Portal Audit

HubSpot is a powerful platform - but only when it's set up correctly. Over time, portals accumulate messy data, broken automations, unused properties, and workflows nobody understands. It's more common than you'd think.

A Portal Audit gives you a clear, honest picture of where your HubSpot stands today - what's working, what isn't, and exactly what needs to change. No fluff, no jargon - just a practical action plan you can act on immediately.

What the Audit Cover

CRM & Data

We review your contacts, companies, deals, and properties for quality, structure, and hygiene.

Automations & Workflows

We audit every workflow and sequence to identify what's broken, redundant, or underperforming.

Reporting & Pipelines

We assess your deal pipelines and reports to ensure they're giving you accurate, useful data.

Action Plan

You receive a prioritised report with clear recommendations - what to fix, what to improve, and what to build next.

What the Audit Cover

74% of businesses say their CRM gives them poor visibility into customer data.