Is Your HubSpot Holding You Back?
Get a Full HubSpot Health Audit & Unlock Its True Potential.
Over time, your HubSpot portal can get messy — disconnected workflows, outdated data, and missed opportunities. Our expert HubSpot CRM audit reveals what’s working, what’s not, and how to fix it. Clean up your CRM, align your automation, and optimize your HubSpot CRM to scale with confidence.
Personal walk through and demo
Octo 360 is a HubSpot- GOLD accredited partner with proven experience in delivering large-scale, complex implementations and optimizations of the HubSpot platform.
What Our Clients Say, Real Stories, Real Results
Benefits of a HubSpot Health Audit & Optimization with a Certified Partner
360° Audit of Your CRM, Workflows & Data
We perform a deep-dive HubSpot health audit that covers your entire CRM — workflows, lifecycle stages, automation, reporting, and user behavior. This comprehensive HubSpot workflow audit identifies inefficiencies and bottlenecks that are slowing down your growth.
Quick Wins + Long-Term Optimization Plan
Our deliverable isn’t just a static report — it’s a strategic roadmap. We prioritize fixes and suggest smart changes to optimize HubSpot CRM performance across your sales, marketing, and service teams. As a trusted HubSpot automation agency, we guide you from cleanup to results.
Unlock the Full Value of Your Subscription
Most businesses use only a fraction of what HubSpot offers. We help you activate overlooked features and integrations that you already pay for. No upsells — just better ROI from a certified HubSpot consulting agency.
Discover what a clean, optimized HubSpot CRM can do for your business
Book Your Free Audit Call
Why Work with Octo360?
Fix What’s Broken Before It Costs You Deals
We identify hidden issues like broken workflows, misaligned deal stages, faulty lead routing, or incomplete automation. Our HubSpot CRM audit uncovers the gaps so you can prevent lost opportunities.
These inefficiencies often go unnoticed until they directly impact revenue. By proactively auditing and fixing them, you protect your pipeline, improve conversion rates, and ensure no lead falls through the cracks.
Simplify the Experience for Your Team
A cluttered CRM slows your team down. Our audit process helps optimize your HubSpot CRM for usability and efficiency — so your team can work smarter, not harder.
With a streamlined setup, your team can focus on selling and servicing, not fighting with messy data or confusing tools. The result? Higher adoption, better performance, and happier teams.
Gain Clarity With Better Reporting & Insights
As part of your HubSpot health audit, we assess reporting accuracy and dashboard alignment. With better insights, your leadership team can make faster, more informed decisions.
We also help you track the right KPIs at each funnel stage, so you’re not just collecting data — you’re acting on it. Clean, accurate reporting drives better forecasting, accountability, and growth.
See What’s Possible with a Smarter CRM. Get a Free HubSpot Health Audit
Not sure if your current setup is helping or hurting your growth? Request a free CRM audit and we’ll identify gaps, quick wins, and areas to optimize.
Frequently Asked Questions (FAQs)
What is a HubSpot Health Audit?
A HubSpot Health Audit is a comprehensive review of your CRM, workflows, data quality, and automation setup to uncover inefficiencies and identify opportunities for optimization.
What’s included in your HubSpot CRM Audit?
Our HubSpot CRM audit includes a full analysis of contact properties, pipeline stages, deal flow, lifecycle alignment, user behavior, automations, and reporting accuracy.
Why should I optimize my HubSpot CRM?
If your HubSpot portal is disorganized or underutilized, you risk losing leads, wasting time, and misreporting performance. We help you optimize HubSpot CRM to drive ROI and team efficiency.
Do you audit HubSpot workflows and automations?
Yes! Our HubSpot workflow audit looks at every automation — checking logic, timing, triggers, and task assignments — to make sure your system runs smoothly and supports your goals.
Can you help us clean up old data and properties?
Absolutely. Part of the audit includes identifying unused fields, outdated contact properties, and data quality issues — key steps in cleaning and optimizing your HubSpot CRM.
Will you show us how to fix what’s broken?
Yes. Our deliverable is not just a list of issues — it’s a prioritized roadmap. We’ll guide you step-by-step on how to implement changes or handle them for you if needed.
How is the HubSpot audit delivered?
We provide a detailed report with visual audits, screenshots, and a live call to walk you through findings. You’ll also receive a timeline and action plan.
How long does the audit take?
Most audits take 1–2 weeks depending on portal size and complexity. We move fast without missing critical details.
Is this service only for large teams?
Not at all. Whether you’re a startup or enterprise, we tailor our HubSpot consulting agency approach to fit your team size, growth stage, and priorities.
What happens after the audit?
You can implement the roadmap yourself, or continue working with our HubSpot automation agency for done-for-you cleanup, optimization, training, and scaling.