HubSpot Audit.
Know What's Broken.
Most HubSpot portals have hidden problems killing your pipeline. We review your entire portal and deliver a clear priority fix list. No cost. No obligation.
7
HubSpot Accreditations
30+
Platform Certifications
5 Days
Audit Turnaround
$0
No Cost. No Obligation.
What a HubSpot Audit Covers
We go beyond surface-level checks. Our HubSpot audit covers every layer of your portal that directly affects revenue.
Data Quality
Duplicate contacts, missing properties, bad lifecycle stages, and contact record hygiene across your entire database.
Pipeline Logic
Deal stage definitions, pipeline structure, close rate benchmarks, and whether your pipeline actually reflects how you sell.
Workflow Health
Active vs. broken automations, redundant workflows, enrollment conflicts, and whether your sequences are actually firing.
Email Deliverability
Sending domain authentication (SPF, DKIM, DMARC), bounce rates, unsubscribe health, and spam risk indicators.
Lead Lifecycle
Lifecycle stage mapping, lead scoring setup, MQL/SQL definitions, and whether handoffs between sales and marketing actually work.
Reporting Accuracy
Dashboard setup, attribution reporting, revenue tracking, and whether your data can actually support business decisions.
Integration Health
Connected apps, API sync errors, data mapping conflicts, and whether your HubSpot integrations are passing the right data.
Team Adoption
User permissions, login activity, property usage, and whether your team is actually using HubSpot the way it was set up.
What You Get After the Audit
You walk away with a concrete list of issues ranked by revenue impact. No jargon, no vague recommendations. Clear action items your team can execute.
Priority Fix List
Top 10 issues in your portal ranked by impact on pipeline and revenue. Each issue includes what it is, why it matters, and how to fix it.
30-Minute Debrief Call
We walk through every finding with you live, answer questions, and help you understand the fastest path to fixing each issue.
Written Recommendations Report
A structured document you keep forever. Covers quick wins your team can handle internally and larger fixes that may need expert support.
Who This Is For
Teams with low HubSpot adoption who suspect the setup is wrong
Companies that inherited a portal from a previous agency or employee
B2B teams whose pipeline data does not match what the sales team reports
Businesses planning a migration or integration who want a clean baseline first
RevOps leaders evaluating whether to clean up their current portal or start fresh
Marketing teams whose HubSpot workflows were "set up once" and never reviewed
"The audit showed us we had 14 broken workflows running on 60% of our contacts. We had no idea. Fixed in a week."
HubSpot Audit FAQs
Everything you need to know before requesting your audit.
What does a HubSpot audit include?
How long does a HubSpot audit take?
Is the HubSpot audit really free?
Do I need to give you admin access to my HubSpot?
What happens after the audit?
Does it matter which HubSpot tier I am on?
Request your HubSpot audit
Tell us a bit about your portal and we will schedule your audit within 24 hours.