HubSpot HealthCheck

Review and Optimise your HubSpot Portal


On this page:

HubSpot is an all-in-one platform. While it's unlikely you'll ever use even close to the entire suite of features, how can you be sure you are using it to its potential?

Helping you on your HubSpot Journey

Review your HubSpot Portal

Here at XEN, we work closely with mid-large B2B technology companies, helping them on their HubSpot journey to:

  • Start: Setup a new HubSpot hub or portal
  • Review: Audit and improve an existing HubSpot portal
  • Grow: Scale their business growth via marketing campaigns built in HubSpot

On this page you'll find details of our Review offering; the HubSpot HealthCheck.

What is the HubSpot HealthCheck?

The HubSpot HealthCheck is an audit of your HubSpot portal and recommendations to improve it.

Who is the HubSpot HealthCheck for?

The HealthCheck is ideal for mid to large companies with a HubSpot portal that they have been using for at least 6 months. 

You might be considering a HealthCheck if you:

  • Purchased HubSpot but you aren't sure if you are using the right tools or not?
  • Would like to understand more about what's been set up and whether that's correct?
  • Are new to the organisation and HubSpot and would like to know how to maintain your account's existing set-up?
  • Are worried that you are not getting enough value out of HubSpot (not utilising some tools or features)?
  • Are concerned that your HubSpot portal has gotten out of hand with no standardised processes or naming conventions?

HubSpot HealthCheck Review

Another happy client LG Energy

Impressed with XEN’s combination of strategic, technical and implementation skills

We initially engaged XEN to assist LG Solar & Energy to improve our lgenergy website SEO, however the project quickly grew to include strategy across paid and social channels as well, with a focus on driving leads.

With the site now gaining 1100 visits per day and providing more than 1200 new leads per month, the project has been a great success.

It has been a vital part of our 35% sales growth , compared to last year.

We've been impressed with XEN's combination of strategic, technical and implementation skills, and have now introduced them into other divisions across LG.

Markus Lambert

National Manager, Solar Sales, LG Electronics Australia Pty Ltd

What are the Benefits of the HubSpot HealthCheck?

You've been actively using HubSpot for a while now - and things can get overwhelming.

You made a significant investment by choosing HubSpot, make sure your portal is streamlined and optimised.

The HubSpot HealthCheck helps our clients:

  • Utilise their HubSpot portal more effectively
  • Understand what is working and what is not working
  • Reeducate themselves about the tools at their disposal
  • Plan for their future use of HubSpot
  • Learn what other companies are doing well that they could consider for their own account
  • Make a plan to incorporate HubSpot tools that are not currently being utilised
  • Highlight issues and assign priority items to fix
  • Reduce errors caused by a lack of processes
  • Optimise workflows and automation to save time and money
  • Achieve better engagement with contacts
  • Improve reporting processes and visibility.

Frequently Asked Questions about the HubSpot HealthCheck

What is this?

The HubSpot HealthCheck is a Review or Audit of your existing HubSpot portal.

We review your entire HubSpot Portal including settings, landing pages, forms, emails, workflows, pipelines, nurture sequences, reports, dashboards and attribution analysis.

Freeing you up to focus on strategic planning, and enabling informed decision making based on accurate attribution of results.

Managed and implemented by an experienced team of HubSpot experts who have years of success managing, reviewing and growing HubSpot portals for mid-large B2B companies.


How much does it cost?

Please view our Pricing page for full details.



How long does it take?

Once we have commenced your HubSpot HealthCheck it usually takes between one and two weeks to prepare the initial report, and schedule the first one-to-one call with you. For more complex portals (with lots of Sales Pipelines and workflows) it usually takes between two and four weeks.

What's included?

The HealthCheck includes 2 hours of one-to-one consulting via zoom with one of XEN's Certified HubSpot Consultants, where they review your HubSpot Portal, grade each of the items in the HealthCheck checklist, and provide recommendations for improvement. They walk you through the findings and answer any questions you have.

  • 2 hours of one-to-one consulting via zoom with one of XEN's HubSpot Certified Consultants 
  • A full review of your HubSpot Marketing Hub portal
  • Grades against each area of the items in the HealthCheck checklist
  • Recommendations for improvement
  • A walkthrough of the findings and answers to any questions you may have
  • An actionable checklist to help you start optimising your HubSpot portal

Which HubSpot hubs does this require?

If you have a HubSpot Marketing Pro or Enterprise portal, this is ideal for you. If you have HubSpot Sales Pro or Enterprise as well, this is even better.

If you only have Marketing Free or Starter, this probably isn't ideal for you.

Do you have a brochure I can download?

Who is this ideally suited for?

Th HubSpot HealthCheck is suitable for mid-large companies who have been using HubSpot for at least 6 months.

It is especially ideal for companies who are using most of the HubSpot functions (as opposed to only a few items).

If it not ideal for new HubSpot customers, or small businesses who are only using a few HubSpot functions.

What is the waitlist waiting time?

We typically advise a waiting time of 3-4 weeks before we can commence your HealthCheck, however, this depends on how many are in the queue ahead of you, as well as the size of those portals.

How qualified is the XEN team?

The XEN team are extremely well qualified to help with your HubSpot HealthCheck.

  • Our team are all HubSpot Certified
  • We're a HubSpot Platinum Partner
  • We've been a HubSpot Partner since 2012, Gold Partner since 2016 and Platinum Partner since 2021
  • We co-host HubShots, Australia's #1 HubSpot focussed podcast and have been endorsed by many HubSpot team members, including HubSpot CEO Brian Halligan

Please check the XEN About page for details of the team and our certifications.

