Maximise the Potential of your Hubspot Portal
At Openside Digital, we specialise in providing an in-depth, best-practice HubSpot audit to help your business thrive. Our customised future-facing audit ensures your HubSpot portal is optimised, efficient, and ready to deliver the best results for your unique needs.
- Identify gaps and quick wins in your current HubSpot setup.
- Get a clear, actionable roadmap to maximise ROI.
- Unlock insights that drive real marketing and sales results.


Future-Facing Best Practice Review
- This goes beyond a simple health check. We combine a top-level analysis with forward-thinking best practices to uncover real opportunities for growth. In a focused 1–2 hour session, we get to know your business goals and challenges, then deliver prioritised recommendations tailored to your setup. It’s all about unlocking the full potential of your HubSpot portal and setting you on the path to stronger ROI - with a clear, strategic roadmap to guide the way.
- A focus on taking your portal to a best-practice 'future state'
- Receive a list of prioritised recomendations to ensure you have a roadmap to optimising your portal
- Instructions on how to implement best practice yourself, or we can do it for you.
Don't just take out word for it - hear what our clients say....




You ask, we answer
What’s included in the audit?
We start by gaining secure access to your HubSpot portal to thoroughly understand your current setup. Next, we run a focused 1–2 hour workshop with your team to learn about your business goals, challenges, and how you’re currently using HubSpot.
After this, we take the insights gathered and analyse what 'best practice' looks like for your business specifically. We’ll deliver an actionable roadmap with a detailed list of prioritised improvements to optimise your HubSpot portal and maximise its value.
You then have two options: you can make the changes yourself using our recommendations, or you can fast-track your results by having us implement the improvements for you.
Here's a list of what elements are covered:
CRM:
- Contacts
- Marketing contacts
- Integrations
- Properties: Lifecycle stage / Lead
- status
- Properties
- Companies
- Lists
- Lead Scoring
- Workflows
- Reporting
- Inbox/ Conversations
SALES HUB:
- Deal pipeline and forecasting
- Deals
- Prospecting
- Sequences
- Tasks
- Calls
- Meetings
- Documents
- Products/ Quotes
- Snippets/ Templates
- Playbooks
MARKETING HUB
- Ads
- Campaigns
- Emailing strategy
- Lead capture
- Landing Pages/ Blog
- SEO
- Social