Discovery and Design
You don’t need a new CRM.
You need to know what’s actually broken.
Most organizations don’t have a HubSpot problem. They have a visibility problem. The portal has grown over time, processes have drifted, and nobody knows which issues are creating real business risk. A Tech Stack Audit identifies what to fix, what to ignore, and what to prioritize next.
Why teams struggle to trust their systems
The problems usually aren’t dramatic. They’re small failures that compound over time:
* Reports don’t reflect what’s actually happening in the business.
* Teams build spreadsheets and side processes because they don’t trust the CRM.
* Leads fall through the cracks when routing rules break or no longer fit reality.
* Automations keep running long after everyone has forgotten what they were built to do.
* New employees inherit a system that nobody can confidently explain.
None of these issues fix themselves. The longer they sit, the more expensive they become to unravel.
An audit gives you a clear picture of what’s working, what isn’t, and where to focus before investing more time, money, or effort.
A complete review of the systems supporting revenue.
HubSpot portal review
Properties, pipelines, lifecycle stages, permissions, workflows, lists, forms, and reporting. We evaluate whether the portal reflects how your business actually operates.
Data quality assessment
Duplicate records, incomplete data, inconsistent standards, and structural issues that undermine reporting and automation.
Integration review
Marketing platforms, sales tools, customer systems, and third-party applications. We identify where data breaks, duplicates, or disappears between systems.
Process alignment
Technology should support process. We compare the system against the workflows documented during Discovery to identify gaps and risks.
A short, structured engagement
A focused review, typically completed in 1–2 weeks provides a full overview of what can help optimize your HubSpot account.
Access
Secure review of your HubSpot portal and connected systems.
Analyze
Audit configuration, data quality, reporting, integrations, and operational workflows.
Prioritize
Categorize findings by severity, business impact, and implementation complexity.
Review
Walk through findings together, answer questions, and align on recommendations.
Deliverables
Audit Findings Report
Data Quality Assessment
Integration Audit and Inventory
Prioritized Recommendations
Quick Wins List to Implement Now
Optimization Roadmap
You’ll know exactly what’s working, what’s creating risk, and where to invest next.
Built for Your Current Needs
Working with teams where they are to ensure a bespoke fit.
No one-size-fits-all approaches that boil down your business to oversimplified basics. We work with you, developing a startup or a mature organization with clear goals.
New teams inheriting old systems
You’ve inherited a system you didn’t design and need an objective assessment before making changes.
Growing organizations
The portal worked when it was smaller. Growth introduced complexity, and now reporting, automation, and adoption are suffering.
Recovering from failed implementation
You suspect the system isn’t configured correctly but don’t know where the problems start.
Common Questions
Do I need Discovery first?
Not always. Many clients start with an audit when they already have HubSpot in place.
Will you tell us to rebuild everything?
Almost never. Most portals contain valuable work worth keeping. The goal is clarity, not starting over.
Can you implement the recommendations?
Yes. The audit can stand alone or transition into Architecture and Implementation.
How long does the audit take?
Most audits are completed within one to two weeks.
What does it cost?
An audit is a fixed-fee engagement, scoped on our first call. You’ll know the number before we start — the same clarity we promise for everything else.