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CRM Audit Service

Is your HubSpot CRM really optimizing your operation?

Uncover bottlenecks, setup issues, and hidden opportunities
— in just a few days.

What is the Dig RevOps Audit?

We audit your HubSpot portal with both technical and strategic focus.

Our process covers over 40 critical points across your operation — including Marketing, Sales, Customer Experience, and integrations — and delivers a clear diagnosis with practical, prioritized, and actionable recommendations.

You’ll understand what’s holding back your growth — and what you can fix right away.

 

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What Do We Audit?

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Data & Segmentation

Duplicate contacts, poorly set properties, and inefficient segmentation.

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Pipelines & Processes

Unclear stages and business rules in sales or support flows (Sales Hub and Service Hub).

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Workflows & Automation

Broken triggers, incomplete journeys, and conflicting automations.

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Marketing & Multichannel

Emails, campaigns, forms, CTAs, and nurturing performance via email, WhatsApp, SMS, or paid media.

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Website & Conversion

Pages, forms, SEO, blog, and how well it integrates with the rest of your HubSpot tools.

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Integrations & AI

Connections with other tools, data enrichment, and usage of HubSpot’s smart automation features.

How It Works

 
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1

Kickoff

Short meeting with your team to understand context and priorities.

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2

Technical Diagnosis

Our team reviews your portal using a proprietary audit framework.

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3

Report

You receive a clear plan with fixes, risks, and quick-win opportunities.

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4

Execution

We can support or fully execute the recommended improvements.

You’ve invested in HubSpot.

Now it’s time to get the most out of it.

Breno, founder of Dig RevOps and former HubSpot employee, explains why most companies only use a fraction of what HubSpot can do — and how a technical audit reveals invisible issues and unlocks immediate improvements.

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Ready to get your CRM on track?

Fill out the form and get a full diagnosis of your HubSpot portal.