--- title: HubSpot Audit | Find What's Broken | Smit Marketing description: A HubSpot audit that shows what's broken and gives you a clear plan to fix it. UK-based HubSpot experts. Start with a free health check. --- [Skip to content](https://smitmarketing.co.uk/services/hubspot-audit#main-content) [![Smit Marketing Lo](https://smitmarketing.co.uk/hs-fs/hubfs/Untitled%20design%20(7)-1.png?width=200&height=80&name=Untitled%20design%20(7)-1.png)](https://smitmarketing.co.uk/?hsLang=en-gb) - [Home](https://smitmarketing.co.uk/) - [Services](https://smitmarketing.co.uk/services) Show submenu for Services - [HubSpot Onboarding and Implementation](https://smitmarketing.co.uk/services/hubspot-onboarding) - [HubSpot Audit](https://smitmarketing.co.uk/services/hubspot-audit) - [HubSpot Training](https://smitmarketing.co.uk/services/hubspot-training) - [HubSpot Support and Managed Services](https://smitmarketing.co.uk/services/hubspot-support) - [HubSpot Reporting and Dashboards](https://smitmarketing.co.uk/services/hubspot-reporting) - [HubSpot Automation and Workflows](https://smitmarketing.co.uk/services/hubspot-automation) - [HubSpot CRM Cleanup and Data Quality](https://smitmarketing.co.uk/services/hubspot-crm-cleanup) - [Marketing](https://smitmarketing.co.uk/services/hubspot-marketing) - [Blog](https://smitmarketing.co.uk/blog) - [About](https://smitmarketing.co.uk/about) - [Contact](https://smitmarketing.co.uk/contact-us) Open main navigation Close main navigation - [Home](https://smitmarketing.co.uk/) - [Services](https://smitmarketing.co.uk/services) Show submenu for Services - [HubSpot Onboarding and Implementation](https://smitmarketing.co.uk/services/hubspot-onboarding) - [HubSpot Audit](https://smitmarketing.co.uk/services/hubspot-audit) - [HubSpot Training](https://smitmarketing.co.uk/services/hubspot-training) - [HubSpot Support and Managed Services](https://smitmarketing.co.uk/services/hubspot-support) - [HubSpot Reporting and Dashboards](https://smitmarketing.co.uk/services/hubspot-reporting) - [HubSpot Automation and Workflows](https://smitmarketing.co.uk/services/hubspot-automation) - [HubSpot CRM Cleanup and Data Quality](https://smitmarketing.co.uk/services/hubspot-crm-cleanup) - [Marketing](https://smitmarketing.co.uk/services/hubspot-marketing) - [Blog](https://smitmarketing.co.uk/blog) - [About](https://smitmarketing.co.uk/about) - [Contact](https://smitmarketing.co.uk/contact-us) - [Get in touch](https://smitmarketing.co.uk/contact-us) [Get in touch](https://smitmarketing.co.uk/contact-us?hsLang=en-gb) ## HUBSPOT AUDIT # HubSpot audit: find what's broken and get a clear plan. We review your account and give you a clear 20-day plan to fix it. No obligation. [Free Portal Health Check](https://smitmarketing.co.uk/free-hubspot-health-check?hsLang=en-gb) [Or book a 15-minute call](https://smitmarketing.co.uk/contact-us?hsLang=en-gb) ## What is a HubSpot audit? A HubSpot audit is a structured review of how your account is set up and used. We check data quality, properties, pipelines, workflows, reporting and permissions, then rank the issues by impact so you know what to fix first. You get an honest picture in plain English and a clear 20-day plan for putting it right, with no obligation to hire us to fix it. ## SOUND FAMILIAR? ## Who a HubSpot audit is for ##### Something feels off Teams who suspect HubSpot isn't set up right. ##### Inherited a portal Businesses that inherited an account from a previous admin or agency. ##### Reports nobody trusts Teams with reports and dashboards nobody trusts.  ##### Planning to invest more Companies about to upgrade or invest more in HubSpot. ## WHAT'S INCLUDED ## What a HubSpot audit covers We review your data, properties, lifecycle stages, workflows, reporting, permissions and integrations, then tell you what to fix first.  --- ✓ Data quality: duplicates, missing fields and inconsistent values --- ---  ✓ Lead routing: whether leads reach the right person, at the right time --- ✓ Properties and pipelines: what’s needed and what can go ---  ✓ Reporting and dashboards: whether the numbers are accurate  ---  ✓ Workflows and automation: what is running and what is failing  ✓ Users and integrations: who has access and what’s syncing ## How long it takes and how pricing works? A HubSpot audit has a defined scope, so we agree it up front. How much there is to review depends on the size of your account and how many tools connect to it. After a free 15-minute call we confirm what is covered, how long it will take and the cost in a short plan before we begin. There are no long contracts and no pressure to book further work.  ## Our HubSpot audit process --- ##### 1. Quick call Tell us what isn't working and what you want from HubSpot. --- ##### 2. Access and review With your permission, we go through your account. --- ##### 3. Findings We explain what we found in plain English, ranked by impact. --- ##### 4. Your plan You receive a clear 20-day plan, and we can walk your team through it. ## HubSpot audit FAQs What is a HubSpot audit? A HubSpot audit is a structured review of how your account is set up and used. We check data quality, properties, pipelines, workflows, reporting and user permissions, then tell you what is broken and what to fix first. What do I get at the end of a HubSpot audit?  You get a clear written plan that ranks the issues by impact, so you know what to fix first and what can wait. Do I need to give you access to my HubSpot account? Yes, we need admin or view access to review your setup. We only look at what we need to, and you can remove access when the audit is finished. Can you fix the problems you find?  Yes, if you want us to. The plan is yours either way, so you can use it with your own team, another provider or us.  How often should I audit HubSpot? A review makes sense when something feels wrong, when your team grows or processes change, or before a big campaign. Many teams also do an annual check. > "I worked with Smit Marketing to help set up Hubspot for our organization. The team is not only knowledgeable about the platform, but attentive to our specific needs and extremely proactive in seeking out the best ways to exploit and configure Hubspot to achieve our goals. Francois is easy to work with, flexible, reactive and methodical. Highly recommended! ." > > Gwen Dubois ## Related services. #### HubSpot data cleanup Fix the data problems an audit finds. [Explore →](https://smitmarketing.co.uk/services/hubspot-crm-cleanup?hsLang=en-gb) #### HubSpot workflows Repair or build the automation you need. [Explore →](https://smitmarketing.co.uk/services/hubspot-automation?hsLang=en-gb) #### HubSpot support Ongoing help with the fixes. [Explore →](https://smitmarketing.co.uk/services/hubspot-support?hsLang=en-gb) [← Back to all HubSpot services](https://smitmarketing.co.uk/services?hsLang=en-gb) #### Not sure what's broken in HubSpot?  Start with a free health check, or book a call and you'll hear from us personally    [Book a 15-minute intro call](https://smitmarketing.co.uk/contact-us?hsLang=en-gb) OR   [Get your free health check](https://smitmarketing.co.uk/free-hubspot-health-check?hsLang=en-gb) ### SMIT Marketing  Newbury, UK  - [Home](https://smitmarketing.co.uk) - [Services](https://smitmarketing.co.uk/services) - [HubSpot Onboarding and Implementation](https://smitmarketing.co.uk/services/hubspot-onboarding) - [HubSpot Audit](https://smitmarketing.co.uk/services/hubspot-audit) - [HubSpot Training](https://smitmarketing.co.uk/services/hubspot-training) - [HubSpot Support and Managed Services](https://smitmarketing.co.uk/services/hubspot-support) - [HubSpot Reporting and Dashboards](https://smitmarketing.co.uk/services/hubspot-reporting) - [HubSpot Automation and Workflows](https://smitmarketing.co.uk/services/hubspot-automation) - [HubSpot CRM Cleanup and Data Quality](https://smitmarketing.co.uk/services/hubspot-crm-cleanup) - [Marketing](https://smitmarketing.co.uk/services/hubspot-marketing) - [Blog](https://smitmarketing.co.uk/blog) - [About](https://smitmarketing.co.uk/about) - [Contact](https://smitmarketing.co.uk/contact-us) 0163 592 5118 francois@smitmarketing.co.uk [linkedin-in icon](https://www.linkedin.com/company/smit-marketing-uk) --- © 2026 Smit Marketing Ltd | Registered in England & Wales | Company No.16632071 ```json { "@context" : "https://schema.org", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "A HubSpot audit is a structured review of how your account is set up and used. We check data quality, properties, pipelines, workflows, reporting and user permissions, then tell you what is broken and what to fix first." }, "name" : "What is a HubSpot audit?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "You get a clear written plan that ranks the issues by impact, so you know what to fix first and what can wait." }, "name" : "What do I get at the end of a HubSpot audit?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes, we need admin or view access to review your setup. We only look at what we need to, and you can remove access when the audit is finished." }, "name" : "Do I need to give you access to my HubSpot account?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Yes, if you want us to. The plan is yours either way, so you can use it with your own team, another provider or us." }, "name" : "Can you fix the problems you find?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "A review makes sense when something feels wrong, when your team grows or processes change, or before a big campaign. Many teams also do an annual check." }, "name" : "How often should I audit HubSpot?" } ] } ```