HubSpot Audit Template & SOP
A 10-sheet comprehensive audit workbook covering everything you need to evaluate and optimize your HubSpot instance.
Read next
The three audits most HubSpot instances fail
Use the workbook, but start with whichever of these hurts most.
Property Cleanup
Unused, duplicated, and badly-named properties — the audit that usually halves the object schema.
Read →Data Quality
Dedup, standardization, and decay. The state of your data predicts the state of your reporting.
Read →Workflow Audit
Which workflows still earn their keep, which are silently breaking things, and which to kill.
Read →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 TemplateWhen to Use This
- 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