HubSpot Audit

Unlock the Full Potential of Your HubSpot Portal

HubSpot is a powerhouse, and chances are, you already know that. But here’s the thing—most businesses are only scratching the surface. Or worse, HubSpot ends up in the “too hard” pile when things get overwhelming.

We help you identify gaps, streamline processes, and maximize ROI of HubSpot.

This is perfect for teams who want a clear view of their HubSpot setup — whether something feels off, are preparing to scale, or they want to be sure their system still fits how the business runs today.

We take the time to do a pre-audit call to gather information about your challenges, goals and teams and then a post-audit debrief call so that you know what the audit entails.

What We Audit

We look at HubSpot the way a founder needs it looked at — as a system, not a tool.

This includes:

✓ CRM structure (contacts, companies, deals)

✓ Pipeline logic and stage design

✓ Lifecycle stages and lead status flow

✓ Data quality, duplication, and property sprawl

✓ Automations and workflows (what helps vs what hurts)

✓ User behaviour (how the system is actually used)

✓ Reporting accuracy and blind spots

✓ Tracking foundations

✓ Integrations and data flow

✓ Scale risks and future break points

We audit HubSpot as a living system and tell you exactly what’s working, what’s broken, and what to do next — clearly and honestly.

Spot AI Opportunities You Didn’t Know You Had

HubSpot's latest AI suite — from Breeze Agents to Assistants to Copilot — opens new ways to scale efficiently. 

You'll learn:

✓ Where AI can streamline operations: Identify repetitive workflows in Sales, Marketing, and Service that agents can manage.

✓ Which tasks Copilot can assist with: Summarising records, writing follow-ups, or generating reports in seconds.

✓ How automation multiplies ROI: Pinpoint the exact areas where automation could improve speed, accuracy, and team bandwidth.

Actionable Insights and Recommendations

You don’t get a generic audit document.

You get:

✓ A clear summary of what’s working in YOUR account

✓ A clear list of what’s broken or misaligned

✓ The real risks hiding under the surface

✓ What’s causing confusion, friction, or bad data

✓ What’s costing you time or revenue

✓ A prioritised, practical fix plan for YOUR business.

Everything is explained in plain language, as much as possible. Our HubSpot Audit will give you clarity before those issues become expensive. 

After the audit, you can choose to work on the action items after on your own or with us!