Can your team trust what HubSpot tells them?
The HubSpot Audit is an outside, item-by-item review of how your account is set up and used today. You get a clear view of what's working and a prioritized list of what to fix first.
How is your existing HubSpot setup creating extra work for your teams?
HubSpot accounts drift. Lifecycle stages get redefined, properties multiply, and integrations pile up without an owner. Before long, sales and marketing stop agreeing on what a qualified lead is, and leadership stops trusting the pipeline.
The audit shows where your account stands before you spend more time or money on the platform. If the fix is a handful of changes your admin can make, we'll say so plainly.
Is an audit the right next step for you?
Teams usually ask for one when:
- A new CRO, CMO, VP of Sales, or RevOps leader needs a baseline before changing anything
- A new funding round means the board expects pipeline reporting it can rely on
- Marketing and sales disagree on lead handoff and scoring
- Target-account plays are planned, but nobody is sure the data can carry them
What we review
We get a bird's-eye look at your whole account, then a closer look at each Hub you use.
Account-wide
- Lifecycle stage definitions and lead follow-up, including MQLs and SQLs
- License use and recommendations
- Integrations, private apps, and app security
- Data model complexity: properties and custom objects
Marketing Hub
- Emails, landing pages, and forms
- Lead and account scoring
- Account-based marketing tools
- Campaign structure and ROI tracking
- Handoff from marketing to sales
Sales Hub
- Lead management
- Sales workspace setup
- Pipeline customization and visibility
- Goals and forecasts
Service Hub
- Help desk ticketing
- Survey collection and analysis
- Knowledge base setup
- Customer SLA monitoring
How it works
- Accept the partner invite: We send you a partner link. Accepting it adds Pyxis to your account as a Partner Admin, which doesn't use a paid seat.
- Kick off in 30 minutes: We align on your goals, the teams that use HubSpot, and anything you already suspect needs attention.
- We review your account: We document how you use key features, inventory your integrations and licenses, and assess your data model. Your findings usually arrive within two weeks of kickoff.
- Get your findings: You receive the findings spreadsheet and executive summary, with recommendations in priority order.
What you leave with
Findings spreadsheet
A complete record of every item we reviewed, with its current state, the gaps we found, and the recommended fix.
Executive summary
One to two pages of high-level findings and prioritized recommendations your leadership team can act on.
Use them to fix issues in-house, brief your leadership, or scope a larger project.
Which depth fits your team?
Standard audit
For most companies running HubSpot. A full review of your account and each Hub you use, with the findings spreadsheet and executive summary.
Advanced audit
For larger firms where several teams depend on HubSpot and the results need to reach an executive team or board. Everything in the standard audit, plus interviews with your key stakeholders and a presentation of the findings to your executives or board.
Not sure which you need? Tell us what's prompting the audit in the form, and we'll recommend a depth when we reply.
Request your HubSpot Audit
Send us a few details. We'll review your company and email you next steps, including a link to book your 30-minute kickoff.
Pyxis Growth Partners is a HubSpot-focused revenue systems consultancy with HubSpot ecosystem experience since 2012. We've audited, rebuilt, and integrated HubSpot accounts across a variety of B2B companies with complex needs, including implementations of more than 100 seats.
An audit isn't a pitch for a big project. If the right fix is a handful of changes your admin can make, we'll say so. If it's a larger rebuild, the audit gives you the scope to plan it.
- HubSpot Diamond Solutions Partner
- Four HubSpot accreditations: CRM Implementation, Onboarding, Platform Enablement and Data Migration
- Experience integrating HubSpot with ERPs, credit-check software, construction data vendors, and finance and operations systems
- Celigo Advanced partner and Zapier Gold partner, so the integration review comes from people who build them
