Brand-2
Demand Generation Strategy
From GTM audits & customer insight, to value proposition, buyer journey mapping & playbook development.
technology-icon
Technology Engineering
From HubSpot implementation, to RevOps development, AI adoption & CRM support.
Marketing-Execution
Content & Channel Optimisation
From SME-driven thought leadership, to global research studies, to buyer enablement tools.
strategy2
HubSpot Websites
From CMS migrations, to website revamps, to customised web design & development.

Podcast: The HubSpot ChatGPT deep research connector. What you need to know

GTM STRATEGY & ENGINEERING

HubSpot Portal & CRM Audit

How your HubSpot Portal and CRM Audit comes together

We don’t start with fixes, rebuilds or assumptions. That usually leads to more complexity, not a better CRM.

Instead, we review how your HubSpot portal is actually structured, where the biggest issues sit, and what needs to be prioritised first. This includes your data model, workflows, reporting, integrations, user adoption and overall portal governance.

Your audit gives you a practical view of what’s working, what’s creating friction, and where HubSpot could be used more effectively. The result is a clear findings report and roadmap your team can use to align internally before committing to clean-up or implementation work.

Reviews your HubSpot setup, data and workflows
Identifies priority fixes and quick wins
Gives you a clear roadmap for what to improve first
Speak with a HubSpot Consultant
HUBSPOT AUDIT

We find out what’s holding your HubSpot portal back

Get a clear view of your CRM structure, data quality, workflows and reporting before you start fixing the wrong things.

 

Build Authority Final copy

CRM Structure
& Data Health

We review your objects, properties, duplicates, empty fields and data capture points to show where your CRM foundations are helping or holding you back.

Generate Demand copy

Workflow
& Hub Optimisation

We assess how Sales, Marketing and Service Hub are being used, including workflows, pipelines, forms, lists and underused features in your licence.

Messaging & Sales Story

Reporting, Governance
& Roadmap

We identify the biggest risks, quick wins and structural fixes, then turn them into a prioritised roadmap your team can align around.

Build Authority Final copy

CRM Structure
& Data Health

We review your objects, properties, duplicates, empty fields and data capture points to show where your CRM foundations are helping or holding you back.

Generate Demand copy

Workflow
& Hub Optimisation

We assess how Sales, Marketing and Service Hub are being used, including workflows, pipelines, forms, lists and underused features in your licence.

Messaging & Sales Story

Reporting, Governance
& Roadmap

We identify the biggest risks, quick wins and structural fixes, then turn them into a prioritised roadmap your team can align around.

AUDIT OUTCOMES

What you get from your HubSpot Audit

A clear findings report, priority recommendations and a practical roadmap for what to fix first.

CRM-Driven Features in HubSpot 4

Current-State
Portal Review

We’ll review how your HubSpot portal is structured today, including core objects, properties, pipelines, workflows, reporting and connected systems.

 

CRM, Data & HubSpot AI Build

CRM & Data
Health Findings

We’ll identify the data issues affecting visibility and trust, from duplicate records and empty fields to inconsistent properties and unclear ownership.

Priority Fixes & Quick Wins

Priority Fixes
& Quick Wins

We’ll separate urgent fixes from lower-priority improvements, so your team can focus on the changes most likely to improve performance quickly.

Process & Handoffs

Improvement
Roadmap

We’ll turn the findings into a staged roadmap your team can use to align internally, plan budget and decide what support is needed next.

ROMI helped us get far more value from HubSpot. They cleaned up our data, simplified workflows and gave us a stronger foundation for demand generation, reporting and future AI adoption. It wasn’t just a portal tidy-up. They helped us make HubSpot more useful, more scalable and better aligned to how our team works.

preview

Michael CodenGlobal Director of Marketing - Ciklum

Build Authority Final copy (1) copy
HubSpot Audits: Starting from £5k

Tailored audits to your situation:

  • Scope agreed upfront
  • Focused on your biggest issues
  • Clear findings and roadmap

Why teams work with ROMI:

  • Practical operators, not just advisors
  • HubSpot expertise with GTM context
  • Clear roadmap before remediation
AUDIT BUSINESS CASE

When a HubSpot Audit makes sense

HubSpot should give your team confidence in your data, reporting and day-to-day processes. But when a portal has grown quickly or been inherited over time, it can become hard to know what needs fixing first.

Your CRM data is hard to trust

If teams are working with duplicate records, incomplete fields or inconsistent properties, HubSpot quickly becomes harder to manage. Reporting becomes unreliable, segmentation gets weaker and sales teams lose confidence in what they’re seeing.

The audit identifies where data quality issues are coming from and which fixes will have the biggest impact.

Reporting doesn’t reflect reality

Dashboards are only useful if the underlying CRM structure is clean and consistently used. If reports are hard to explain, missing key information or don’t match what the team sees day to day, the problem is often deeper than the dashboard itself.

We review the setup behind your reporting so you can see what needs to change.

Workflows have built up over time

As HubSpot evolves, workflows, forms, lists, pipelines and properties often get added without a clear plan. Over time, this creates complexity, duplication and hidden risk.

The audit helps you understand what is still useful, what can be simplified and where automation needs to be rebuilt or removed.

HubSpot is not being used fully

Many teams are paying for HubSpot features they barely use, or can’t use properly because the portal structure, data model or integrations are getting in the way.

This might include underused Sales, Marketing or Service Hub functionality, disconnected systems, manual workarounds, poor adoption, or newer AI capabilities that haven’t been properly configured.

The audit shows where HubSpot could be doing more for your team, and what needs to change before you can unlock that potential.

ROMI ROUND 2 (10 of 63)-1280

Get clarity on your HubSpot setup

Understand what’s holding your HubSpot portal back before you commit to clean-up, rebuild or integration work. Our HubSpot Audit gives you a clear view of your CRM structure, data quality, workflows, reporting and underused functionality.

Book Your Audit

Have another project in mind?

From HubSpot audits and CRM optimisation to demand generation and website projects, we can help you work out what support makes most sense.
GTM Strategy-1

Demand Strategy

Designing a tailored demand strategy to meet your growth ambitions 

GTM Technology-1

Technology Engineering

Engineering the technology foundations to enable your demand gen programme

Content & Channels-1

Content & Channels

Creating the content to fuel your expert-led demand generation programme

Websites-1

HubSpot Websites

Building conversion-led websites on the HubSpot CMS (Content Hub)

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Ready to work together?

Say hello at

hello@romi-associates.com

52 Lyndon Road
Sutton Coldfield
B73 6BS

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