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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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Download Excel Template

When to Use This