Your HubSpot Audit Checklist 

A 5-page checklist to help you make the most of your HubSpot investment

HubSpot provides marketing automation and sales enablement tools, but only if you know how to leverage them. For this reason, we conduct regular portal audits with all of our clients who use HubSpot to see if there are opportunities for optimization that could help them achieve their goals — and a better ROI.

At Trekk, we use this checklist with our clients who want to:

  • Quickly deploy new lead generation and nurturing campaigns
  • Provide more qualified inbound leads to sales
  • Automate more day-to-day tasks
  • Achieve better alignment between marketing and sales
  • Provide a more seamless experience throughout the customer journey

Download the checklist and we'll walk you through optimizing your account. 


Not a HubSpot user yet? As a certified HubSpot Solutions Partner, Trekk can advise you on whether HubSpot's marketing automation software, sales CRM, website CMS, or service hub are right for your organization. Contact us to talk about your inbound marketing and sales needs.