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Top Fixes after a HubSpot Audit

Top Fixes after a HubSpot Audit
How to use the HubSpot Audit Checklist to Fix HubSpot issues
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Discover the key fixes you can implement post-audit using our HubSpot Audit Checklist. Pinpoint what your company’s missing, and see how we can help you close those gaps. Let’s make sure inefficiencies don’t stand in the way of your growth.

Why a HubSpot Audit is Essential

It is important to understand that a HubSpot audit should not only pinpoint what is working and what is not. It should show a clear picture of the sectors that represent potential growth. Over time, as campaigns launch and teams adjust strategies, your HubSpot environment naturally collects clutter. Unused workflows pile up, old lead nurturing sequences remain active when they shouldn’t, and outdated automation rules keep firing in the background.

"Whatever the reason for the exponential growth of the list of workflows in your HubSpot tool, there comes a time in every marketer's life when the accumulation of marketing assets. Mystery workflows starts to feel more like bothersome clutter that gets in the way of your daily efficiency, rather than essential resources that help you execute top priority marketing initiatives." - HubSpot

Who is it for?

  • HubSpot users who suspect they are underutilizing features or have never done a system check.

  • New marketing or RevOps leaders who inherited an unclear or overgrown HubSpot portal.

  • Any business that wants to clean up, refocus, and maximize ROI from their HubSpot investment.

Signs you might need a HubSpot Audit

If you’re not sure whether your team needs a HubSpot audit, use the list below as a quick checklist. These signs will help you determine if your system is running smoothly or if hidden issues are slowing you down without you realizing it

  • Outdated or unused workflows

  • Duplicate or incomplete contact records

  • Inconsistent or questionable data

  • Campaign performance dropping

  • Receiving complaints about HubSpot being confusing and messy

  • Automation gaps

If any of these red flags look familiar, it’s time to take a closer look at your HubSpot setup.


👉 Schedule your HubSpot Audit with ResultsIQ

Let’s make sure HubSpot is powering your growth, not slowing it down.


What is the HubSpot Audit process like

At ResultsIQ, we make sure a HubSpot audit is not just a quick look at what’s slowing you down. It is a process designed to give you a clear picture of your system's performance.

  1. Discovery Access: We align on goals and access your portal

  2. Deep-Dive Audit: Our experts analyze your setup across hubs

  3. Report Review: You receive a full report with priorities and benchmarks

  4. Strategy Session: Walkthrough of key findings with your team and help map your path forward

Ready to streamline your marketing, sales, and service hubs? Book your HubSpot Audit today and give your business the perfect reset.

🚀 ResultsIQ HubSpot audit


Top Fixes After a HubSpot Audit

A HubSpot Audit creates a clear before-and-after for your business. It identifies what’s no longer working, fixes broken or outdated processes, and streamlines how your marketing, sales, and service hubs work together. The result is a more efficient, aligned, and effective HubSpot setup that supports your team and drives measurable growth.

  • Dashboards are accurate, insightful, and built for real-time decision-making.

    Say goodbye to guesswork. We make sure your dashboards are pulling the right data, in the right format, so you can see exactly what’s happening in your business at a glance. This means faster, more confident decisions without having to dig through scattered reports.

  • Your teams are aligned, with streamlined processes across Marketing, Sales, and Service.

    Misaligned teams waste time, miss opportunities, and create inconsistent customer experiences. Our audit closes the gaps, ensuring that Marketing generates the right leads, Sales follows up efficiently, and Service delivers on your brand promise—seamlessly.

  • Clean data and improved CRM hygiene make your portal easier and faster to use.

    Duplicate contacts, outdated information, and inconsistent naming conventions slow everyone down. We clean, standardize, and organize your data so your team can find what they need instantly and trust the numbers they’re working with.

  • Automations run smoothly, efficiently guiding leads through your funnel.

    Broken or outdated workflows can confuse customers and cost you sales. We audit every automation, fix what’s broken, and optimize them so leads get the right message at the right time, moving them toward conversion without manual intervention.

  • Your team is focused on growth, not cleanup work.

    Instead of wasting hours on manual fixes or chasing down bad data, your team can put their energy into campaigns, conversations, and closing deals because your systems are finally doing the heavy lifting for you.

  • You get a clear, actionable plan from our 70+ point HubSpot cleanup checklist.

    No vague recommendations here. We give you a step-by-step roadmap of exactly what needs fixing, why it matters, and how to maintain it, so you can keep your HubSpot running like a high-performance engine.

  • You’re supported by professional HubSpot admin support, so fixes aren’t just made, they’re made right.

    Our team doesn’t just patch problems; we solve them with long-term stability in mind. You’ll have expert HubSpot admins ensuring every change is done correctly, tested, and aligned with your goals.

Whether you’ve been using HubSpot for years or you’ve inherited a messy portal, the right audit can transform frustration into clarity, chaos into order, and missed opportunities into measurable wins.

📈 If you’re ready to experience the before-and-after difference of a fully optimized HubSpot, book your audit today

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