HubSpot Audit

Know exactly what is wrong with your HubSpot, and in what order to fix it.

We read your portal through the API, not through screenshots. You get a prioritised roadmap grounded in your real data, workflows and pipelines.

Request an audit All services
Who this is for

You will recognise yourself in at least one of these

  • You inherited a portal and do not trust the numbers in it.
  • Reports disagree with what sales says is happening.
  • Workflows exist but nobody knows which ones still matter.
  • You are about to invest in a rebuild and want to know the real scope first.
What we do

The work, step by step

Configuration review

Users, permissions, teams, subscription types, tracking, connected apps and integrations, checked against what your business actually needs.

Data governance

Property fill rates, duplicates, lifecycle and lead status usage, association gaps, and the imports that caused them.

Revenue architecture

Pipelines, stages and definitions measured against the Winning by Design bowtie, from first touch to renewal and expansion.

Automation audit

Every workflow read live: what triggers it, what it writes, which ones never fire, and which generations duplicate each other.

Reporting and forecast check

Whether your dashboards can answer the questions leadership asks, and where the data breaks.

Implementation plan

A sequenced roadmap with quick wins, dependencies and effort, ready to become a project or a proposal.

What you get

Deliverables you keep

Engagement shape: Two to three weeks from access to readout. Fixed fee, scoped by portal size and hubs in use.

  • Written audit report with red/yellow/green findings per area
  • Prioritised remediation roadmap with effort estimates
  • Live walkthrough session with your team
  • Property, workflow and pipeline inventories as spreadsheets
  • Quick wins you can apply the same week
Related case study

What this looked like for a real client

Industrial IoT manufacturer7 merged companies75k contacts

Cleaning a CRM built from seven acquisitions

Seven acquired businesses, seven price lists, and a HubSpot portal where thousands of companies had no name and country data could not be trusted.

2,500+companies named from owned data
Read the full storyClose

Situation

Forecasting ran in a BI tool fed by NetSuite and HubSpot, but HubSpot company records were too dirty to roll up: nameless companies, full country names in a two-letter code field on 13,344 contacts, contacts unattached to their company.

What we did

  • Recovered company names from evidence the client already owned (contact records, domains, NetSuite exports) before spending a cent on enrichment, which we tested and rejected.
  • Standardised country data on 649 company records and repaired 13,344 contact country codes, every change logged to a reversible manifest.
  • Associated 606 orphan contacts to the company that owns their email domain and sourced 719 missing websites, each rated for confidence.

Result

Company-level reporting and deal roll-ups work again. Every write was verified live after the fact, and the client received review sheets for the records we deliberately did not touch.

All case studies
FAQ

Questions we get about this service

Do you need admin access?

Read access through a private app token covers most of the audit. We ask for admin only for the parts the API does not expose, such as branding and tracking settings, and we tell you which ones.

Will you change anything during the audit?

No. The audit is read-only. Fixes start only after you approve the roadmap, and quick wins are listed separately so you can apply them yourself.

What if we already know what is wrong?

Then the audit is faster and cheaper, and it turns your list into a sequenced plan with the dependencies you might not have seen.

Can the audit become the implementation?

Yes. Most audits turn into a scoped implementation or a retainer, and the audit fee is credited against that work.

Request your HubSpot audit

Tell us about your portal and what you need to trust again. Daniel replies personally within one business day with scope, timeline and price.

  • Read-only, nothing changes during the audit
  • Two to three weeks from access to readout
  • Fee credited against the implementation

Request your audit

Tell us a little about your portal. We reply within one business day.