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Reasons For Using HubSpot Portal Audit

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Reasons for using HubSpot Portal Audit?


HubSpot Portal audit

HubSpot Portal Audit is a process that a HubSpot partner performs on a client’s account. It is a detailed assessment that looks at all aspects of the account, including SEO, conversion, and marketing.

A portal audit is a comprehensive review of your HubSpot usage and performance to identify opportunities to increase the impact HubSpot has on your bottom line. The recommendations will be ranked in order of impact level and you’ll be able to start checking each item off the list, starting with those that will have the highest impact on your performance.

At the end of the audit, you receive recommendations on efficiently managing, using and implementing HubSpot tools.

Reasons why you need a HubSpot Portal Audit

1. You need to prove your value

If you’re in charge of your company’s marketing or lead generation strategy, you must demonstrate the worth of your efforts through actual outcomes. Alternatively, you may not be obtaining any insight into your marketing analytics at all, preventing you from making well-informed changes and optimizing your efforts. One approach to ensure your tactics are on track is to conduct an audit.

2. You need to empower your team

An audit helps improve your sales and marketing processes by making the software less chaotic and more productive. The sales and marketing strategies of today are continually evolving. Having a portal that is always up to date with your company’s needs empowers your sales and marketing teams even more. This ultimately leads to a higher return on investment. 

Annual audits also make it easy to track the results of your sales and marketing initiatives. Audits are designed to check that your efforts are on track to meet the target, not only that everything is “neat and tidy.”


3. Clearing up HubSpot 

Any company that wants to get more out of their inbound marketing efforts and develop their business should conduct a HubSpot portal audit.

Let us let you in on a little secret: the longer you put off the audit, the more complicated it becomes. We strongly advise you to include in your annual organizational goals if you haven’t already.

4. To effectively manage your HubSpot CRM during updates

It might be difficult to keep up with all of the feature enhancements and new product releases that come with a marketing automation platform like HubSpot as part of a growing (and likely bootstrapped) team. It’s difficult to think about anything else when you’re preoccupied with the day-to-day chores of demand generation, reporting, and just keeping your funnel full. Because there isn’t enough time to learn about new product releases and software update notifications, they may go unrecognized and integrated into your strategy.

5. To solve template problems
Over time, templates are copied, core CSS is altered, and critical functionality or branding information may be lost. A single misalignment of text might destroy an entire template or render it unreadable on mobile. It’s critical to go over your templates, delete any duplicates, and improve on your active ones to maintain a consistent brand look.
A template audit will also allow you to ensure that you have a generic email template ready for any email type you require—newsletters, announcements, sales outreach, and so on—and that those templates are simple to alter and update as needed.

hubspot portal audit


Why is it important to audit  your HubSpot Portal?

Auditing your HubSpot Portal is extremely important because it will help you identify opportunities to improve your marketing and sales processes. You can also use the data you collect to improve the effectiveness of your email marketing campaigns.

Here are some good things that can happen if you audit your HubSpot portal:

1. A clean and organised HubSpot CRM can help improve team productivity.

2. A HubSpot Portal audit can improve engagement with team members. 

3. It improve the health of your HubSpot CRM system and clearing some integrations issues and problems.

Checklist on how to do a HubSpot Portal Audit

1. Check and clean up of HubSpot contacts. 

Contacts and companies are the foundation of a successful database, and they should be cleaned up on a regular basis (quarterly is often a good cadence).

Start by pulling up your contacts and companies and searching for a few things to get a sense of how well things are structured – and how much cleanup work you may have ahead of you.

A. Are your contacts’ current lifecycles appropriately tagged? (Subscriber, lead, MQL, SQL, and so on.)

B. Have you assigned owners to all of your leads?

C. Are hard bounces, unsubscribes, and old, inactive contacts being removed on a regular basis?

D. Is it common practice to manage and integrate duplicate contacts and companies?


2. Proper implementation of buyers persona.

Buyer personas are essential for effective targeting, segmentation, and customisation, and HubSpot includes a tool for creating them. Make sure your personalities are uploaded, and if they haven’t been updated in a while, sit down with salespeople on the front lines to make sure everything is up to date.


3. Check your email’s health.

Email is an essential component of any marketing or sales operation. The HubSpot dashboard can also be used to analyze your email performance. Consider your email analytics in the context of industry benchmarks to see where you’re performing well and where you should focus your efforts for improvement.


4. Make sure to check and audit your workflow.

On a regular basis, your workflows should be audited and changed. You can start with the workflows that have the most engagement and work your way down. Consider adding new workflows for customer retention, sales notifications, cart abandonment, and free trial signups if the essentials of lead nurturing are already in place.


5. Update your lead scoring.

Your lead scoring system should appropriately rank prospects based on their sales readiness if it’s working properly. Start by going over the triggers to see if anything stands out as missing or wrongly weighted. Consider starting anew if someone else set up the lead scoring years ago and you’re looking at a rat’s nest. Consider adding or changing your scoring attributes based on engagement recency, and if you haven’t done, consider evaluating certain web pages differently based on the intent they signal (e.g. pricing vs. careers.

