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4 Signs You're Past Due for a HubSpot Portal Audit

Your HubSpot portal is an excellent tool for your business, but getting the most out of it requires proper use (and keeping it tidy). It doesn't take much for your HubSpot portal to become cluttered, disorganized, and overrun with obsolete resources.

However, tidying up your HubSpot portals undoubtedly feels as daunting as clearing out your closet. You know you should do it, but you can't seem to get started. 

You're not alone! Many HubSpot users struggle with the motivation to conduct a deep dive into their portals and take the time to clean them up properly. That being said, portal audits are crucial to growing your business! An unkempt portal can affect your CRM's performance or ability to implement your inbound marketing strategy.

In this blog, we'll cover the top four signs that indicate that your HubSpot portal needs an audit. However, before we start, let's better understand a HubSpot portal audit

An Overview of a HubSpot Portal Audit

A HubSpot portal audit is a full examination of your account that assesses your use and performance and identifies possibilities to boost HubSpot's bottom-line effect.

After a portal audit, you have insights into managing, utilizing, and deploying HubSpot products more effectively to boost your marketing, sales, and service performance. These ideas might range from basic, quick-win things (such as implementing HubSpot Snippets) to even more detailed strategies, such as reorienting your content marketing strategy to include topic clusters.

As you work through an audit, you'll be able to cross items off the list, starting with the things that will most influence your performance. Then, as you execute the suggested improvements, you can compare your performance and development after a clean-up to before the audit was initially completed. You notice better efficiencies, accurate workflows, cleaner data, and the successful conversion of more leads after a thorough audit!Audit level to maximum conceptual meter, isolated on white background

4 Signs That Your Past Due for a HubSpot Portal Audit

Challenges and issues with your HubSpot portal might not always be extremely clear. Take a look at your platform to see if you're making the most of the resources at your disposal and receiving the results and conversions you want.

If you're not seeing what you'd like to see, here are four reasons why your HubSpot portal may be in need of an audit.

1. Your Sales and Marketing Numbers Don't Add Up

Despite formerly dominating your market, you now see your numbers drop (without a clear explanation). Without knowing why or, more significantly, how to remedy it, your business is losing out on many marketing and sales possibilities. 

An audit is the only way to find out why and how to address this problem.

You may locate issues and determine what's functioning well and what needs improvement by going through your CRM's data. Effective inbound marketing strategies and sales need you to know how well your efforts work for you. If you're not taking full advantage of all the resources at your disposal, you might be losing out on quality leads or failing to measure your progress effectively.

2. Your Content Assets Are Not Stored Properly

When your gateway is full of contacts, deals, and other files and papers, it's apparent that you will not be able to keep track of everything. As a result, you may be losing out on opportunities because you aren't aware of them.

There are several reasons why your platform is in a state of disarray. After your templates have been lost in a sea of files, you may spend a lot of time hunting for a document or creating every email and newsletter from scratch. You might not have blogs or pillar pages set up correctly into campaigns to track efforts. Your drip email sequences lack the proper automations to work as they should. 

Many people have difficulty locating or storing content properly in their content management system. However, a portal audit can help you find missing documents, set up naming conventions and folder systems, and stay organized to produce and manage content effectively!

3. Your Interactions Don't Match the Buyer's Journey 

There will be instances when it's required to create new emails for a promotional campaign or sales outreach, like a special campaign. Your lead nurturing plan should, however, contain templates that can be customized based on variables such as lifecycle stage and persona. As a result, you'll save a lot of time, and your message will be crystal clear. After all, according to Innovid's July 2020 research, "Consumer attitudes on personalized ads," 43% of survey respondents agree that personalized digital ads are significant.

Marketers can use HubSpot to get vital data that will help them make better marketing choices in the future. For example, it may show you which parts of a campaign were responsible for the success or failure of the overall effort, helping you to decide what to concentrate on and what to avoid.

Insights such as what themes resonate with your audience may be gleaned from these reports. With this knowledge, you can develop more of what your leads and clients want to see, enticing them even more to your firm.

4. You Don't Have the Reports You Need to Analyze Progress

You might be in a situation where you don't even know what you don't know. Without the right reports set up to pull metrics for campaigns, inbound marketing efforts, closed/lost leads, and more, you can't be sure your portal is working for you at all. 

A HubSpot audit helps you identify the information and types of reports you need to monitor sales and marketing performance for better success. 

What Should You Expect During a HubSpot Portal Audit?

Running a HubSpot audit requires a close examination of the software you use. Here are some examples of what's usually included in a HubSpot portal audit:

  • Sales Hub: Review templates, activities, snippets, documents, emails, and other custom objects available in the Sales Hub.
  • Service Hub: Review knowledge base articles, automation, issues, feedback, and conversions are part of the Service Hub.
  • CRM: Analyze workflows, landing pages, layouts, files, emails, customizable objects, activities, and snippets are all part of CRM.
  • Marketing Hub: Review CTAs, emails, forms, promotions, blogs, plus buyer profiles are all part of the Marketing Hub.

During the audit, you'll identify issues and then determine the appropriate fixes to clean up your platform!Serious male manager making notes in diary

Improve your Portal and Inbound Marketing Efforts With a HubSpot Diamond Partner

A HubSpot audit provides the information you need to run an efficient portal and effective inbound marketing campaigns. However, conducting a HubSpot portal audit is a significant undertaking. Partnering with a HubSpot partner like Geekly Media can make the process easier and faster! To learn more about how we help businesses review and update HubSpot portals for business growth, Speak to a Geek!

Speak to a Geek

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