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Overview of the HubSpot Portal Audit Plan and What's Included

Welcome! This guide explains your HubSpot Audit project, what it includes, and what you can expect from ThinkFuel as we work together to assess, optimize, and uncover opportunities in your HubSpot portal.

What is a HubSpot Audit?

Your HubSpot Audit is a comprehensive review of your HubSpot portal, designed to help you:

  • Understand which tools and features you’re fully using, under-using, or not using at all

  • Identify gaps or inefficiencies in processes, data, and automation

  • Improve reporting accuracy, operational efficiency, and overall HubSpot adoption

Think of it as a health check and optimization plan for your HubSpot portal, giving you actionable insights to maximize the value of your investment.

Goals of the Audit

The audit is focused on areas such as:

  • Data Health & Integrity: Identify duplicates, incomplete fields, and inconsistencies

  • Adoption & Usage: Review how your team is using tools and workflows

  • Automation & Workflows: Spot inefficiencies, redundancies, and areas for optimization

  • Integrations & Connections: Ensure your connected apps and systems are functioning properly

  • Content & Marketing Assets: Review your lists, sequences, emails, files, blogs, and templates

  • Hidden Pain Points: Surface challenges and opportunities that may not be immediately obvious

At the end of the audit, you’ll receive a clear, actionable set of recommendations designed to streamline processes, improve data health, and help your team get the most from HubSpot.

What’s Included in Your HubSpot Audit

Component What’s Included
Kickoff & Discovery Call 1.5-hour session where we understand your portal, discuss goals, and walk through your HubSpot instance to capture pain points, challenges, and priorities.
Internal Audit & Analysis Our team reviews your portal in detail, identifies gaps, data issues, workflow inefficiencies, and underutilized tools.
Audit Document (PDF) A detailed report of findings, including recommendations for data cleanup, process improvements, workflow optimization, and adoption opportunities.
Audit Review / Offboarding Call 45-minute session to walk you through the findings and discuss next steps, including potential services like the Virtual Admin program for ongoing support.

Please Note: The audit report is delivered in PDF format.

What’s NOT Included

Unless otherwise stated in your Scope Document, the standard HubSpot Audit does not include:

  • Implementation or changes in your HubSpot portal (this is advisory only)

  • Custom integrations or API migrations

  • Ongoing managed services after the audit

  • Data cleanup or remediation (we provide recommendations, but your team is responsible for execution unless agreed otherwise)

If you’d like to add any of these services, your ThinkFuel Strategist can discuss options for expanding the scope.

Next Steps

  1. Complete the Audit Questionnaire – This gives us preliminary context before the kickoff call.

  2. Attend the Kickoff / Discovery Call – We’ll walk through your portal and talk through everything you know about it.

  3. Review the Audit Document – After internal analysis, we deliver a detailed PDF with findings and recommendations.

  4. Audit Review Call – Walkthrough the report and discuss next steps for optimization and support.

Questions?

If you have any questions about your HubSpot Audit or what’s included, please contact us at ThinkFuel. We’re here to help and ensure you get the most from your HubSpot investment.