How Agencies and Consultants Audit HubSpot Workflows for Clients
A step-by-step look at mapping, scoring, and reporting on a client's automation before you touch anything.
A step-by-step look at mapping, scoring, and reporting on a client's automation before you touch anything.
Quick Answer: A HubSpot workflow audit for a new client starts with taxonomy, not automation. Before touching a single workflow, an experienced consultant maps the naming conventions, separates workfl
