"Our HubSpot portal is slow, confusing and we only use a fraction of the functions."
We hear this sentence quite often at CIXON - and this is exactly where our job comes in.
As a HubSpot partner, we accompany companies through all phases of their HubSpot journey - from setup to scaling.
But to be honest, the most exciting projects don't start with a clean, new portal. But with one that has grown over months (or years). A custom property here, a flood of lists there, and at some point you realize: Something no longer fits.
That's why today we're talking about what really matters: The performance optimization of HubSpot - or as we say: take a deep breath, do a HubSpot audit, clean up, get started.
Why do a HubSpot audit at all?
Imagine you're moving into a new apartment - but nobody has cleaned out beforehand. Everything is full, there are duplicate pieces of furniture and something that used to be important is lying in every corner.
This is how a HubSpot portal often feels after a year or two of use.
A HubSpot audit helps you:
- Identify technical ballast: Which automations are running into the void? Which workflows are blocking each other?
- Improve data cleanliness: How many inactive contacts are there? Where is data protection consent missing?
- Optimize user guidance: How do marketing, sales and service work together? Or not?
In short: a HubSpot audit sheds light on the darkness - and shows you how to get your portal back on track.
5 everyday tips for clean HubSpot optimization
1. clean up your own properties
If you have more than 500 custom properties - don't panic, you're not alone. But: Ask yourself for each property whether it is really being used. Our tip: Mark inactive field inventory and document what can be deleted.
2. prioritize workflows - and streamline them
Are your workflows well documented? Is there a logic as to when which process takes effect? In many portals, dozens of automations run in parallel - often with redundant functions. Take the opportunity to divide your workflows into core processes and nice-to-haves.
3. develop a list strategy
Lists are powerful - but can quickly become chaotic. Define naming conventions and differentiate between one-off lists, analysis lists and campaign lists. This helps with long-term use and saves nerves.
4. check data segmentation & lifecycle stages
Do you want to better qualify your leads? Then it's worth taking a look at your lifecycle model. How do you define MQLs? Which data points do you really need? And what happens when a lead is "sales qualified"? All of this can be scrutinized in the audit - and made better.
5. rethink dashboards
Are your HubSpot reports helpful - or are they just there because someone once built them? Ask yourself: What key figures do you need for marketing, sales and management? Three to five clean dashboards are often enough to get you started - the rest is optional.
Conclusion: Every HubSpot portal needs an audit every now and then
The HubSpot world is evolving rapidly - your portal should do the same. With a clear HubSpot audit and targeted optimization measures, you can not only improve performance, but also relieve teams, streamline processes and create the basis for sustainable growth.
At CIXON, we support this process in a structured, pragmatic way and always with the aim of turning your HubSpot back into what it should be - a real powerhouse for marketing, sales and service.
Fancy a HubSpot audit?
We'll take a look at your HubSpot portal together - honestly, professionally and with an eye for the essentials. Simply book a free initial appointment and let's get the best out of your HubSpot together.
