HubSpot Health Audit Findings and Recommendations

This document is a guide that outlines the findings and recommendations from a HubSpot health audit. The audit covers various aspects of marketing, sales, and administration within the HubSpot platform. In the marketing section, it details the performance of email campaigns, suggesting improvements such as A/B testing for content and the need for better organization through naming conventions. The sales findings emphasize the importance of notifications for deal activities and the establishment of revenue goals, alongside recommendations for utilizing sales analytics and automating deal movements. Additionally, the document addresses administrative recommendations, including the need for consistent workflows and the review of connected apps. Immediate action items are also provided, categorized by urgency, focusing on enhancing overall business operations through improved workflows, setting up revenue goals, and maintaining a clean account structure. The guide serves as a comprehensive resource for optimizing the use of HubSpot.