HubSpot Audit
Find out what’s broken in your HubSpot portal, and what to fix first.
A fixed-price diagnostic that ranks every issue in your portal by business impact and effort. You get a plain-English fix list your team can act on, with or without me.
At a glance
- From $750, fixed price
- Delivered in 5 to 14 days
- Every issue ranked by impact and effort
- Walkthrough call included
- Fee counts toward a Blueprint & Build started within 30 days
Most HubSpot portals grow one workflow and one property at a time.
A few years in, the data is messy, reports disagree, and nobody is sure which automations still fire.
I’ll go through your portal the way an ops lead would: data quality, properties, lifecycle stages, pipelines, workflows, forms, reporting, permissions, and connected tools. You get a plain-English report that ranks every issue by business impact and effort, so you know what to fix first and what can wait.
I’ve spent 20 years in marketing, the last three focused on RevOps and HubSpot systems. If the audit shows your setup is in good shape, or that a different tool would serve you better, the report will say so.
Choose your audit
Fixed scope and fixed price. Pick the depth that fits your portal.
Health Check
Starter · 5 days- One area: CRM data, sales pipeline, or marketing automation
- Top 10 issues, ranked
- 30-minute walkthrough call
- 1 revision
- Quick fixes done for you
Full Portal Audit
Standard · 10 days- Every hub you use
- Every issue, ranked by impact and effort
- 60-minute walkthrough call
- 1 revision
- Quick fixes done for you
Audit + Roadmap
Advanced · 14 days- Every hub you use
- Every issue, ranked, plus a 90-day roadmap
- Up to 5 hours of quick fixes done for you
- 60-minute walkthrough call plus recorded video
- 2 revisions
Add-on: Rush delivery, 3 days faster, +$250.
How it works
- Context and access. I review your answers, confirm access, and note the reports and processes your team relies on.
- Portal review. I go through each area in scope and log every issue with its business impact.
- Prioritize. Issues are ranked by impact and effort and grouped into quick wins, larger projects, and nice-to-haves.
- Report and walkthrough. You get the written report and a call to go through it and answer questions.
- Quick fixes and roadmap (Advanced only). I fix the top quick wins and lay out a 90-day plan for the rest.
What I’ll need from you
- Which HubSpot hubs and tiers you have (for example, Marketing Hub Professional, Sales Hub Starter)
- Admin access to your portal. I’ll send step-by-step instructions after purchase.
- Which tools connect to HubSpot (website, Salesforce, Stripe, Zapier, others)
- The top three things about HubSpot that frustrate your team
- The reports or dashboards leadership relies on
- For the Health Check: which area the audit should cover
I’ll tell you if you don’t need me.
If an audit shows your setup is in good shape, or a different tool or person would serve you better, you’ll hear it from me first.
Questions
Do you fix the issues you find?
The Advanced tier includes up to 5 hours of quick fixes. Beyond that, your team can work from the report, or I can handle it through a Blueprint & Build.
Can my team fix things using the report?
Yes. Each item says what’s wrong, why it matters, and how to fix it.
Will you change anything in my portal during the audit?
No. I look, document, and recommend. Nothing changes without your OK.
What if we want your help with the fixes?
Your audit fee counts in full toward a Blueprint & Build started within 30 days.
Do you audit other CRMs?
This audit is HubSpot-specific.
Ready to see what’s really going on in your portal?
Start with a fixed-price audit. Nothing in your portal changes without your OK.