About

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The ultimate solution for optimizing your HubSpot account - the HubSpot Audit Template! 🎉

I have combined the best tips, tricks, and recommendations from experts in the field to create a comprehensive template that covers all the essential elements of getting the most out of HubSpot. Say goodbye to guesswork and hello to success!

This 150+ point checklist template covers:

1️⃣ A thorough analysis of your HubSpot usage

2️⃣ A review of your account settings

3️⃣ Data cleansing to ensure the accuracy of your information

4️⃣ Asset organization for a more efficient workflow

5️⃣ Best practices, tips, and recommendations

🏆 [BONUS] Data Hygiene Reports

Get access to 19 downloadable HubSpot reports, landing pages, and task recommendations to help you analyze your contact, company, and deal data with ease.

The HubSpot Audit Template is designed to save you time, effort, and frustration, while ensuring that your HubSpot account is running at its maximum potential.

Available via Google Sheets.

Project Results

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1. Standardized HubSpot audit into a revenue-generating template and lead generation asset.
2. Time savings of approximately 68% compared to the duration before the creation of the template.