• May 23, 2024

The Ultimate HubSpot Audit Guide

 The Ultimate HubSpot Audit Guide

Are you struggling to make sense of HubSpot’s complex and ever-evolving software platform? If so, you are not alone. Don’t worry – we have the ultimate auditing guide to help you master HubSpot and make the most out of its many powerful marketing tools. Follow our guide and soon you will be able to maximize your HubSpot efforts and create an effective marketing strategy that will skyrocket your business. So, no more confusion or being lost in the deep abyss of HubSpot – let’s get started!

What is a HubSpot Audit?

A HubSpot audit is a way to measure the health of your account and make sure that you’re using the right tools for the job. It’s also an opportunity for you to audit yourself and see what kind of results you can get from using HubSpot’s tools. Audits are particularly useful if:

  • You want to be sure that all of your team members are working together effectively
  • You want feedback on how well each individual member contributes to their department (or division)
  • You want some insight into why certain things happen in your account

Make Sure All of Your Data is Entered

So, in your HubSpot audit first, take a little bit of time to make sure all your data is entered into HubSpot. This includes contact details from both online and offline sources that may have generated leads previously. Entering this data into the system will help you organize and manage your leads efficiently and accurately.

Doing this will not only help you to better plan and assign priorities, but it will also ensure that your data is right and precise; so make sure you get it all in there!

Identify Your Gaps

Determine whether there is a gap between your website traffic and lead conversions by looking at your ‘Traffic Analytics’ report and the ‘Contact conversion rate’.

Your ‘Traffic Analytics’ report can show you your lead conversion rate—that is, the proportion of website visitors who have become contacts in your contact database. Take a look at the report, and check out the contact conversion rate! It’ll be helpful to your business!

Don’t worry if you find that you’re receiving lots of website traffic yet only converting a small percentage of them into leads. With an average visit-to-lead conversion rate of 0.93%, it’s normal for only about one out of every 100 visitors to become a lead.

But, don’t despair! There are ways to help upgrade your conversion rate so that more of your website visitors become leads.

Review Your Content Management Settings

While doing your HubSpot audit, make sure you have the right content types for your business. The HubSpot Content Types tool can help you determine which content types are best for your business, including blogs and videos.

Review your templates: We recommend keeping a few templates in mind when creating new pages or posts from scratch so that they’re consistent with each other and easy to navigate through as they’re being created. If it’s not possible or necessary for you to use a template (for example, if a new page needs something more specific than what’s available in one of the pre-made templates), don’t worry too much about it—you’ll be able to edit whatever gets created until it’s perfect anyway!

Review Your Email Options

Your email templates are the building blocks of your emails. They’re what you base all of your messages on and they’ll shape how well your emails perform when it comes to engagement and clicks. You can check that you have the right ones by going into Account Settings > Email Templates, selecting the template that you want to use for a specific account, then clicking on Edit in order to view its settings!

Check and Update Your Sales Productivity Settings

Sales productivity settings are the most important thing in sales professional Hubspot to check when it comes to your HubSpot account. You can use these sales professional Hubspot settings to make sure that you are working in the best way possible, and they will also help you set up your sales emails and promotions correctly as well.

To start off, go into “Sales > Setup” from within the left menu of your dashboard. From there, scroll down until you see “Sales Productivity Options” under “Settings” (which is where all of this information lives). Click on this button at any point throughout this process; however—you need to be logged into an account with admin rights in order for this sales professional HubSpot to work!

Review Your Website Pages and Blog Options

First, check your website pages. Are you using strong headings? Have you got a CTA on each page? What is the purpose of each page and what does it achieve for your customers?

Next, check your blog options. Do you have an author bio that gives visitors insight into who they’re reading from and what they do? Is it clear who can comment on posts (and how) or where those comments are archived (and how)?

Finally, review the information in your sitemap. Is everything listed correctly under each category? Does it include a link back to all related content within each section so users know where else they can find information if they want more detail about something specific within that section’s topic area or genre?


There you have it, the ultimate HubSpot audit guide. If you’re looking to improve your website and boost sales, this is everything you need to know about audits. From what they are and how they work, to what kind of information you should be looking for on a website audit—we’ve got it all covered!

Shabbir Ahmad


Shabbir Ahmed is a professional blogger, writer, SEO expert & founder of Dive in SEO. With over 5 years of experience, he handles clients globally & also educates others with different digital marketing tactics.