Did you know that simply by writing goals down studies have shown that there is a 33% increase in likelihood of achieving those goals? Conducting a HubSpot audit can reveal opportunities and help you set SMART goals. Use data to drive your decisions and further your investment into your HubSpot account.
Before you begin your audit it's important to have a solid understanding of what your business goals are. When you are aligned with the business priorities between departments and leadership you can then focus on what data will be important to you before you start this audit.
You can set specific outcome and output goals after you perform your audit which align with the overarching goals of the business.
2. What is part of the HubSpot Audit?
Every HubSpot account is different and may require different areas of focus. However a HubSpot audit is always conducted to take a pulse at how you have been using your account. When you perform a HubSpot audit on your account you can discover things like:
HubSpot subscription and usage
Tools in HubSpot: What tools and features are being used, what tools aren't being used.
Check users, permissions, and notifications
3. Why You Should to Do a HubSpot Audit
You may hear about the benefits of doing an audit but let's look into a few reasons why you should do a HubSpot audit.
New to the company or inheriting a HubSpot account
There has been a pivot in the company strategy
You have launched a new product offering
You are trying to reach a new target market
General maintenance and review of HubSpot account.
Just as we change the oil in our cars, get annual physical reviews, this audit will enable you to check in with your investment in HubSpot and company initiatives. The results will set a clear trajectory of what actions you need to take to reach your goals.
4. Who Should Champion Your HubSpot Audit?
Alignment with leadership various business units will be key to delegating the HubSpot audit. You can task different owners of the unit to audit a segment of your account. You might break up the audit list between different employees or alternatively champion one owner to do the audit. Either way making it clear who is responsible for what and assigning dates will help ensure your audit is completed.
There is a lot you can examine when doing a thorough review of your HubSpot account, however here are a few items you can prioritize for your audit.
Admin and user permissions
Tools used versus Tools that can be used
CRM: Contacts, Companies, and Deals
Users signed up to see dashboards
Properties used for contacts and companies
6. What System will enable you to follow through on your goals?
Identify the opportunities and then connect with your team around the opportunities discovered and then set realistic time goals for your next steps and who will be accountable for the work. Without a timeline it is very difficult to prioritize and keep yourself accountable.
Part of the three steps to achieving goals is 1.) Write the goals down 2.) Commit to goal directed behavior 3.) Create accountability for actions. One tool we love is databox which connects to HubSpot and provides useful dashboards and templates that further your visibility into the metrics you are monitoring.