We audit your HubSpot portal against 150+ checkpoints across data quality, automation health, pipeline configuration, and revenue attribution. You get a prioritized action plan — not a generic report — showing exactly where pipeline is leaking and how to fix it.
Across SaaS, Manufacturing, IT, FinTech
Most portals have 5+ issues costing pipeline
Within 6 months of implementing audit fixes
If any of these sound familiar, your portal is likely costing you pipeline. We've audited 200+ portals — 83% have critical issues that are invisible until someone looks.
Dashboard numbers don't match reality. Marketing says 100 MQLs, sales says 20 are real. Attribution is broken or nonexistent.
Contacts enter HubSpot but never reach sales. Workflows are broken, routing rules are outdated, or lead scoring doesn't reflect actual buyer behavior.
Sales reps use HubSpot for logging calls but nothing else. Marketing automation runs but nobody monitors results. The platform feels like overhead, not a tool.
Duplicate contacts, missing properties, outdated lifecycle stages. Your database is growing but getting less useful every month.
You're on Enterprise tier but using Starter-level features. Thousands per month in license costs with no corresponding revenue impact.
Can't tell which campaigns, content, or channels actually drive closed deals. Marketing can't prove ROI. Budget conversations are guesswork.
A comprehensive portal health check that identifies revenue leaks, technical debt, and quick wins.
In a typical HubSpot audit, we find 23 configuration issues that directly impact pipeline - from broken lead routing to missing attribution, from dead workflows to incorrect lifecycle stages.
Our audit covers six critical areas of your HubSpot portal. Each area gets a health score, specific findings, and a prioritized fix list ranked by revenue impact.
We assess your data model, property usage, segmentation logic, and data hygiene. Bad data is the root cause of most HubSpot failures.
We review every active workflow for logic errors, enrollment conflicts, performance issues, and revenue alignment. Most portals have 30%+ broken or redundant workflows.
We evaluate your deal pipeline against actual sales behavior. Are stages clear? Are exit criteria defined? Is the pipeline reflecting reality or fiction?
We audit your dashboards, reports, and attribution models. Can you actually answer 'which marketing activities drive revenue?' If not, we fix it.
We check every integration for sync errors, data conflicts, and performance issues. One broken integration can corrupt your entire database.
We analyze how your team actually uses HubSpot — login frequency, feature adoption, workflow engagement — to identify training and process gaps.
Get a free preliminary audit score. We will scan your portal and identify the top 5 issues in 48 hours.
A complete portal audit takes 10-14 business days. You get a full report with prioritized recommendations — not a generic checklist.
We get admin access, pull data exports, and run our automated diagnostic scripts across all hubs. No disruption to your team.
Our team reviews every area against our 150+ checkpoint framework. We identify issues, quantify revenue impact, and prioritize fixes.
You receive a detailed audit report with health scores, specific findings, screenshots, and a prioritized 90-day action plan ranked by revenue impact.
We walk through findings with your team, answer questions, and help you decide which fixes to tackle first — whether with us or internally.
Every audit we deliver includes a Quick Wins section - 3-5 changes that can be implemented in under a week and typically recover the audit cost within 30 days through improved conversion rates or reduced tool spend.
Leading cybersecurity firm sees 16.31% MoM increase in organic sessions, 10% rise in quality backlinks, and 3X MQL boost.
Smarketers’ ABM training for Exotel, a virtual telecom operator, improved lead quality, opportunity pipeline, sales alignment, & MarTech utilization.
We don't just list issues — we quantify the revenue impact of each one and prioritize fixes by pipeline potential. You know exactly what to fix first.
We use automated scripts and AI analysis to scan your portal faster and deeper than manual review alone. 150+ checkpoints in 10 days.
We've seen every failure pattern. We know what breaks, why it breaks, and exactly how to fix it based on your specific situation.
You get a 90-day action plan with specific steps, not a 50-page report that sits in a drawer. Each recommendation includes implementation guidance.
The audit stands alone. You can implement fixes internally, hire us, or use another partner. The report gives you everything you need.
We audit Marketing, Sales, Service, CMS, and Operations Hub. Most audit services only cover one or two hubs.
