Get more out of the HubSpot you already pay for
It usually shows up as a report you can't build. The data isn't there, or nobody trusts it. We review how HubSpot runs your marketing, sales and customer service against how your team actually works, find what you're underusing or using inefficiently, and turn it into a prioritised plan. It starts with a kick-off call and finishes with a 1-hour debrief call.
Trusted by growing businesses in the US, UK and Australia
You pay for HubSpot, but you're not getting everything out of it
We can't get the reports we need.
The data is messy, fields are inconsistent, and nobody trusts the numbers. Decisions get made on gut feel.
We're paying for features we don't use.
Or using them in ways that create more work than they save. The tool costs more than it gives back.
Nobody knows why it's set up this way.
Workflows, properties and emails run in the background, and people are afraid to touch them. Old automation quietly works against you.
We want to use AI, but where do we start?
Breeze agents, assistants and Copilot are there, and nobody has worked out where they fit. Your team keeps doing work a tool could do.
Where you're getting value, and where you're not
The Starter and Deep Dive audits cover all of this, for the parts of HubSpot you use: what's working, what's underused, and what's set up in a way that costs your team time. The Mini Audit goes deep on the four questions you choose. Every recommendation comes ranked by impact and effort.
Contacts, companies and deals checked for duplicates, gaps and how properties are used, so you can build the reports you need.
Emails, forms, landing pages and lists: what drives results, what's underused and what's collecting dust.
Pipelines, deal stages, sequences and meetings: does HubSpot match how you sell, or fight it?
Tickets, pipelines, inboxes and the help desk: whether requests get routed, answered and reported on, or slip through.
Which workflows and triggers work, which conflict, which do nothing, and what could be automated that isn't.
Breeze agents and features you already pay for and aren't using yet, and where they'd fit your business.
See what you get before you buy
This is what a HubSpot audit report looks like. Yours is built around your portal: specific findings, ranked by impact, written so your team can act on them.
- What's working, what's underused, and what's holding you back
- Every recommendation ranked by impact and effort
- HubSpot and AI features you're paying for and could be using
Three ways to audit your portal
Pick the one that matches your HubSpot plan and what you need answered.
Mini Audit
Four questions about your portal, answered in depth.
- 30-minute kick-off call
- Your 4 questions answered in depth
- 1-hour debrief call
Starter Plan Audit
A full audit for portals on HubSpot Starter.
- 30-minute kick-off call
- Marketing, sales and service reviewed
- Prioritised recommendations and AI opportunities
- 1-hour debrief call
Full Portal Deep Dive
Your whole portal reviewed end to end.
- 1-hour kick-off call
- Marketing, sales, service, data and automation reviewed in depth
- Prioritised action plan and AI opportunities
- 1-hour debrief call
Starter is for portals on HubSpot Starter only. On Pro or Enterprise, choose the Deep Dive.
From kick-off to a clear plan in 3 to 5 business days
Kick-off call
Pay online and give us access to your portal. Then we talk through your business, your team, the reports you need and what you want from HubSpot. 30 minutes for the Mini and Starter audits, an hour for the Deep Dive.
We audit your portal
CRM data, reporting, marketing, sales, customer service, automation and integrations, checked for what's underused or set up inefficiently, against what you told us on the call.
Debrief call
One hour to walk through every finding, answer your questions and agree what to fix first.
We can implement it
We're a HubSpot Platinum Partner. If you want the fixes done for you, we'll quote the work after you've read the audit.
For teams who've had HubSpot a while and know it could do more
A good fit if
- You can't build the reports you need because the data is missing, messy or inconsistent
- You think you're paying for features you don't use
- HubSpot has grown over time and nobody has stepped back to check it still works for you
- Workflows, properties and emails run that you didn't set up, and you're wary of touching them
- You want an honest second opinion from a HubSpot Platinum Partner before you invest more
Probably not a fit if
- You've only just bought HubSpot. Smart CRM Setup is a better place to start.
- You want the fixes made for you. That's HubSpot implementation.
"She knows HubSpot inside and out"
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, and didn't take the easy route when she didn't think it was in our best interest. She went above and beyond in ensuring we had a great CRM which was using HubSpot's full capacity. Wholeheartedly recommend!
We have a unique business with many moving parts and a wide range of needs from different teams. 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!
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. She communicates openly and transparently, always keeping us in the loop and providing valuable insights every step of the way.
Make the most of your audit
Questions about the audit
How do I know if I need an audit?
Usually it's when you try to build a report and can't. The data isn't there, it's inconsistent, or nobody trusts the numbers. Other signs: features you pay for and don't use, and workflows nobody wants to touch.
Which audit do I need?
Starter is for portals on HubSpot Starter only. If you're on Pro or Enterprise, choose the Deep Dive. If you have a few specific questions rather than wanting the whole portal reviewed, the Mini Audit answers four of them in depth.
What happens on the kick-off call?
We talk through your business, your team, your goals and what frustrates you about HubSpot, so the audit checks the portal against what you actually need. It's 30 minutes for the Mini and Starter audits and an hour for the Deep Dive.
How long does it take?
3 to 5 business days after the kick-off call. Your report comes by email as a PDF, with a link to book your 1-hour debrief call.
What access do I need to give?
A Super Admin seat, or a custom role with read access across your portal. We'll guide you through it.
Will you make changes to my portal?
No. The audit is read-only. We recommend, and you decide what to change.
Can you sign an NDA?
Yes. Send it through and we'll sign it before we start.
Can you help implement the recommendations?
Yes. We're a HubSpot Platinum Partner, and we can quote the work after you've read the audit.
What currency are the prices in?
US dollars.
Get your HubSpot audit
Fill in your details and pay securely. We'll be in touch to book your kick-off call, and your report arrives 3 to 5 business days after it.
- A kick-off call
- What you're underusing, and a prioritised plan to get more from it
- A 1-hour debrief call
- Help implementing it, if you want it