I'm already working with a HubSpot Agency, is this a problem?

If you're already working with a Hubspot Partner Agency, then as a first step we suggest you chat with them about doing a review of your portal - getting us involved will probably just complicate things.

But as with all things... it depends. It will depend what you've engaged your existing agency to do - it might just be strategy or specific campaigns. In cases like that, bringing us in may be useful - but check with your agency first - we don't want to be treading on anyone's toes.

This sounds like a HubSpot audit, is that correct?

Yes, thinking of this as an audit of your HubSpot portal is a good approach. The goal is to highlight issues and opportunities, to enable you to get the most out of your HubSpot investment.

What happens after the HealthCheck is complete?

You'll have a list of valuable recommendations to improve and optimise your HubSpot portal. The list will be prioritised so you know what needs to be done first. We can help you implement the recommendations via our HubSpot On Demand service.

Your HubSpot Specialists

A random selection of the team - refresh to see more team members

Craig Bailey

Craig Bailey

Technical Director

Craig works with companies to help them understand, implement and scale their digital marketing strategies. He’s also a Hubspot Consultant.

Kylie Browne

Kylie Browne

Account Director

Kylie is a Google Ads specialist, with a passion for all things marketing. She manages customer accounts, and implements Google Ads, Email and Social Media Marketing.

Tara Connolly

Tara Connolly

HubSpot Strategist

Tara is a content marketing specialist, managing content strategy, creation and HubSpot implementation.

Roselen Fernandez

Roselen Fernandez

HubSpot Strategist

Roselen is a HubSpot and Inbound Marketing specialist, with a focus on solar, business and technology outreach campaigns.

HubSpot Video

Watch a quick overview of how we review your HubSpot Portal to help you get the most out of it.

Overview of what's included in the HubSpot HealthCheck

Here are just some of the items we review in a HubSpot HealthCheck:

  • Review any HubSpot tools not being used or not being used effectively:
    • Recommend use cases and roadmap to adoption of tools or suggestions to improve use of tools
    • Depending on your HubSpot Tier and HubSpot Hubs: Marketing Hub, Sales Hub, Service Hub, Operation Hub
  • Review all naming conventions:
    • Lists, emails, forms, workflows, campaigns, files, pages
    • Recommend naming convention improvements
  • Review all settings and options including:
    • Account settings
    • Security settings
    • Permissions settings
    • Object settings (Contacts, Deals, Companies, Activities, Products)
    • Content settings
    • Social settings
    • Integration settings
    • Property settings
    • Email settings
  • Review Sales and Service Pipelines for:
    • Process refinement and areas for automation
  • Review Lists and Filters:
    • Lists being used for instant reporting and segmentation
  • Review Campaigns:
    • Campaigns use naming conventions and are used to group HubSpot assets
  • Review Active Lists for typical database hygiene activities including:
    • Cold contacts (low engagement, bounced, disinterested, legacy customers)
    • High value contacts
    • Target accounts
    • Prospects
  • Review Workflows to:
    • Highlight potential problems (eg workflows with risky entry and re-enrollment criteria)
    • Ensure consistency of naming
    • Check internal notification send lists
    • Check goals are added to workflows where appropriate
    • Check workflows are using Go to action and avoid excessive branching and complexity
  • Review Lead Scoring rules
  • Review Emails to:
    • Highlight old/legacy emails used in workflow automations
    • Freshen email design templates (ensure use of drag and drop)
    • Optimise internal notification emails
    • Understand email health (Unsubscribe rate, Bounce Rate, Open rate and Click rate)
  • Review Forms to:
    • Highlight progressive field functionality where appropriate
    • Recommend conditional fields where appropriate
  • Review Pop-Up Forms:
    • Optimise page targeting
    • Recommend splitting into separate Pop-Up Form offers where appropriate
  • Review CTAs:
    • Check all CTAs and Smart CTAs for accuracy and performance
    • Check multivariate or smart tests are being used
  • Review Page Performance:
    • Optimise web pages and landing pages for optimal results in Google
  • Review Content Strategy terms:
    • At least 5 key topics added to HubSpot SEO tool and content associated with topics
  • Review Reporting Dashboards:
    • Naming
    • Scheduling
    • Usefuleness of reports

Find out more

If you'd like to discuss whether this is a fit for your business please fill in the form below. We'll be in touch to chat through in more detail. Alternatively, book in a time with us here.

Additional Resources

Watch our in-depth HubShots episode

Download our detailed guide


Check out the above resources from our HubShots show

HubSpot Expertise

Helping you on each stage of your HubSpot journey



HubSpot Ignition

A fully tailored HubSpot onboarding process to setup, implement and optimise your new HubSpot hub



HubSpot HealthCheck

A complete review of your HubSpot portal to highlight issues, recommend fixes and streamline your processes



HubSpot Campaign

A full campaign including landing pages, form, lists, workflows, nurture emails and reports implemented in HubSpot

Start, Review, Grow

Start, Review, Grow

HubSpot On-Demand

Access to HubSpot specialist guidance, implementation, training and support via a simple ad-hoc model

Start, Review, Grow

Start, Review, Grow

HubSpot Coaching

Exclusive weekly, one-to-one coaching, specifically customised for key items across your HubSpot portal