---
title: System Audit & Scoping
---

![Cogent Logo-2](https://cogentconnective.com/hs-fs/hubfs/Cogent%20Logo-2.png?width=851&height=851&name=Cogent%20Logo-2.png)

Process Insight

System Audit & Scoping

From £2,900

If HubSpot feels messy or underutilised, a full audit gives you clarity. Our HubSpot Audit reviews your data, automations, workflows, and reporting to uncover where misalignment is slowing you down. You’ll receive a clear, prioritised roadmap that shows where to improve and what actions will have the biggest impact on adoption, performance, and growth.

Options:

- Remote Audit (from £2,900) – standard engagement delivered via online sessions.
- Onsite Scoping & Audit Sessions (Premium, £6,000–£15,000) – in-person workshops and audits, ideal for complex environments, multi-site operations, or teams needing hands-on facilitation. Pricing depends on location, requirements, and number of days. Can also be blended with a remote audit.

 Book a call

Full system check

Clear improvement roadmap

Immediate quick wins

---

What’s included:

- Process and workflow review
- Data quality assessment
- Automation audit
- Reporting & dashboard evaluation
- Prioritised action plan

What increase the price?

- Multi-hub audits
- Complex databases
- Multiple brands
- Onsite delivery (location, team size, number of days)

What decreases the price?

- Single hub
- Smaller data sets
- Simpler automations

#### Why some providers cost more

 

Broader strategic review beyond HubSpot

Inclusion of competitive benchmarking

Premium onsite workshops & facilitation

Detailed business process re-engineering.

#### Why cheaper options exist

 

Limited to surface-level checks

No deep analysis of automations or integrations

Minimal actionable recommendations.

## FAQs.

There's nothing worse than not knowing if you're the right fit - that's why we've answered your most common questions below.

- [How long does a platform audit take? ](https://cogentconnective.com/system-audit-scoping#)
  
  Most HubSpot audits take 1–2 weeks from kick-off, depending on your portal size, hubs in use and data complexity. Things should move quickly while still giving you a clear, practical assessment.
- [What insights can I expect from a platform audit? ](https://cogentconnective.com/system-audit-scoping#)
  
  You’ll get a clear view of how well HubSpot is working today—data quality, automation gaps, process issues, reporting accuracy and pain points. We focus on what’s working, what isn’t, and the priority actions needed to improve performance.
- [Can you help implement audit recommendations? ](https://cogentconnective.com/system-audit-scoping#)
  
  Yes. We can action every recommendation, whether that's rebuilding pipelines, fixing workflows, cleaning data, improving reports, or aligning HubSpot with your ERP system. This can be a one-off project or part of a retainer.
- [How frequently should I conduct a platform audit? ](https://cogentconnective.com/system-audit-scoping#)
  
  Most businesses benefit from a full audit every 12 months. Fast-growing teams or those undergoing change often review every six months to prevent system drift and keep HubSpot aligned with real processes.
- [How do I get started with a platform audit from Cogent? ](https://cogentconnective.com/system-audit-scoping#)
  
  We begin with a short scoping call to understand your goals. Once we agree the audit scope, we analyse your HubSpot setup and produce a prioritised report with recommendations, and can help implement them if needed.

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