One-Off Service

Find Out What's Actually Working in Your HubSpot Portal — And What's Holding You Back

A FULL HUBSPOT AUDIT COVERING CRM, MARKETING, SALES, AUTOMATION, AND AI — WITH TAILORED RECOMMENDATIONS FOR YOUR BUSINESS

sample-hubspot-audit

Choose Your HubSpot Audit Package

Mini Audit is 4 specific questions answered (no calls). Starter and Full Portal Deep Dive both include a 30-minute discovery call before the audit and a 60-minute review call after. Starter is for portals on Starter only. Full Portal Deep Dive is for Pro and Enterprise plans.

$499 Mini Audit

ONE-OFF

Get Started
$599 Starter Plan Audit

ONE-OFF

Get Started

What You Get

A complete review of your HubSpot portal based on the Hubs you have. Every audit includes a pre-audit discovery call and a post-audit review call — so the recommendations are tailored to your business, not a generic template.

1-4

CRM data health

Contacts, companies, deals — assessed for duplicates, data quality, and property usage

2-3

Marketing Hub review

Email performance, forms, landing pages, workflows — what's driving results and what's collecting dust

3-2

Sales Hub review

Pipeline setup, deal stages, sequences, meetings — is your sales process reflected in HubSpot or fighting against it?

4-2

Automation audit

Workflows, sequences, and triggers — which ones are working, which are conflicting, and which are doing nothing

5-2

AI & feature opportunities

AI agents, Breeze tools, and features you're not using yet — with recommendations on how they could be implemented for your business and industry

6-2

Prioritised action plan

Every recommendation ranked by impact and effort, so you know exactly where to invest your time

It was a complex and time sensitive project, with millions of data points to migrate and a bunch of different integrations, and Alyssa was at the heart of its success - she knows Hubspot inside and out, asked difficult questions, didn't take the easy route (aka 'I'll just let them do this dumb idea because it's easier for me') when she didn't think it was in our best interest, and basically went above and beyond in ensuring we had a great CRM which was using Hubspot's full capacity. Alyssa is a great mix of analytical and creative who is a great marketer as well as a Hubspot expert, so she really understands where you're coming from and thinks things through from an end user perspective. Wholeheartedly recommend!

We have a unique business with many moving parts and a wide, wide range of needs from different teams and different team members. Add to that, we are a growing start up so in many ways we're still working out our own best approach to things. Alyssa did an amazing job of working with all of the different teams and team members to understand what we're doing currently, what we want to be doing, and help to guide us in how to get there. Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had! To look back a few weeks ago and think that we nearly tried to do this ourselves is laughable, the end result would have been lacking in nearly every aspect without the help of a pro like Alyssa! We still have a lot to learn, but I know we have a strong foundation to build on thanks to Gather 'n' Grow!

We are absolutely thrilled to write this glowing review for Alyssa from Gather n Grow! Alyssa has truly been a game-changer for our business. Since she stepped in, she has streamlined our operations, ensuring that every aspect of our business is not only covered but optimised for success. Her impressive organisational skills, professional demeanor, and honest approach are so refreshing. She communicates openly and transparently, always keeping us in the loop and providing valuable insights every step of the way. Her dedication to our business's growth and efficiency is truly commendable. Thanks you Alyssa! With your expertise and commitment, we have seen significant improvements in our processes and results.

Who This Is For

Built for teams who've had HubSpot for 4+ months and aren't confident it's set up the way it should be.

01

You've had HubSpot for a while and it's grown organically without anyone stepping back to review whether it's actually working for you

02

There are workflows, properties, and automated emails running in the background that you didn't set up — and you're afraid to touch them in case something breaks

03

You can't build the reports you need because the data is messy, fields are inconsistent, or you're not sure what's even being tracked properly

04

You're paying for features you might not be using — or using features in ways that create more problems than they solve

05

You want a Platinum Partner with 10+ years experience to give you an honest, tailored assessment — not a generic checklist — before making your next investment in the platform

Ready to Find Out What's Really Going On Inside Your Portal?

Every audit is tailored to your portal, your Hubs, and your business — including which AI features and tools you're not using yet.

GET YOUR HUBSPOT AUDIT

Delivered within 3 to 5 Business Days

How It Works

You give us access. We audit your entire portal.

1
Step

Grant Us Access & Discovery Call

Complete your purchase and share access to your HubSpot portal. We'll schedule a 30-minute discovery call to understand your goals, pain points, and what you want to get out of the audit. If your organisation requires an NDA, we'll get that signed before we begin.

1 hour
2
Step

We Audit Your Portal

Every audit is tailored to your portal and the Hubs you have — CRM, marketing, sales, automation, integrations — all reviewed against best practices and your specific business goals. No cookie-cutter approach.

3-5 business days
3
Step

Get Your Action Plan & Debrief Call

A prioritised report with clear recommendations, quick wins, and a roadmap — plus a 60-minute video call to walk through the findings together and answer your questions.

Report + 60-min call

Want To See A Sample Audit?

Here's what your HubSpot audit looks like. Real findings, real recommendations, from a Platinum Partner.

sample-hubspot-audit
WANT TO KNOW MORE?

Frequently Asked Questions

What access do I need to give?

We'll need a Super Admin seat or a custom role with read access across your portal. We'll guide you through it.

How long does it take?

3-5 business days from receiving access. Full report delivered via email as a PDF.

Will you make changes to my portal?

No. This is a read-only audit. We recommend — you decide what to implement.

Can you help implement the recommendations?

Absolutely. We're a HubSpot Platinum Partner. We can quote implementation work after you've reviewed the audit.

Do you need full access to our data? Can you sign an NDA?

We only need read and view access — we never edit, delete, or modify anything in your portal. If your organisation requires an NDA before granting access, we're happy to sign one. Just send it through and we'll get it sorted before we start.

 

Choose Your HubSpot Audit Package

Mini Audit is 4 specific questions answered (no calls). Starter and Full Portal Deep Dive both include a 30-minute discovery call before the audit and a 60-minute review call after. Starter is for portals on Starter only. Full Portal Deep Dive is for Pro and Enterprise plans.

$499 Mini Audit

ONE-OFF

Get Started
$599 Starter Plan Audit

ONE-OFF

Get Started

Purchase Your HubSpot Audit & Get Even More ROI

Simply fill in your details, complete payment and we'll schedule your 30-minute discovery call to kick things off. Your audit will be delivered within 3 to 5 business days, followed by a 60-minute review call to walk through everything together. Email: alyssa@gatherngrow.com