What You Get.
- CRM structure review. We audit your pipelines, deal stages, properties, views, and lifecycle stage setup.
- Automation review. We check every active workflow for logic errors, redundancy, conflicts, and missing conditions.
- Integration review. We verify that connected tools are syncing correctly and identify broken or misconfigured integrations.
- Data quality assessment. We check for duplicates, incomplete records, inconsistent formatting, and unused properties.
- Reporting review. We evaluate whether your dashboards and reports reflect accurate data and useful metrics.
- Prioritized recommendations. A ranked list of issues with specific steps to fix each one, ordered by impact on your team.
How It Works.
1. You grant us access to your HubSpot portal (under NDA if needed).
2. We review the full setup: CRM structure, automations, integrations, data, and reporting.
3. We deliver the audit report with issues ranked by impact and clear steps to fix them.
4. We walk you through the findings and answer questions.
Is This Right For You?
- Your HubSpot was set up without a clear plan and you are not sure what needs fixing first.
- Your team does not trust the data or reports in HubSpot.
- You inherited a HubSpot portal from a previous team or agency and need to understand what you are working with.
- You want to invest in HubSpot but need a clear picture of the current state before committing budget.
