Are You Really Getting the Most Out of HubSpot?

Contact us, and we will perform an audit of your portal, eliminate technical errors, and optimize HubSpot to truly support your business growth. 

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What You Gain From a HubSpot Audit

Our audit isn't just a superficial checklist. It's a detailed review of your portal that reveals exactly where you are losing leads, time, and money.

HubSpot

CRM and Data Quality Check

We examine your database structure, identify duplicates, clean up inactive contacts, and standardize properties. We ensure your CRM is a reliable foundation for both sales and marketing.
Marketing Automation

Automation Review

We analyze your existing workflows and sequences to uncover logical errors, broken automations, and process pitfalls that cause data chaos or a poor customer experience.
Sales Automation

Lifecycle Stage and Pipeline Optimization

We verify that your Lifecycle and Deal stages align with your actual business processes. We ensure smooth lead management and define clear criteria for handing off leads between marketing and sales.
GA4

Reporting and Attribution Audit

We verify the accuracy of your dashboards and reports. We set up proper attribution so you know exactly which campaigns and activities are truly generating revenue.
Operations Hub

Technical Integration Check

We check the stability and data flows of connected apps (ERP, e-commerce, LinkedIn, etc.) and eliminate sync errors that lead to inconsistent data across systems.

Benefits of Optimization

You leave with a prioritized action plan that your team can implement—or we can do it for you.


Website Grader

No More Wasted Budget

We unlock features and automations you might not even know about, helping you get the true value out of HubSpot that corresponds to your license.
Website Grader

Clean Data and Team Adoption

We simplify the system so salespeople actually want to use it, ensuring data that management can trust.
Website Grader

Strategic Overview, Not Just Technology

We don't just configure a tool; we optimize your sales and marketing processes within HubSpot.

Our Step-by-Step Audit and Optimization Process

  • 1. Discovery Call and Goal Definition

    We map out your current business processes, goals, and biggest obstacles. We align expectations on what the audit should deliver for your business.

  • 2. Technical Portal Analysis

    We dive deep into your HubSpot settings, analyzing data, workflows, pipelines, reports, and integrations within the defined scope.

  • 3. Identifying Errors and Opportunities

    We find critical errors that need immediate fixing and identify opportunities for automation and scaling.

  • 4. Action Plan Presentation (Roadmap)

    We deliver an understandable report with a prioritized list of steps for remediation and optimization, including time estimates.

  • 5. (Optional) Implementation and Change Management

    We won't leave you hanging. If you wish, we can immediately execute the proposed changes, clean the portal, reconfigure pipelines, and train your team.

Why FORECOM?

We are a HubSpot Diamond Partner. We combine technical platform expertise with a deep understanding of B2B business. We don't view HubSpot as an isolated IT tool, but as a critical system that should support measurable results and support company growth.

50+

Freelancers in 10 countries

50+

Clients in 10 countries

10+

A Year of Growth Experiences

Unlock HubSpot's Full Potential

Schedule an introductory, no-obligation consultation with us. We'll discuss your current situation and show you how an independent audit can transform HubSpot into a reliable tool for scaling your business.

References

  • T. Nguyen-Phuoc

    HubSpot Marketplace review

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    We’ve been working with Forecom for a few years now to manage our HubSpot setup, and it’s been a really good experience. They know HubSpot inside out, but what really makes the difference is how they work with you. They’re approachable, responsive, and just easy to collaborate with. Over time, they’ve started to feel more like part of our team than an external agency. I’d absolutely recommend working with them.

  • P. Nemejc

    HubSpot Marketplace review

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    He and his team were always very helpful, reacted in a timely manner and provided useful practical tips and answers to the questions asked. Thanks to their Diamond partner status, they also helped us unstopper progress when HubSpot's in-house team wasn't being particularly responsive. They have definitely aided our startup in the pre-purchase phase and the early days of being on HubSpot.

  • M. Carmen

    HubSpot Marketplace review

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    The team at Forecom was terrific. I appreciated the overabundance of communication, the documentation of process and execution, and support in keeping our instance clean and operational.

  • L. Radkovsky

    HubSpot Marketplace review

    GoodData_Logo,_black

    We are cooperating with FORECOM for several years, and except of excellent quality of services we appreciate the flexibility - ability to bring a new innovative solutions to market changes.

  • T. Pelikan

    HubSpot Marketplace review

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    They expertly managed the entire migration process from Pardot to HubSpot, providing comprehensive training, demonstrating how everything works, and configuring even the most complex aspects of the system. Their deep understanding of overall marketing strategy significantly contributed to optimizing our forms, lead processes, and conversions. I highly recommend working with Forecom, and we continue to rely on them for various consultations.

  • S. Michal

    Technology - Software

    testuj.to

    Their experts are top-notch and helped us achieve our marketing, sales, and growth goals. Our collaboration with Forecom has brought us increased organic B2B website traffic, advanced targeting, a lead nurturing process, improved brand perception and consistent website communication, and return on investment within 6 months.

  • J. Unčovský

    Banking/Financial Services

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    We recently engaged with FORECOM for a comprehensive project involving the implementation of HubSpot Marketing Hub, including in-depth consulting around CDP Segment and several complex integrations and workflows. They took the time to understand our specific needs and tailored their solutions to ensure seamless integration with our existing systems. We highly recommend FORECOM for any business looking to implement or optimize their HubSpot Marketing Hub.

