HubSpot Audit

Step 1

Rate your HubSpot CRM

Simply drag the pink sliders to rate your HubSpot CRM

Score: 0/100 Grade: F

Cleanliness of data Assess the absence of outdated, incorrect or redundant data

0 5 10

Completeness of contact and company records Evaluate the extent to which essential fields are filled out

0 5 10

Utilisation of lists and filters Assess the extent and effectiveness of list and filter utilisation for segmentation

0 5 10

Clarity in segmentation Evaluate how clear and logical the segmentation is

0 5 10

Usage of workflows Evaluate the extent to which workflows are utilized for automation

0 5 10

Complexity and effectiveness of workflows Assess the effectiveness and sophistication of the workflows

0 5 10

Next step

Step 2

Now choose the additonal hubs you want to audit; select all that you use.

YES NO

YES NO

YES NO

YES NO

Next step

Total Score:

Percentage:

Grade:

Next step

Now download your results to get recommendations on how to improve and a benchmark score vs other HubSpot users.