Hey everyone! I’m working at a marketing agency and we perform yearly HubSpot account reviews for our customers. Right now I’m using an old Excel template that my team had when I joined (pretty sure it came from HubSpot’s resources or maybe this community).
The template works well and includes lots of helpful stuff like links to HubSpot help docs and explanations about why different features matter for our clients. But here’s the problem - HubSpot keeps updating their platform and our checklist feels really outdated now.
I’d prefer not to build a new assessment tool from scratch. I’ve been checking out PortalIQ but management probably won’t approve the budget for it. I don’t mind doing manual reviews but I want to make sure I’m using a complete and current methodology. Anyone have suggestions for modern HubSpot audit frameworks or templates?
i just update mine as i go - if i see smth missing during audits. hubspot’s blog posts on new features usually tell me what to check, so i bookmark them and add it later. not super systematic, but helps keep things fresh without starting over.
I reached out to HubSpot support and asked for their latest internal audit framework. They actually gave me a comprehensive spreadsheet covering all the recent platform changes - new automation features, reporting updates, everything. Took some persistence, but the support rep helped once I explained I do regular client assessments. I also joined HubSpot user groups on LinkedIn where agencies share updated templates regularly. Quality’s hit or miss, but I found two solid ones that were way more current than anything through official channels. Heads up - newer assessment criteria focus heavily on data hygiene and integration health. Older templates completely miss this stuff.
I reverse-engineered HubSpot’s own assessment by digging through their migration and onboarding docs. When they help companies switch from other platforms, they use specific criteria that stays current with their releases. I grabbed their data migration checklists, integration guides, and technical requirements to build my framework. I also downloaded free trials of competing audit tools like GrowthStack and Salesforce’s assessment templates - you can steal their structure and questions without buying anything. The methodology beats the actual tool anyway. My template now covers workflow automation depth, attribution modeling, and custom object usage - stuff that wasn’t important in older assessments but matters now.
I faced a similar challenge with my HubSpot assessments not long ago. I started by integrating the official audit checklist available on HubSpot’s partner portal, along with insights from their Solutions Partner certification which is frequently updated. This combination helped ensure that my methodology was current. Additionally, HubSpot’s Knowledge Base offers detailed audit guides segmented by hub—Marketing, Sales, and Service—that provide more targeted support than generic templates. Also, observing the questions used by HubSpot consultants during client onboarding can offer valuable frameworks for conducting assessments. For community-driven templates, the Partner Community has a wealth of resources, albeit a bit of searching is required.
check out hubspot’s recent webinar recordings - they walk through current best practices and highlight what’s changed. i screenshotted their audit slides from a partner training and it saved me tons of work updating my old template.