--- title: HubSpot Audit | Gregory Dirick - HubSpot Consultant description: "Audit your HubSpot instance: more than 90% of the HubSpot platforms I have analysed are not well set up! An audit can help you maximise your investment." image: https://www.gregorydirick.com/hubfs/HubSpot-Tools-audit.webp --- [![Gregory_Dirick_HubSpot_Freelance_Consultant_Logo](https://www.gregorydirick.com/hs-fs/hubfs/Gregory_Dirick_HubSpot_Freelance_Consultant.png?width=250&height=91&name=Gregory_Dirick_HubSpot_Freelance_Consultant.png "Gregory_Dirick_HubSpot_Freelance_Consultant_Logo")](https://www.gregorydirick.com) - [HubSpot Services](https://www.gregorydirick.com) Show submenu for HubSpot Services - [HubSpot Consulting](https://www.gregorydirick.com/hubspot-consulting) - [HubSpot Training](https://www.gregorydirick.com/hubspot-training) - [HubSpot Audit](https://www.gregorydirick.com/hubspot-audit) - [Contact](https://www.gregorydirick.com/contact) - [HubSpot Services](https://www.gregorydirick.com) Show submenu for HubSpot Services - [HubSpot Consulting](https://www.gregorydirick.com/hubspot-consulting) - [HubSpot Training](https://www.gregorydirick.com/hubspot-training) - [HubSpot Audit](https://www.gregorydirick.com/hubspot-audit) - [Contact](https://www.gregorydirick.com/contact) - [Book a Consultation](https://www.gregorydirick.com/meeting) - - [English](https://www.gregorydirick.com/hubspot-audit) - [Français](https://www.gregorydirick.com/fr/audit-hubspot) - [Book a Consultation](https://www.gregorydirick.com/meeting) - - [English](https://www.gregorydirick.com/hubspot-audit) - [Français](https://www.gregorydirick.com/fr/audit-hubspot) # HubSpot Audit     #### As a HubSpot Consultant, I have the expertise to conduct a comprehensive audit of your HubSpot portal, identify areas for improvement, and develop a plan to unlock its full potential. [Continue](https://www.gregorydirick.com/hubspot-audit#text) #### A HubSpot Audit gives you the knowledge to spot problems, improve business operations, and uncover new growth opportunities. As a HubSpot Consultant, let me help you leverage the power of this critical analysis to drive your business forward. ![HubSpot-Tools-audit](https://www.gregorydirick.com/hubfs/HubSpot-Tools-audit.webp "HubSpot-Tools-audit") ## Better HubSpot results. A HubSpot audit is a comprehensive evaluation of a company's use of the HubSpot platform, including its marketing, sales, and customer service efforts. The goal of the audit is to identify any areas of improvement or potential problems with the company's current setup and usage of the platform. As a HubSpot Consultant, I have the knowledge and expertise to conduct a thorough and effective audit of a company's use of the platform. I can analyse the company's current setup and usage, identify any issues or opportunities for improvement, and develop a plan to optimise the company's use of HubSpot. By working with a HubSpot Consultant, a company can get the guidance and support it needs to get the most out of the platform and achieve better results. [Get Started >](https://www.gregorydirick.com/contact) ## Experiencing these challenges with HubSpot? --- ## *If you're experiencing any of these challenges with HubSpot, don't hesitate to reach out to me for bespoke solutions and professional advice.* ##### You may feel lost in your HubSpot portal and struggle to find what you need. ##### You may have too many lists and workflows, and need help understanding why they were created. ##### You may need more precise data, process, or lead source insights to optimize performance. ##### You may face stagnant Marketing, Sales, and Service results and need to realign. ##### You may want to improve Sales and Marketing team collaboration with HubSpot tools. ##### You may consider adding new MarTech platforms, and need guidance on HubSpot integration. ##### Your teams may require more standardization in their work. ##### You're not sure if your current HubSpot setup is scalable and can support your business as it grows. ##### You may want to refine and optimise your business processes. ## As a HubSpot Consultant, I help you get the most out of HubSpot! --- ##### Implemented approximately 45 successful instances of HubSpot (both Pro and Entreprise versions). ##### I am accredited as a [HubSpot Certified Trainer](https://academy.hubspot.com/hubspot-certified-trainer/find-a-trainer/gregory-dirick) and [Revenue Architect](https://credentials.winningbydesign.com/8e1f093b-be03-47b2-be46-6c98e7ba2ba9#gs.068chc). ##### Top 3% of the most certified people worldwide on HubSpot with 45 certifications. ##### External Instructor of the HubSpot Academy who delivers the Sales Skills Bootcamp. ## This is how I can help you Grow your business! --- ## HubSpot CRM Audit ###### Technical Setup Review ###### Contact / Company Segmentation and Cleanup ###### Custom Properties ###### Buyer Persona ###### Lifecycle Stage and Lead Status ... [Talk about your project >](https://www.gregorydirick.com/contact) ![HubSpot_CRM](https://www.gregorydirick.com/hubfs/HubSpot_CRM.png "HubSpot_CRM") ![HubSpot_Marketing](https://www.gregorydirick.com/hubfs/HubSpot_Marketing.jpeg "HubSpot_Marketing") ## HubSpot Marketing Hub Audit ###### Review Technical Setup ###### Workflows Audit ###### Templates Audit ###### Marketing Reporting / Dashboard Analysis ###### Lead Scoring Review ###### Forms & CTAs Review ###### Email Marketing Health Check ###### Campaigns Audit ###### ... [Talk about your project >](https://www.gregorydirick.com/contact) ## HubSpot Sales Hub Audit ###### Review Technical Setup ###### Deals Pipeline Review / Cleanup ###### Assess Sequences Performance ###### Audit Sales Activities ###### Clean Up Task and Queues. ###### Sales Dashboards & Reports Analysis ###### Playbooks Review ... [Talk about your project >](https://www.gregorydirick.com/contact) ![HubSpot_Sales](https://www.gregorydirick.com/hubfs/HubSpot_Sales.png "HubSpot_Sales") ![HubSpot_Service](https://www.gregorydirick.com/hubfs/HubSpot_Service.png "HubSpot_Service") ## HubSpot Service Hub Audit ###### Review Technical Setup ###### Service Pipelines Review / Cleanup ###### Knowledge Base Review ###### Service Dashboards & Reports Analysis ###### Feedback, NPS, Surveys,... ###### Tasks Automation Review ###### Feedback, NPS,... Surveys ... [Talk about your project >](https://www.gregorydirick.com/contact) ##### Gregory Dirick is a very professional, focused and determined person with the skills to drive and manage a significant digitalisation project.  He motivates the people he's working with. His analytic capabilities, down-to-earth management principles (Efficient approach)and customer-oriented allow him to book great results.  I had the opportunity to collaborate with him on a project to set up a new website and a CRM.  Working with Greg has been a rewarding experience. When Gregory takes up a challenge, he gets things done. He never lets things go until he gets the goal! **Daniel Thyrion** Marketing & Sales Director Maison Baijot ![Daniel Thyrion-modified](https://www.gregorydirick.com/hs-fs/hubfs/Daniel%20Thyrion-modified.png?width=120&height=120&name=Daniel%20Thyrion-modified.png) ##### Gregory and I worked together to build and deliver the HubSpot Academy Sales Skills boot camp in French. It was a big challenge with a short time frame and a tight schedule and required a lot of extra work and expertise. Despite a heavy travel schedule and many time zone changes, Gregory was up for the challenge and helped us deliver the information in a highly rated session, the first time this program has been taught in French. Gregory is smart, thoughtful, and funny and was an instrumental part of the success of this program.    **Dan Tyre** HubSpot Executive ![DanTyre-modified](https://www.gregorydirick.com/hs-fs/hubfs/Page%20HubSpot%20Training/DanTyre-modified.png?width=120&height=120&name=DanTyre-modified.png) ##### Thanks Gregory for your great technical support during our inbound and marketing automation project at VELUX Belgium using Hubspot. You were flexible, open, committed and focus on our business needs. Thank you for that! **Simon Peter** Operations Manager Velux Belgium ![Simon Peter-modified](https://www.gregorydirick.com/hs-fs/hubfs/Simon%20Peter-modified.png?width=120&height=120&name=Simon%20Peter-modified.png) ## Industries I have worked with --- ###### EdTech/Education ###### Real Estate ###### Travel/Hospitality ###### Credit/Insurance ###### SaaS ###### Services ###### Med/Biotech ###### Construction ![Greg-Dirick-Profile-no-bg](https://www.gregorydirick.com/hubfs/Greg-Dirick-Profile-no-bg.png) ## Hi, I am Greg I am passionate about inbound, and enjoy learning and taking on challenges. To date, I hold [45 HubSpot certifications](https://connect.com/member/gregorydirick). I define myself as a proactive and committed person who does everything possible to achieve his goals and complete any project. I focus on designing comprehensive, long-term strategies in partnership with my clients. I am keen to understand the needs and tasks of my partners to develop an appropriate and effective strategy. My role is to assist my clients on a technical level and implement an Inbound Marketing & Sales strategy to enable their business to grow. I also assist my clients in their digital transformation by analysing their MarTech Stack to propose solutions centred on the HubSpot CRM and thus integrate the various tools necessary for the proper functioning and development of their business. I am passionate about sharing my knowledge and skills, so I chose to train to become