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Advanced HubSpot CRM Audit

 

Get a Full CRM Audit + Fix Plan


Delivered in 5 Business Days with a 1:1 Strategy Session

 

  • Fix CRM inefficiencies before they slow down revenue

  • Optimize pipeline tracking to improve follow-up and conversions

  • Resolve workflow issues, improve attribution, and align reporting

  • Includes a 30-minute session with a certified HubSpot strategist

 

What’s Included in Your Advanced CRM Performance  Audit?

This audit gives you a full diagnostic of your HubSpot CRM—built to uncover where your system is underperforming and show you how to fix it.

We’ll identify gaps in your workflows, lead handoffs, segmentation, scoring, and reporting—then give you a prioritized action plan based on what’s costing you the most.

You’ll walk away with a clear picture of what’s working, what’s not, and what to change right now to improve performance.

CRM Structure Audit

CRM Structure Audit

(Contacts, Companies, Deals, and Pipelines)

Marketing Sales Hub Evaluation by PMG360

Marketing & Sales Hub Evaluation

(Automation, Workflows, Integrations)

Performance Metrics Analysis of a CRM by PMG360

Performance Metrics Analysis

Email Deliverability, Lead Tracking, Funnel Drop-Offs, Sales Pipeline Health

doneforyou playbook icon in blue orange and white-1

Done-for-You Playbook 

A customized step-by-step guide on how to fix and optimize your CRM, even if you don’t work with us.

Every audit includes a full diagnostic of your system—plus a personalized action plan to fix what matters most.

PMG360 HubSpot CRM Review
HubSpot Portal Audit
 

Why This HubSpot Audit Is Worth the Investment

We’ve audited dozens of HubSpot systems for B2B companies across SaaS, finance, and tech—and in over 80% of cases, we found serious problems hiding behind clean dashboards:

  • Automations failing silently

  • Leads routed to nowhere

  • Inaccurate scoring, broken attribution, and unusable reports

All of it costing time, pipeline, and deals.

This audit gives you a fix-first plan—custom to your system—with clear next steps prioritized by revenue impact.

PMG360 is a certified HubSpot Partner with nearly two decades of experience helping companies turn their CRM from a reporting tool into a revenue driver.

HubSpot portal Audit by PMG360
 

What Happens After You Get Your Audit?

1️⃣ We start your audit immediately.
You’ll receive a confirmation and an intro email from your assigned strategist.

2️⃣ Within 5 business days, you’ll get your full CRM audit report.
This includes your personalized fix plan, prioritized by revenue impact.

3️⃣ You’ll meet with a certified HubSpot expert.
In a live 30-minute session, we’ll walk you through your findings, answer questions, and map next steps.

4️⃣ Optional: Need help implementing?
We offer done-for-you optimization and CRM repair if you want hands-free support after the audit.

 

HubSpot portal audit by PMG360

Who Is This For?

This is for business owners, marketing leaders, and sales teams who rely on HubSpot and want to:

How to stop losing leads through HubSpot CRM
Stop losing leads due to CRM inefficiencies
How to improve email marketing performance with HubSpot CRM
Improve email marketing performance & automation
Scale your sales pipeline with data-driven decisions with HubSpot CRM
Scale your sales pipeline with faster, data-driven decisions

Ready to Get Real Clarity on Your HubSpot CRM?

In 5 Days, Know Exactly What’s Holding Back Your CRM—and How to Fix It

  • Your personalized audit starts within 24 hours of booking

  • Delivered in 5 business days—includes a 1:1 expert strategy session⏳

  • Get a fix-first action plan tailored to your workflows and revenue goals