5 Benefits of a HubSpot Portal Audit [from a HubSpot Solutions Partner]

A HubSpot portal audit is an invaluable tool for businesses that use the platform, as it can uncover areas of improvement and help you make better decisions about your marketing strategy. 

By taking a look at all aspects of your account – from content creation to analytics – a HubSpot portal audit provides insights into how well your site is performing and what changes may be necessary to improve its effectiveness.

It also offers valuable information on ways to optimize the user experience so visitors have more engaging interactions with your brand online. 

With these benefits in mind, let’s take a closer look at why running a HubSpot portal audit should be part of every business’s digital marketing plan.

What is a HubSpot Portal Audit?

A HubSpot portal audit is a comprehensive review of your HubSpot account and online presence. It considers all aspects of the platform, from content to reporting. 

By taking an in-depth look at each element, you can identify areas for improvement and make better decisions about your marketing strategy and whether or not you’re making the most out of your subscription. 

 

Why do you need a HubSpot portal audit?

One of the critical advantages of performing a HubSpot portal audit is that it can help you identify potential areas of improvement.

In addition to helping you improve the performance of your website, a HubSpot portal audit can also give you insights into customer behavior and how visitors interact with your brand online. 

By analyzing data such as page views, time on site, and bounce rates, an audit can reveal how users are navigating through your website and what content they’re interested in. You can use this information to make informed decisions about where to focus your marketing efforts in order to better engage with customers.

Also, an audit can provide valuable information on how to optimize the user experience. By looking at page load times and website navigation, you can ensure that visitors have a positive experience when interacting with your brand online. Which will help improve customer loyalty and lead to higher conversion rates.

And finally, by using our DIY audit tool, you can identify areas of HubSpot that you might need to utilize. With such a robust platform, it’s easy to look over tools that might be a game-changer for your business. 

Overall, a HubSpot portal audit is a great way to optimize your online presence and ensure visitors have the best possible experience when engaging with your brand. By taking an in-depth look at all aspects of the platform, you can ensure that your website is performing at its peak potential and take advantage of any opportunities for improvement.  

With the right approach, you can use a HubSpot portal audit to maximize your business’s digital marketing efforts and achieve your goals.

And with that said, let’s take a closer look at the benefits of a HubSpot portal audit.

Benefits of a HubSpot Portal Audit

1. Keep your data all in one place – Take the reins of your customer experience and gain total visibility. Within one centralized platform, you can store all the essential data, such as contacts, deals, tasks, and emails, in one place. This allows you to respond promptly to customers’ inquiries while efficiently managing pipelines and tracking progress!
2. Streamline your sales process – Get rid of manual, time-consuming processes such as tracking documents and customer data. Automate your entire sales process in one simple platform to save time and money!
3. Make the most out of your content – Ensure that all of your content is up-to-date, relevant, and engaging for customers. Create personalized campaigns for the right audience segment with simplified tools.
4. Streamline your customer success team – Keep customers happy and coming back for more with efficient and accurate support. Speed up the resolution time of inquiries by setting up ticket pipelines and knowledge base articles. This helps cut down on manual processes while providing accurate solutions to customers’ issues!
5. Get the most value for your money – A HubSpot portal audit is a valuable tool for businesses that use the platform, as it can uncover tools that you might not be using to their greatest potential.

By taking the time to audit your HubSpot portal, you can make sure that you’re using all of its features to their fullest potential. Plus, with a streamlined process in place, you can reduce costs while keeping your customers coming back for more!

When should you run a HubSpot portal audit?

Given the many benefits of a HubSpot portal audit, businesses should review their portals at least once a year or more. 

Also, it’s important to schedule regular portal audits whenever there are changes to your business, such as website redesigns or new marketing campaigns. By doing so, you can ensure that your digital presence is always performing at its best and making the most of your investments in HubSpot.

How do you get started?

At Good Team, we have a 40-Point DIY audit you can do! This DIY audit helps you check the basics and get a good overview of how your HubSpot portal is performing. 

Here’s what you’ll learn:

1. HubSpot Data – Check and make sure your data is moving throughout your HubSpot account as it should! Videos include: Connecting domains, installing tracking codes, setting user teams and permissions.
2. HubSpot Sales – If you’re paying for a Sales subscription, we will walk through all of the features you should be using! Videos include: Connecting inboxes, deals, tasks, goals, products, and quotes.
3. HubSpot Marketing – Regardless of the version of Marketing Hub that you’re using, you’ll learn how to make the most out of it! Videos include: Monitoring and Optimizing Campaigns, Emails, and SEO.
4. HubSpot Service – You’ll learn how to streamline your customer success team! Videos include: Setting up SLAs, Ticket Pipelines, and Knowledge Base articles.

Or if you don’t have time to complete the audit, our team is here to help take it a step further by running an in-depth analysis of your portal to identify areas for improvement. We can then provide recommendations on what changes need to be made for better results and help you implement any necessary adjustments.

A HubSpot portal audit can be a powerful tool for improving how your business operates on the platform. By reviewing your account and identifying improvement areas, you can ensure that your digital presence is always performing at its best and delivering results. 

All in all, running a HubSpot portal audit is invaluable for businesses that use the platform. Not only will it help you understand your current performance and identify areas of improvement, but it can also help ensure that visitors have a positive experience on your website and that your digital marketing efforts yield the best results possible.

 

Fill out the form below to download our 40-point DIY HubSpot Audit!