HubSpot Audit
A Checkup, Not A Sales Pitch
Most portal problems make no noise. Every send goes out and every report loads while the data underneath rots. We count your whole database, grade it, and rank every finding by what it costs you. Including the ones not worth fixing.
Symptoms You've Learned To Live With
Our reports don't match each other.
Half our contacts have no company.
Workflows are running and nobody remembers why.
The person who set it up left 2 years ago.
None of it shows up on a dashboard. All of it shows up in a count.
What The Checkup Covers
Email Deliverability
Who you can still reach, and who's been quietly suppressed.
Data Completeness
The empty fields, starting with the ones you segment and report on.
Engagement Health
How much of your list is alive, and how much went quiet a year ago.
Duplicates
The real duplicates, the false alarms, and the leak that keeps creating them.
Ownership
Records with no owner, or an owner who's gone.
Pipeline Health
Deals that stalled, deals with nobody attached, and close dates that slipped by.
Setup And Process
Whether HubSpot is set up for the way your team works today.
You get a scorecard your leadership can read in 1 screen, every percentage with its record count, a walkthrough call, and a fix list ranked by cost.
Vitals, Diagnosis, Prescription
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Vitals
We count the whole database at once.
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Diagnosis
7 areas graded A to F against written thresholds.
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Prescription
Every finding ranked by what it costs you, including what to skip.
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Treatment
Fix it yourselves, or we fix it for you.
Brand new portal? Under about 90 days old with no tracking, you need a build plan, not a report card. We'll say so.
Proof, Not Promises
From 1 recent audit: 94% of the database had never opened an email, 83% had never been emailed at all, and 100% were missing the field the team thought it segmented on. Deliverability still graded an A.
Fair Questions, Straight Answers
What Does A HubSpot Audit Check?
7 things, each graded A to F against written thresholds: email deliverability, data completeness, engagement, duplicates, ownership, pipeline health, and whether the setup fits how your team works.
Do You Change Anything In Our Portal?
No. We read the portal; we don't edit it. You approve our access, and you can revoke it whenever you like.
How Long Does An Audit Take?
Days, not weeks.
Our Portal Is Brand New. Should We Audit It?
Probably not. A portal under about 90 days old with no tracking needs a build plan, not a report card, and we'll tell you that.
What Happens After The Audit?
You get every finding ranked by what it costs you, including the ones not worth fixing. Fix them yourselves, or we fix them for you.
Built Next Door
Book Your Checkup
Either we find what's quietly costing you, or you get a clean bill of health in writing.
Get a Free AuditBring your portal as it is. Messy is the point.