HubSpot Portal Audit
FREE HubSpot Portal Audit!
It's time to realise the full value of your monthly HubSpot investment so you can better engage, retain and nurture your customer base.
In this audit, Lupo Digital will:
- Collaborate closely with you to examine the precise tools you're using (and not using) to identify the gaps but also explain precisely where and how you should be using them more effectively
- Consolidate our findings and insights into a simple and easy-to-understand report to provide you with an immediate quick-wins strategy to realise immediate results and holistic recommendations to optimise your performance
- Provide a strategic recommendation how to better align your Persona's buyer journey with your business goals and increased revenue results
- Apply a sales-first and goal-based approach to identify improvements required to optimise your sales operating system and CRM
- Create a tech stack road map and how to better integrate, leverage and align your Marketing and Website, Sales and CRM and Customer service efforts, together
HubSpot Portal Audit FAQ's
- Client Kickoff and Portal Access
- Questionnaire
- Audit (based on Lupo's tried and tested and proprietary process and methodology)
- Identify HubSpot Portal issues list and gaps for example
- Across all Hubs and Apps plus integrations
- Leading indicator score
- Lagging Indicator score
- Identify HubSpot Portal issues list and gaps for example
- Gap analysis and report plus quick wins strategy
- Recommendations list
We Audit relative to your current HubSpot situation and licenses and to ensure your usage is aligned to your Business's (SMART) growth goals and objectives.
Depending on your HubSpot Licenses and legacy setup, activity and assets in portal, an audit is usually a 7-21 day turnaround.
Lupo have formulated and now run a tried and tested, thorough proprietary methodology and framework, to audit your HubSpot Portal.
We apply a data-first and customer-centric approach.
HubSpot Diamond Agency Partner

HubSpot Partner Directory
5 Star Reviews
What some of our clients say?
Totally Responsive!!
The Lupo Digital team are totally committed to their clients, have a "can do" attitude and we really enjoyed working with them.
Ian Mirels
Great work with a happy get it done attitude
There enthusiasm to get everything working so well and right away is awesome. Very prompt and will give the time over the phone. A rare offer these days.
Matthew Ely
Passionate & Dedicated
With an extreme passion and dedication to helping you grow your business, Glenn, Mike and the team at Lupo are unquestionably committed to their clients. They are fair, transparent and trustworthy.
Liran Lahav
Knowledgeable, thorough and passionate
It is evident that Lupo Digital have excellent knowledge of the marketing 'science' to manage all the moving parts by addressing things holistically and going down to grass-roots detail.
David Simmons
Best marketing partner we have had!
Michael, Glenn and the Lupo team have been integral to developing and implementing our marketing strategy. They are able to explain complex marketing speak into easy to understand concepts.
Dee van Rooyen
Helpful and friendly advice
Michael and team are lovely to work with. Always responsive, friendly and helpful. No question or task is too small. Thanks team.
Andy Sutherland
Exceptional Service
They are professional, transparent and creative. I highly recommend the Lupo Digital team.
Alon Bernstein
Passionate and thorough
They have completely transformed our inbound marketing experience, assisting us in identifying the correct buyer persona's and enabling us to grow. They are undoubtedly experts in their field.
Ashley Feldman
Transformed our B2B and B2C marketing programs
They turned our marketing team and approach into a machine. Exceptional experience and knowledge of the hubspot platform and a brilliant strategy discovery and onboarding process.
Craig Miller
Partnered Since 2016
I have had the pleasure of working with Lupo Digital on my websites, marketing automation and content marketing since 2016. The team are incredibly good project managers which I have valued over the years across many varied marketing projects. They are very talented at understanding any product, no matter how technical or complicated which I have always appreciated.Megan Greig
World Class Marketing and Support
Glenn, Michael, Gabriel and team have been absolutely instrumental in bringing our marketing and sales enablement to a whole new level. We greatly appreciate team Lupo's deep expertise, excellent customer service, and timely support. Thank you for the wonderful work that you do!
Sylvia Huang
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