HubSpot Audits
See better results with an optimized HubSpot environment
Could your HubSpot be more accurate, efficient or scalable?
If your platform hasn’t been optimized during onboarding and carefully managed, the result can be unclear data, clunky processes and headaches for everyone.
Get answers with a HubSpot audit. Simple Machines provides you with a thorough, objective and actionable audit of your HubSpot portal so you know exactly where improvements need to be made.
Client success
“Simple Machines performed a total system audit of our HubSpot CRM. Included was a very comprehensive overview document detailing areas of improvement, areas of success, best practices, and standards to help us fine tune our system. I would recommend Simple Machines and their audit services for anyone interested in keeping their CRM running at peak optimization.”
Thomas Barrett, iA
“We now have a very organized and functioning HubSpot CRM that is ready for a number of marketing initiatives. If we tried this ourselves we would still be stuck. Support has been both responsive and extremely helpful which often is solved with just a simple email. Great work Simple Machines and thank you.”
Brad Esposito, President/Founder
“They are easy to work with, very responsive and truly know HubSpot and marketing well. Highly recommend!”
Ginger Peak, Owner
What’s included in an audit?
We customize audits to meet the needs and challenges specific to your HubSpot portal. We can do a comprehensive review of your entire HubSpot ecosystem – or a narrower focus to address areas of concern.
Audit of current state
From the CRM to multi-hub onboarding, we use an objectives-based approach to ensure you’re set up to accomplish your goals with clear timelines and deliverables delivered from the start.
Findings walk-through
Next, we walk your team through our audit findings, recommendations and roadmap. Our goal is to ensure you know exactly what we’re recommending, why we’re recommending it and how the updates should be made.
Implementation
If you decide to have us make some or all of the recommended updates, we’ll get to work on the implementation. When finished, we provide documentation and training so your team is working for clear processes moving forward.
About Simple Machines
Simple Machines is a Chicago-based, woman-owned and certified LGBT Business Enterprise. As a Certified Platinum HubSpot Solutions Partner, we adhere to the industry’s highest standards in our approach to digital work.
From consulting and strategy to automation, web design and data analysis, we provide all the resources, tools and talent needed to drive growth. We put in the hard work every day to really understand our clients, adapt to their needs and make them look good.
It’s how we make ourselves indispensable.
Our HubSpot certifications
Get started
Want to learn more about our HubSpot audits? Fill out the form and we’ll be happy to help.