6. Make sure your design is consistent.

HubSpot also provides website hosting services, such as designing templates, authoring content, incorporating interactive components, and publishing content for blogs or other landing sites.
While you’re doing it, make sure you have access to all of your templates and assess the font style, visuals, and overall brand image. Consistency in these areas should be a goal for all of your assets or properties.
Take note of any navigational discrepancies across your domain/subdomain/pages, and inspect your templates for style and layout. Update them if they aren’t consistent to increase user engagement.

7. Must take an advance integration with Google Search Console.

HubSpot users should take use of the Google Search Console integration in advance so that data from Google searches is sent into your SEO tool. (If you’re unfamiliar with Google Search Console, it’s a free service that shows you search analytics like average position in search and the number of hits and views your site gets for specific search terms.)
Confirm that Google Search Console is linked to HubSpot in order to integrate search data and provide you a complete picture of SEO and content performance.
8. Check your SEO strategies.
The HubSpot dashboard provides a feature that allows you to establish pillar pages/topic clusters for relevant pages/topics. This aids in the development of authority for search terms/topics relevant to your firm.
Consider using this feature to find information about your chosen topics and to link your pillar pages to specific blogs or other assets within them. Conduct a HubSpot audit to see whether these pillar pages/topic clusters are outdated and whether new pillar pages are required.
HubSpot also provides detailed blog suggestions and recommendations. Meta descriptions, title tags, alternative text for photos, and other suggestions are included.

9. Review your Forms and CTA’s.

Examining the results of your forms and CTAs can give you a fair idea of how well your lead capture assets are doing in terms of conversions.
Analyze the performance of both your forms and CTAs using HubSpot analytics, and highlight where performance needs to be improved the most.

10. Archived, Organise, and Manage your HubSpot assets.

Examine and archive any outdated or inactive forms, lists, or workflows. Make a note to create folders and utilize a systematized naming policy if you have a large number of active assets. This will help your team be more organized and efficient. While this may feel like busywork at the time, you will save time and avoid confusion in the long run.

The HubSpot audit checks for website structure, content, audience engagement, social media integration, and more. Audit results are available in an easy-to-read report that provides key insights into how your website is performing. You can use the report to make changes and improvements to your website’s marketing strategies.

HubSpot offers a free audit to help you see the health of your website and improve its performance.

hubspot portal audit


Why HubSpot Portal Review should be on top of your To-Do List

A HubSpot portal review reviews the tools, tools and resources available to you within HubSpot. It’s important to conduct a review of the tool to make sure it’s functioning properly and understand its benefits and limitations. HubSpot’s portal is a wealth of information that can help you improve your inbound marketing.

It’s important to be aware of the changes HubSpot frequently makes, as they can leave you feeling on the back foot. Before starting on an inbound marketing campaign, it’s important to understand how much work it will take and what data needs to be collected.


hubspot portal audit


Why do you need a Portal Audit?

A portal audit is a general assessment of the structure and content of a website. It is a way to assess how well a site performs in the SERPs. It is a complete look at the data that a site is collecting and the quality of that data, including the quality of the content and the site’s structure.

A portal audit can help you identify ways to get more value and clean up your marketing, sales, and service impact from HubSpot.

1. It helps you optimise your existing setup

Interpreting and evaluating all the collected data will help you optimise your existing setup. Conversion rate is another aspect you should analyse.

Analysing the performance of your marketing activities can help you make improvements and drive positive results.

2. It helps you get more value from your HubSpot subscription

Conducting a portal audit is important to help you get more value from your HubSpot subscription. A portal audit checklist items include work email, job title, and company name.

The HubSpot Marketing Cloud offers a range of features that help you get more value from your subscription.

These features include tools to optimise your campaigns, track your performance, and measure the effectiveness of your marketing efforts.  The HubSpot Marketing Cloud is available as part of a subscription plan, which provides access to all the features listed above and more.

3. It helps you manage your Hubspot more effectively

HubSpot has an agile product update and feature release schedule, which can be complex to manage.

The HubSpot Audit is aimed to clean up your HubSpot platform and ensuring that you’re using it as efficiently as possible.

Each section will be evaluated, and our team will make recommendations based on their evaluations and best practices so that you can use HubSpot effectively to reach your goals.


Looking for a HubSpot Expert?

If you are looking for a HubSpot expert, we recommend you partner with Ubique Digital Solutions. Business leaders and teams trust us to help solve strategic and technical business problems via HubSpot. UDS is a HubSpot Diamond Partner Agency that can help you with digital marketing.

We love to help forward-thinking, sales-hungry organisations achieve their goals. UDS wants to work with you.



Want to learn more?

Contact UDS to Learn How We Can Help




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