How to Audit Your HubSpot Tools, Hidden Tools Not to Ignore, and How to Budget for 2024

Dec 7, 2023, 5:30 – 7:00 PM

Let's prepare for the new year with a HubSpot Tool audit! What is your plan and budget for 2024? Do you need more tools or less in your marketing stack? And are you using the ones you have to their full potential? In this session we will break it down and help you plan for 2024.

HUGHubSpot-LedMarketing Hub

About this event

It's our last Milwaukee HUG of the year. We are bringing in James Wanke from HubSpot to help us plan for 2024 and get the most out of our HubSpot Tools. 

In this working session, he will cover: 

Conduct an Audit

  • Your existing HubSpot subscription (marketing contacts, seats, etc), usage, and adoption
  • Your marketing/sales/service tech stack
  • Your reports, dashboards, pipelines, views
  • HubSpot considerations for assistance - Ops Hub, HubSpot Academy, HubSpot Professional Services, Partners
  • Gather and analyze feedback


  • What are your goals/strategy in '24 and beyond? How will this affect your planned HubSpot usage/subscription?
  • What are the biggest hurdles/roadblocks to you achieving the above goals? Are they process, platform, and/or people issues?
  • Where can HubSpot help?
  • What other platforms do you plan on retiring, optimizing, or integrating?


  • Tips for carrying out your plan- who to involve, what to consider, how to roll it out
  • How to make the most out of your HubSpot investment
  • Recommendations for migrating/retiring existing platforms
  • -Reporting and goal tracking


Register for the event now.

13555 Bishops Court, Suite 120
Brookfield, WI 53005

11:30 am Lunch
12:00 - 1:00 Presentation


  • James Wanke


    Principal Services Consultant Services


  • Steve James

    Stream Creative




Thursday, December 7, 2023
5:30 PM – 7:00 PM UTC


  • Steve James

    Stream Creative

    HUG Leader

  • Mary Jo Preston

    Stream Creative

    Special Events & Media Director

  • Stephanie Rothe

    Stream Creative

    Marketing Specialist

  • Bridget Leech

    Stream Creative

    Project Manager