Why should I perform a HubSpot Health Check?

You should perform a HubSpot Health Check to ensure your CRM is running at its best. By doing that, you can identify issues like duplicate data, misconfigured workflows, or incomplete reporting. The result is cleaner data, more efficient processes, better insights, and improved overall performance, helping you get the most value from HubSpot.

Regular HubSpot Health Checks are essential for everyone using the platform.

• What is a HubSpot Health Check?
  
  

• What are the benefits of doing a HubSpot Health Check?

• What can you get with Thalox’s Health Check?

• How does the Thalox's HubSpot Health Check work?

What is a HubSpot Health Check?

A HubSpot Health Check is a comprehensive overview of a HubSpot account designed to ensure that the platform is set up correctly, functioning efficiently, and aligned with business goals.

Sometimes also referred to as a HubSpot audit, this type of review is commonly offered by specialized HubSpot partners.

Cloudfresh describes it as part of their “audit, consulting & digital transformation” services aimed at analysing and optimising the current systems and processes to identify opportunities for improvement. INSIDEA defines it as a “detailed audit of your portal to identify inefficiencies, errors, and untapped opportunities”. Similarly, SmartBug Media refers to it as conducting “regular health checks and routine audits of your HubSpot setup to identify and implement improvements".

Drawing on these definitions, a HubSpot Health Check essentially evaluates CRM data quality, automations, pipelines, integrations, reporting, and system configuration to ensure HubSpot is being used to its full potential.

The ultimate goal is to optimize processes, improve conversion and engagement, and ensure that HubSpot is being used to its full potential.

Source: HubSpot

What are the benefits of doing a HubSpot Health Check?

Conducting a HubSpot Health Check brings several advantages for everyone looking to maximize their CRM investment:

1. Improved Data Quality
   Over time, CRMs can accumulate duplicates, incomplete data, or inconsistent records. A health check identifies these issues, helping you maintain a clean and reliable database.
   
   Source: HubSpot
   
   
2. Increased Process Efficiency
   Misconfigured automations can waste time or create errors. A health check helps optimize your workflows, ensuring they run efficiently and support simpler, more streamlined processes.
   
   
3. Enhanced Marketing & Sales Automation
   A well-structured portal ensures that email campaigns, workflows, and lead nurturing strategies generate better results, improving efficiency and delivering a higher ROI.
   
   
   Source: HubSpot
   
   
4. Better Reporting & Insights
   A Health Check helps identify gaps and opportunities in your existing reports, offering clear ways to improve accuracy and relevance. This leads to more reliable metrics and better-informed decisions.
   
   
   Source: HubSpot
   
   
   
5.  Get Better Results
   With cleaner data, optimized processes, and effective automations, your HubSpot account becomes a stronger foundation for scalable growth.
   
   
   

What can you get with Thalox's Health Check?

With our Health Check, you can get a full and free, hub-by-hub review of your HubSpot account by one of our certified consultants. This includes CRM, automations, database, data quality, reporting, and more, helping you to identify opportunities for optimization and improvement.

What’s included:

• A thorough portal analysis to evaluate your current setup and workflows.

• A personalized report with actionable recommendations to optimize your HubSpot usage. You’ll receive a tailored report from our experts highlighting what to prioritize, what can be improved quickly, and what needs more in-depth intervention.
  
  
• A 30-minute call and speak directly with one of our certified HubSpot trainers, who will align recommendations with your business goals.

This zero-cost health check gives you a high-value evaluation of your HubSpot portal with no upfront investment required.

How does it work?

Here’s how the Thalox's free HubSpot Health Check works, step by step, so you know exactly what to expect throughout the process:

1. Submit the Form – Request your free Health Check.
2. HubSpot Partner Access – Give us the access to review your HubSpot portal.
3. Complete Health Check – The team analyzes  hub by hub, the data, automations, structure, and reporting.
4. Personalized Report – You receive a detailed document with tailored recommendations.
5. 30-Minute Call – Discuss the report and define next steps.
6.  Action Plan – Implement improvements such as data cleanup, workflow optimization, or reporting adjustments.
   

The HubSpot Health Check is the best way to ensure that any HubSpot portal performs at its best and makes full use of all its available features.

With our HubSpot Health Check, we provide expert guidance, a thorough analysis, and personalized recommendations that truly add value. It’s a win-win: you receive cleaner data, optimized processes, and actionable insights at no cost, while we help you enhance your HubSpot portal to drive better results.

Take action today! Fill out the form, and schedule your FREE Health Check, it could be the first step toward transforming your HubSpot into a powerful CRM.