Cleaning your CRM: 5 tips for a clean database

In an audit, we check the following:  

• The setup of your current HubSpot account 

• Usage, costs & data quality of the CRM 

• The potential of the account and license 

• Usage & setup of the current HubSpot account as part of the broader strategy of your organisation 

When we conduct an audit, we go over the following three steps: 

• Intake meeting: we’ll discuss the current setup and attempt to gain insight into your organisation and strategy.  

• Audit: after the intake meeting, we will conduct an extensive audit to map out the strengths and weaknesses of your account. 

• Audit meeting: after we finish the audit, we will schedule a new conversation to discuss the results and next steps. 

This audit is perfect for anyone who: 

• wants to get the most out of a HubSpot account.  

• needs an objective review of the HubSpot account delivered by experts.

After the audit, you will get an elaborate audit document and next steps with optimisation suggestions for your HubSpot account.   

The result of the audit will be sent to your email one to two weeks after the intake meeting has taken place. 

We try to make the audit as clear as possible, even to people without HubSpot experience.  

After you have received the audit results, you will have a clear plan to start optimising your HubSpot account. Of course, our experts can also assist your team in the execution of that plan. 

Of course, your business data will be completely secure during the audit. But, to give you some extra peace of mind, we can also set up a processing agreement.

Please note that iO is ISO 27001 certified.

The costs of the audit vary based on the size and complexity of the project. We are happy to offer you a custom quote aligned with your specific needs.