HubSpot portal audit
Find out exactly what is
wrong with your portal.
A written teardown of your HubSpot instance: what is broken, what it is costing you, and the order to fix it. It stands on its own, and the fee is credited in full toward the build if you move forward.
What we examine
Six layers, one written verdict.
Lifecycle and pipelines
Whether your stages match how deals actually close, and where the funnel math is quietly wrong.
Property schema
Duplicate, ad hoc, and undocumented fields, and the reporting they break.
Associations and data model
Whether records connect and roll up, or float unlinked.
Automation
Every workflow, what it does, whether it should exist, and what nobody documented.
Data quality
Duplicates, decay, and enrichment gaps across your contacts and companies.
Reporting
Whether the portal can answer the questions leadership actually asks.
FAQ
Portal audit questions.
What do I get from the audit?
A written diagnostic: what is broken, what each issue is costing you in time or accuracy, and a prioritized fix list. It is yours to keep whether or not we do the build.
How long does the audit take?
Usually about a week from access, depending on portal size and complexity.
What does the audit cost?
It is a fixed fee, confirmed before we start, and credited in full toward the build if you move forward. There is no number published here because scope depends on portal size, and we would rather quote it honestly than anchor it wrong.
Do you need admin access?
Read access is enough to run the audit. We only need admin if you move forward into a build.
Start with the teardown.
A written diagnostic of your portal, credited in full toward the build if you move forward.
The audit fee is credited in full toward the build if you move forward.