your business, as well as your goals and objectives. We make this initial time investment to ensure your HubSpot instance is calibrated for your specific needs and use case.
HubSpot Audit & Analysis Our team will conduct a holistic review of your CRM, hubs (ie. Marketing, Service) and modules (ie. Lists, Workflows) as well as the assets contained inside your HubSpot instance. We will assess the current state of your instance against both industry best practices as well as your use case, stated goals and objectives.
Prepare and Review Audit Report

At the completion of the audit, Unific will provide a detailed report of our findings as well as a prioritized list of recommendations. We'll also meet to discuss our findings, recommendations, and plan for the next phase of the project.

 
HubSpot Refresh
Data & Lists
Objects & Properties Remove any unused/unpopulated properties, merge data for redundant or duplicate properties, organize properties into property groups, and standardize naming conventions. 
Contacts Identify and merge/purge duplicate or disengaged contacts to help minimize your HubSpot subscription costs.
Lists Remove any unneeded or unused lists, create lists (if needed) for customer lifecycle marketing automation, and standardize naming conventions.
Automation
Workflows (Email Automation) Remove any unneeded or unused workflows, create workflows (if needed) for customer lifecycle marketing automation, and standardize naming conventions.
Chatflows (Bots) If already implemented we'll test and ensure bots are firing as intended or we'll add basic chatflows per industry best practices (with your guidance.)
Forms & Pop-ups Remove any unneeded or unused forms, create forms (if needed) for customer lifecycle marketing automation, and standardize naming conventions. If already implemented we'll test and ensure pop-ups are firing as intended or we'll add basic pop-ups per industry best practices (with your guidance.)
Usability
Saved Views Remove any unneeded or unused saved views, create basic saved views (if needed) for customer lifecycle marketing automation, and standardize naming conventions.
Settings & Permissions Ensure settings are optimally configured, tracking codes/elements are installed properly, team permissions are correct and brand standards are implemented.
Tech Stack Integration Confirm all relevant mar-tech integrations with HubSpot are configured properly.
 
Coaching & Optimization
Guidance & Coaching Throughout the Audit & Refresh program we'll meet to discuss your HubSpot portal as well as coach you and your team on best practices for how to use all of the tools to maximize growth. 
Systems Optimization Near the conclusion of the project we'll review the initial results post-refresh and ensure all of the updates are contributing towards helping you meet your stated goals and objectives.

Learn more about HubSpot Ecommerce Audit & Refresh

Have a question? Want to learn more? Book a meeting with us to make sure you've got everything you need to be successful with HubSpot.