  • Petr Lemoch

    Marketing Director, Yieldigo

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    Judging by my experience so far, I am convinced that there are not many marketers on the market who are so strongly focused on real business results. Lukas and his Forecom are proof of that. Lukáš himself is not only a great strategist, but also an expert who knows exactly how important it is to properly link marketing and sales and what to focus on when you need to generate valuable leads. He has helped us not only jumpstart our performance marketing, but actually get it to a solid level on a minimal budget. He quickly grasped our current opportunities, innovatively grasped our inbound and was able to combine it with the traditional outbound approach typical of B2B SaaS enterprise companies of our type. His intimate knowledge of HubSpot is a huge advantage. With Lukas as a growth marketing expert in place, I can be sure that thanks to his sales overlaps, complexity in thinking, broad insight into new trends and last but not least his empathy and ease in communication, we are well on our way to further successes together.

  • Ondrej Maca

    Director, IT & RevOps Infrastructure, GoodData

    GoodData_Logo,_black

    Forecom has helped GoodData with complex migration from Marketo to HubSpot including integrations with Salesforce and many other Sales & Marketing tools. They were a great partner during the initial project and continue providing excellent services in the management of daily business activities and have always been very flexible, delivered on time and as requested. Overall, it is a pleasure to work with them and we will continue our cooperation.

  • Gulzada Anvarbekova

    Marketing Manager, Parloa

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    Forecom was introduced to our processes through the implementation project of HubSpot as our Marketing Engagement platform. They have a greate expertise in implementing HubSpot and designing the processes in integration with Salesforce. Their expertise was essential to the progress. We appreciated the quick support and going extra mile in cross-functional operations and close collaboration with RevOps. Eventually, Forecom became our true partner supporting MarOps being included to many internal projects. Additionally, it is a personal pleasure to work with all the Forecom consultants and mainly Lukas who is always here to have our backs and provide a very personalize approach. I would recommend working with Forecome!

  • Petr Markovič

    CMO, emclient.com

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    I had the opportunity to work with Lukáš on my projects. I highly recommend - Lukáš is an e-commerce expert. PS. I am waiting for a new opportunity to cooperate!

  • Tomáš Kasalický

    Project Manager, ROIVenue

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    We worked with Forecom to migrate 2 HubSpots into one account that would preserve the functionality of both. The collaboration was very comfortable because they came up with their own solution and carried it out within (tight) deadlines, whole keeping in mind our already established processes. They ensured a smooth transition where team members were able to fully use their current HubSpots until the last day before the migration and from the second day onwards started using one common HubSpot without any negative impact on their workflow. We were very pleased with the activities they provided and can recommend working with them.

  • Milan Pichlík

    CEO, affiliateagency.cz

    Affiliateagency

    Lukáš Lískovec helped us a lot and solved the things we had trouble with. He is a professional and a great person.

  • Martin Šůs

    Marketing Specialist, Revolgy

    image 9235

    We are working with Forecom mainly on modifications to our website, but also on general marketing cooperation such as improving SEO or generally setting up processes in HubSpot between marketing and sales. Even though the website was not made by Forecom but by another company they are very quickly able to find a solution to any problem or incorporate our ideas. The cooperation with them is really great. They never deal with unnecessary things, communication is always direct and the work is always done on time and as agreed. We highly recommend Forecom to everyone.

  • Jan Tkáč

    CEO, Ave Soft

    ave-1

    I worked very well with Lukáš Lískovec, mainly thanks to his comprehensive know-how in the field of digital marketing combined with very good analytical thinking. Lukáš also has a great overview of all possible technologies and thanks to that he is able to advise his clients correctly which technology to use.

  • Marek Hozák

    Head of Marketing, Appmixer

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    We started working with Forecom during the process of migrating all data from ActiveCampaign to HubSpot. Not only did we need to move all of our data, but we also needed to optimize our existing marketing and sales processes. Forecom has been a great partner along the way, helping us focus on what's really important and ultimately achieve our marketing and sales goals. We highly recommend them!

  • Jiří Biskup

    Website Coordinator, Europass

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    Lukáš prepared an analysis of the competition for us, which became one of the bases for our marketing plan. He always responded immediately and kept everything we agreed on. 

HubSpot audit and optimization: frequently asked questions

A HubSpot audit is a structured review of a HubSpot portal. It looks for where the setup causes lost leads, wasted time or unreliable data. We check data quality, automations, lifecycle stages and pipelines, reporting and attribution, and integrations with other systems.

The audit covers five areas: CRM and data quality (duplicates, inactive contacts, properties), automation review (workflows and sequences), lifecycle stages and pipelines, reporting and attribution, and the technical integrations with tools such as ERP, e-commerce and LinkedIn.

A clear report with a prioritised list of steps for fixing and optimisation, including time estimates for each step. Your team can implement it, or we can do it for you.

In five steps: a discovery call to define goals, a technical analysis of the portal, identification of errors and opportunities, presentation of the roadmap, and optional implementation and change management. Timing depends on the size of the portal and the scope and is agreed on the discovery call.

A HubSpot audit suits companies whose data nobody trusts, whose team does not use HubSpot consistently, whose reports do not match reality, or who pay for features they do not use. It can also help after fast growth or a migration.

Yes, if you wish. Implementation is optional and agreed separately from the audit. We can clean the portal, reconfigure pipelines, repair automations and integrations and train your team.

Yes, we need access to the portal within an agreed scope to analyse settings, data, workflows, pipelines, reports and integrations. We define the scope on the discovery call.

Onboarding and implementation set up a new HubSpot portal. An audit reviews a portal that is already in use and recommends changes based on your real processes and licence.

A HubSpot portal contains personal data. We agree the access rules and a data processing agreement with you before we start.

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