HubSpot Audit
A structured review built on a 1,155-checkpoint methodology, so you know what to fix first, what can wait and why.
Book a 30-minute HubSpot portal reviewSee the portfolioMost portals do not break overnight. They drift, and the cost shows up in how your team works.
Two dashboards give two answers, so decisions get made on gut feel instead of data.
Years of automations stacked on top of each other, and no one is sure what fires when.
Duplicates, empty properties and unclear ownership, so people keep their own spreadsheets.
Six areas, reviewed against the same methodology every time.
Objects, custom properties, required fields, naming and how well they match how you sell.
Deal stages, lifecycle stages and lead status definitions, and whether the handoffs are clear.
What is running, what is redundant, what conflicts and what should be automated but is not.
Who can see and change what, seat usage, and whether ownership and routing make sense.
Duplicates, missing values, stale records and the rules that would keep them from coming back.
Dashboards, report definitions and the tools connected to your portal.
A 30-minute conversation about your goals and what is not working.
We agree what is in scope and set up access to your portal.
Your portal is assessed against the 1,155-checkpoint methodology.
A prioritized list, quick wins first, and a walkthrough call.
Results from a full HubSpot rebuild and a reporting optimization.
PricePoint, hospitality tech, Canada
Full HubSpot rebuild: dashboards, workflows, lead scoring and training.
Adoption: 30% to 95%+
Onboarding: 14 to 5 days
Lead-to-close: 4 to 2.5 weeks
SafetyWing, insurtech, US
Optimized their existing HubSpot reporting and enablement so the team could get more out of the portal they already had.
Book the 30-minute review, tell me your goals, and be ready to share access to your portal once we agree on scope.
The audit is a review. You decide which findings to act on, and fixes can be done by me, by your team or later as a separate project.
Yes. Work can be done as a fixed-scope project, an ongoing retainer or hour blocks for smaller requests.
Tell me what is not working and I will tell you where to look first.
Book a 30-minute HubSpot portal review