Customised Best Practice Audit

Getting the most out of HubSpot takes more than just having the right tools - it’s about making sure everything is working right for your business. Openside Digital's Customised Best Practice Audit dives deep into your HubSpot portal to see how well it’s aligned with your goals, how efficient your workflows are, and whether your data is structured to support smart decision-making. We highlight what’s working, uncover what’s not, and offer practical recommendations to fine-tune your setup. The result? A more streamlined, insight-driven system that helps your team work smarter, automate more, and unlock the full potential of HubSpot.

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Our Approach

We take a thoughtful, structured approach to evaluating your HubSpot portal - starting with a deep dive into your CRM, sales pipelines, automation workflows, reporting setup, and integrations. We look at how well everything supports your current processes and shine a light on inefficiencies that might be slowing your team down.

From there, we deliver clear, actionable recommendations, and get hands-on to make the necessary refinements. Whether it’s streamlining deal stages, cleaning up your data, or fine-tuning automation, we tailor every improvement to match the way your business works, helping you get the most out of HubSpot with minimal friction.

A PROVEN OPERATIONS FRAMEWORK

Easy to start

The Openside Digital audit starts with a comprehensive review of your entire HubSpot setup, looking at how it’s being used across sales, marketing, and customer service. We pinpoint outdated workflows, reporting gaps, and manual tasks that could be automated for better efficiency. Once we’ve mapped out what’s holding you back, we deliver a detailed roadmap with clear, practical recommendations to boost performance. From there, we roll up our sleeves - optimising settings, refining workflows, and making the changes needed to help your team manage leads, track deals, and measure success with ease. And to keep things running smoothly, we provide best practice guidance so your team stays efficient long after the audit is complete.

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System Assessment & Data Review

We conduct a full review of your CRM, automation, and reporting tools to assess how well they support your business goals. We identify areas where data is inconsistent, incomplete, or underutilised.

Pipeline & Workflow Analysis

We evaluate your sales pipelines and automation workflows to ensure they are structured for efficiency. We identify gaps, redundant steps, and opportunities for improvement.

Reporting & Dashboards

We assess the accuracy of your reports and dashboards. If key metrics are missing or difficult to track, we refine them to provide clear insights into performance.

System Configuration & Clean-Up

We adjust settings, remove unnecessary properties, and refine automation rules to streamline your HubSpot experience. We ensure that your CRM is structured for scalability.

Implementation of Best Practices

Once recommendations are approved, we implement the necessary changes. This may include workflow adjustments, automation improvements, or custom configurations that enhance efficiency.

Training & Support

After updates are made, we train your team on best practices and new processes. We provide ongoing support to ensure the system continues to operate at peak performance.

The results you should expect

A Customised Best Practice Audit with Openside Digital gives you a clear, no-nonsense view of how well your HubSpot setup is really working - and where there’s room to improve. We take a close look at your CRM, workflows, and reporting to uncover inefficiencies, missed opportunities, and areas where things could run more smoothly. You’ll get a detailed evaluation along with actionable recommendations to refine automation, clean up your data structure, and bring everything in line with best practices. The result? A more streamlined, better-organised HubSpot portal that helps your team cut out the clutter, reduce friction, and get more out of every feature.

Have any questions? Get in touch.

Want to know more about our best practice audits? We'd be happy to answer any questions. Simply Book a Meeting, or use the form to get in touch.

TESTIMONIALS

Feedback from clients

“With a website theme — you're looking for features that are easy to use and will look good so that the technology stays out of the way and you can focus on completing whatever task is at hand.”

Jonathan Brown GrowFast — Marketing manager

Jonina Smith GrowBig — Project manager

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