a [HubSpot Certified Trainer](https://academy.hubspot.com/hubspot-certified-trainer/find-a-trainer/gregory-dirick). Since April 2022, I have been an [external instructor of the HubSpot Academy.](https://www.hubspot.fr/academy/bootcamps/ssb-1) and deliver the Sales Skills Bootcamp. I speak French, English and Spanish. ## How it works? --- ## *Take initiative and overcome Inertia* [01. Discovery Call](https://www.gregorydirick.com/hubspot-audit#01-discovery-call-widget_16769961722301) [02. Strategy](https://www.gregorydirick.com/hubspot-audit#02-strategy-widget_16769961722302) [03. Implementation](https://www.gregorydirick.com/hubspot-audit#03-implementation-widget_16769961722303) [04. Support](https://www.gregorydirick.com/hubspot-audit#04-support-widget_16769961722304) ### Your marketing strategy is mots productive when fitted just for you.   - During the Discovery phase, I'll work with you to fully understand your business goals, target audience, and marketing challenges. - By deep diving into your current marketing strategies and systems, we'll identify areas for improvement and optimization. - Through a comprehensive needs assessment, I'll help you identify the specific features and tools within HubSpot that will best suit your business needs. ### I'll work with you to build a cutomised marketing strategy.   - Once we've completed the Discovery phase, I'll develop a customised marketing strategy tailored to your specific business goals. - Using the insights we've gained from the Discovery phase, I'll identify the key tactics and channels to reach your target audience and drive engagement. - Throughout the Strategy phase, we'll work closely together to ensure that your marketing initiatives are aligned with your business objectives and optimised for success.   ### I'll help you determine which tactics to use and implement them.   - In the Implementation phase, I'll help you determine which tactics to use and implement them. - Based on the strategies we've developed together, I'll help you configure and deploy the necessary HubSpot tools and features to execute your marketing campaigns. - I'll collaborate with you to seamlessly integrate and optimize your marketing tactics to drive desired results. This involves identifying effective channels, configuring HubSpot tools, and developing engaging content to align with your business goals. ### As a HubSpot Consultant, I'll ensure your strategies are always optimised   - As a HubSpot Consultant, I'll ensure your strategies are always optimised for maximum impact. - Through ongoing monitoring and analysis of your marketing initiatives, I'll help you identify areas for refinement and improvement. - By staying up to date on the latest trends and best practices, I'll provide ongoing guidance and support to ensure that your marketing strategies continue to deliver strong ROI. ## Take your HubSpot Portal to the next level with a HubSpot Audit [Book a Consultation](https://www.gregorydirick.com/meeting) [![GD_consulting_logo_03b](https://www.gregorydirick.com/hs-fs/hubfs/GD_consulting_logo_03b.png?width=150&height=147&name=GD_consulting_logo_03b.png "GD_consulting_logo_03b")](https://www.gregorydirick.com) #### Do You need help with HubSpot? [Let's talk about your project!](https://www.gregorydirick.com/contact) - [HubSpot Services](https://www.gregorydirick.com) - [HubSpot Consulting](https://www.gregorydirick.com/hubspot-consulting) - [HubSpot Training](https://www.gregorydirick.com/hubspot-training) - [HubSpot Audit](https://www.gregorydirick.com/hubspot-audit) - [Contact](https://www.gregorydirick.com/contact) [![Gregory_Dirick_HubSpot_Certified_Trainer](https://www.gregorydirick.com/hubfs/Gregory_Dirick_HubSpot_Certified_Trainer.png "Gregory_Dirick_HubSpot_Certified_Trainer")](https://academy.hubspot.com/hubspot-certified-trainer/find-a-trainer/gregory-dirick) [![Revenue_Architecture_Gregory_Dirick](https://www.gregorydirick.com/hubfs/Revenue_Architecture_Gregory_Dirick.png "Revenue_Architecture_Gregory_Dirick")](https://credentials.winningbydesign.com/8e1f093b-be03-47b2-be46-6c98e7ba2ba9#gs.068chc) [![Gregory Dirick Bowtie Analytics Certificate](https://www.gregorydirick.com/hubfs/Gregory%20Dirick%20Bowtie%20Analytics%20Certificate.png "Gregory Dirick Bowtie Analytics Certificate")](https://credentials.winningbydesign.com/b02d4e67-f357-4877-a312-25915910e4fc#gs.698sl7) --- Copyright © 2024 [GD Consulting ](https://www.gregorydirick.com/)| [Privacy Policy](https://www.gregorydirick.com/privacy-policy) | Developed with ❤️ on [HubSpot CMS Strater](https://www.hubspot.com/pricing/cms) ```json { "@context" : "https://schema.org", "@type" : "Organization", "logo" : "https://www.gregorydirick.com/hubfs/Gregory_Dirick_HubSpot_Consultant.png", "url" : "https://www.gregorydirick.com/" } ```