Audit Sections Breakdown

The HubCreate Audit is organized into major sections that correspond to critical areas of your HubSpot portal. Each section not only summarizes key data but also offers actionable recommendations to guide optimization efforts.

Audit Sections Overview:

1. Account Settings: Reviews domain configuration, tracking code installation, and user permissions setup for optimal CRM health.
2. Object Analysis: Identifies missing or incomplete data across Contacts, Companies, and Deals to enhance CRM reporting, automation, and segmentation.
3. Lifecycle Stages: Assesses how contacts move through your funnel stages — uncovering gaps, bottlenecks, or missed conversion opportunities.
4. Marketing Hub: Analyzes email performance, form activity, workflow automation, and marketing contact utilization.
5. Sales Hub: Breaks down pipeline efficiency, sales rep activity, deal hygiene, and automation adoption across your sales process.
6. Service Hub: Breaks down ticket pipe efficiency, customer feedback, ticket automation, knowledgebase breakdowns, and reviews your connected inbox channels.
7. Attribution & Traffic Insights: Examines traffic sources and conversion trends to inform marketing strategy and lead generation investments.
8. Key Findings & Recommendations: Summarizes critical flags, positive highlights, and (optionally) custom partner comments to align stakeholders around next steps.

Using "More Info" Drawers:

Each major audit section includes a small "More Info" button. Clicking this button opens a sidebar drawer packed with helpful details:

• 📚 Quick educational overviews about the section's purpose and importance
• 💡 Actionable optimization tips you can implement immediately
• 🔗 Direct links to official HubSpot Knowledge Base articles for deeper learning

The "More Info" drawers are designed to make the audit not only informative but also a valuable learning tool — helping you and your clients get the most from HubSpot.