HubSpot Audit & Optimization

Get more value out of your HubSpot

Get an expert to audit your HubSpot account and uncover opportunities to improve performance + maximize the value of HubSpot.

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How an audit works

An expert-led engagement scoped to your HubSpot account and business goals.

Step 1

Discovery

We learn your goals, team structure and how you use HubSpot today.

Commercient robot mascot writing on a notepad with a pencil, representing note-taking and capturing information

Step 2

Diagnosis

A full audit of your workflows, properties, pipelines, permissions and reporting.

Step 3

Recommendations

A prioritized action plan of gaps, quick wins and structural fixes.

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Step 4

Optimization

We implement the improvements so your account is clean, aligned and ready to scale.

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What's included in your audit

You recieve an in-depth look from a dedicated HubSpot implementation specialist with project-plan access and email support throughout.

For

$ 750

Alongside:

Full account diagnosis across workflows, properties, users, teams, permissions, views and pipelines
User and team setup or optimization, including permissions
HubSpot fundamentals review and alignment
General account settings and branding optimization
Reports and dashboards review or creation
Workflow support upon request

Get Started with a HubSpot Trainer

Why work with Commercient

Diamond Partner expertise

6 hours of private meeting time

Tailored to your goals

Frequently asked questions (FAQs)

A full diagnosis of your account, including workflows, properties, users, teams, permissions, views and pipelines. Plus your HubSpot fundamentals, account settings, branding and reporting.

No. This plan is for anyone on HubSpot, whether you're a new user or have run it for years and want a professional review against best practices.

Both. You get a prioritized set of recommendations and hands-on optimization of the highest-impact areas, not just a document.

The plan includes about 6 hours of time with our trainers, scheduled around your team's availability.

Onboarding sets up a new HubSpot account from scratch. An audit reviews and optimizes an account you're already using.

A clear, prioritized action plan, plus an account that's cleaner, aligned to best practices and ready to scale.