Free HubSpot Video Audit
Quick, Honest Look at Your HubSpot Setup
This is a short, high-level video review of your HubSpot portal.
No calls.
No prep.
No sales pitch disguised as “feedback.”
Just a calm, experienced set of eyes looking at your system and telling you what stands out.
+/- 15 minute recorded Loom video where I review your HubSpot setup at a high level and explain:
✓ What looks solid
✓ What looks messy or misaligned
✓ Where friction is likely coming from
✓ What I’d look at next if this were my business
This is not a full audit. It’s a clarity signal.
What We Look At
In this video, we would typically review things like:
✓ CRM structure at a glance
✓ Pipelines and stage logic
✓ Lifecycle stages and lead flow
✓ Obvious data or structure issues
✓ Signs of over- or under-automation
✓ Reporting red flags
✓ Whether HubSpot matches how your business likely operates
What You Get
✓ A private Loom video you can rewatch
✓ Clear, plain-English observations (if we have to use jargon, we'll be happy to explain)
✓ Honest feedback (no fluff, no fear-mongering)
✓ Direction on what matters vs what doesn’t
✓ A sense of whether HubSpot is helping or hurting you
Some people use this just for peace of mind. Others realise very quickly what needs fixing.
Results That Speak for Themselves
For the past six years, our organization has partnered with Alyssa from Gather 'n' Grow as a HubSpot consultant. Alyssa has been instrumental in building our CRM, integrating new brands and optimizing our approach as we've grown through acquisition. Her knowledge, flexibility and adaptability are exceptional. We consider Gather n Grow not just an agency, but a true HubSpot partner.
We worked with Alyssa after we had an awful experience with another HubSpot specialist. Alyssa cleaned up our system, helped further the setup and fully align it with our sales process. We were able to roll it out to the staff within a couple of months as opposed to 6 months with the other specialist. She has been such a life saver and is now working with our UK office to set up their system!
From the beginning Alyssa helped in every way to make our implementation a success. Beyond her ninja technical skills and amazing knowledge, she became part of the team and went above and beyond when getting things done. She made our crm migration silky smooth and implemented strategies that are now part of our core business. Cannot recommend her enough.
FAQs
How long does the video audit take?
In general, we ask to 3-4 business days. If within capacity, we will do our best to send it over to you earlier.
Is it for us to keep after?
Of course, the link is yours to keep and share around. We are happy to share the downloaded video as well.
What happens after the video audit?
Typically, we would have a short connect call with you before and after. Before the audit is to help us understand what the crucial pain points, challenges and goals are. After the audit is to reshare our thoughts at high level and get your feedback. From then now, it's up to you. You can choose to work on your own or with us.