HubSpot

HubSpot Audit Template & SOP

A 10-sheet comprehensive audit workbook covering everything you need to evaluate and optimize your HubSpot instance.

What's Included (10 Sheets)

SOP

Step-by-step audit process and methodology

Overview & Recommendation

Executive summary and prioritized actions

Project Plan

Implementation timeline and milestones

Unused Properties

Identify and clean up property bloat

Object Management

Contacts, companies, deals architecture

Marketing

Forms, emails, campaigns review

Reporting

Dashboard and report audit

Setup & Admin

Users, permissions, integrations

Workflows

Automation audit and optimization

Sales

Pipeline, sequences, sales tools

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Pre-migration audit — Before migrating to a new CRM or consolidating instances
Quarterly health check — Keep your HubSpot instance clean and efficient
New MOPS hire onboarding — Get new team members up to speed on your setup
Post-acquisition integration — Audit acquired company's HubSpot before merging