---
title: How a HubSpot audit works
description: "How a CRMotive HubSpot audit works: we review your portal and how your team sells, clean up the data and give you a plan in order of impact."
---

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1. [HubSpot Help Center | CRMotive](https://crmotive.com/help)
2. [Audits](https://crmotive.com/help/audits)

# How a HubSpot audit works

## What we look at in your HubSpot account, what we find, and what you get at the end.

### **Step 1: We learn how your team sells**

We start with your sales, marketing and service process, not with the settings. A portal only makes sense next to the way people actually work.

### **Step 2: We review the portal**

We go through the areas that cause most of the problems:

- **Properties:** duplicates, fields nobody fills in, and free text where a list would give cleaner data.
- **Workflows:** workflows that change the same property, ones with no owner, and ones that no longer apply.
- **Pipelines:** stages nobody can explain, and deals that skip stages or sit still for months.
- **Reports:** numbers that do not match the spreadsheet your team still keeps.
- **Records:** contacts, companies and deals with no owner.

### **Step 3: We clean up the data**

We remove duplicate and old records and fix what is wrong in the data, with your approval before anything is merged or deleted.

### **Step 4: You get a plan**

We show you what is redundant, broken or missing, and give you a plan in order of impact, so you know what to fix first.

### **What we need from you**

Admin access to the account, one contact person, and a short session with the people who use it. See “What we need from you before a HubSpot project starts.”

### **Is it the right time for an audit?**

Two or more of these usually mean yes: three fields for the same thing, workflows nobody dares to touch, a pipeline that keeps growing, a team that checks a spreadsheet next to the dashboard, or records with no owner.

- [Getting started](https://crmotive.com/help/getting-started)
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