Tune Up Your HubSpot Portal with a Free Audit and Optimization Plan

Want to get the most out of your HubSpot investment? Maybe it’s time for a free professional review!

Are you maximizing the benefits of your HubSpot investment? If you’re unsure or trying to find ways to enhance your marketing and sales strategies, we have something for you. With 17 years of HubSpot experience and deep expertise optimizing the platform across multiple industries, the Resource Boxe team is ideally suited to provide you with a Free Audit and Optimization Plan to get you HubSpot portal running at top effectiveness and delivering the results you deserve.

Watch this 90 second video for a quick overview and then check out the details below.

What’s Included? 

1. Account and User Setup

  • Review user permissions, roles, and team structures.

  • Check for inactive or duplicate users.

  • Confirm Super Admin assignments and security settings (2FA, access controls).

2. CRM and Data Quality

  • Assess contact, company, and deal records for duplicates, incomplete data, or outdated fields.

  • Evaluate lifecycle stages, lead sources, and segmentation accuracy.

  • Review custom properties and naming conventions for consistency.

3. Marketing Hub

  • Audit email performance (deliverability, engagement, unsubscribe rates).

  • Review lists (static vs. active) and workflows for logic, efficiency, and GDPR compliance.

  • Examine landing pages, CTAs, and forms for conversion performance and tracking.

4. Sales Hub

  • Check pipeline structure, deal stages, and automation.

  • Evaluate task workflows, sequences, and templates.

  • Ensure proper use of quotes, products, and forecasting tools.

5. Service Hub

  • Review ticket pipelines, SLAs, and response workflows.

  • Assess knowledge base content and chatbot performance.

  • Ensure feedback surveys and NPS are being utilized effectively.

6. Reporting and Dashboards

  • Audit existing dashboards for relevance and accuracy.

  • Identify gaps in metrics (conversion rates, funnel tracking, ROI reporting).

  • Ensure reports align with current business goals and departments.

7. Integrations and Tech Stack

  • Review connected apps (CRM, ERP, marketing tools, etc.).

  • Check for deprecated or unused integrations.

  • Confirm data sync integrity and frequency.

8. Compliance and Governance

  • Review GDPR, CAN-SPAM, and privacy compliance.

  • Check email subscription settings and cookie consent configurations.

  • Ensure consistent domain and brand settings across tools.

9. Optimization Opportunities

  • Identify automation gaps or underutilized features (AI tools, workflows, A/B testing).

  • Recommend data cleanup, property consolidation, or process streamlining.

  • Suggest quick wins for improving engagement and reporting accuracy.

To get your free HubSpot Portal Assessment, just fill out the form below and we’ll be in touch within 24 hours to schedule an initial call.