HubSpot audit & cleanup

Find out exactly what's broken before you spend another month working around it.

We go inside your portal and tell you the truth about what's working, what's broken, and what's being quietly ignored. Findings delivered in 48 hours.

Start with a free audit ← Back to Fix my HubSpot
What we audit

Every part of your portal — reviewed and rated

We don't just sell templates. We help you build, customise and scale your entire HubSpot setup.

ca-crm-structure

CRM structure

Custom properties, naming conventions, object associations, lifecycle stages and pipeline logic. We check whether what's in your portal matches how your business actually works.

Work Flow

Workflows and automation

Every active workflow reviewed — triggers, conditions, actions, exit criteria. We flag anything that's broken, redundant, conflicting or just dangerously vague.

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Data quality

Duplicate contacts, missing company associations, invalid emails, empty required fields, contacts in the wrong lifecycle stage. Quantified, not just flagged.

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Integrations

Every connected app checked — sync status, error logs, data conflicts, duplicate creation patterns. We identify which integrations are working and which are silently causing problems.

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Reporting and dashboards

We check whether your reports are built on properties your team actually fills in, whether date ranges make sense, and whether attribution is configured correctly.

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User setup and permissions

Team access levels, notification settings, default views, task assignments. We check whether HubSpot is configured to help your team — or just technically usable.

What you get

A findings report — not a slide deck

Traffic-light findings report

Every finding rated Red (critical — fix immediately), Amber (important — fix soon) or Green (working well). Plain English, no jargon. You understand exactly what's wrong and why it matters.

Prioritised fix list

Every red and amber finding has an effort estimate (hours) and an impact rating. You can see immediately which fixes give you the most value for the least time — and make an informed decision about what to tackle first.

Root cause analysis

We don't just tell you what's broken — we tell you why. Understanding the root cause is what prevents the same problems from coming back six months later.

Optional: we fix it

The audit report is yours regardless. You can act on it yourself, share it with your team, or brief us to fix it. No obligation — but most clients do ask us to fix the critical items.

Typical investment

HubSpot portal audit

Every project is scoped individually — these ranges reflect typical engagements. We'll give you an exact quote within 48 hours of a free call.

Frame (6)
01

HubSpot Onboarding

2–3 hubs

$300 - $600
Frame (6)
02

HubSpot Onboarding

2–3 hubs

$300 - $600
Frame (6)
03

HubSpot Onboarding

2–3 hubs

$300 - $600
Frame (6)
04

HubSpot Onboarding

2–3 hubs

$300 - $600

On a retainer? No separate quote

If you're on a HubSpot support retainer, this work is covered by your monthly hours — no separate project quote needed

See retainer plans
Book a System Audit

Scope depends on the number of hubs, pipelines, custom properties, workflows and integrations required. Includes 30-day post-launch support

Start with a free audit

No commitment. No sales call unless you ask for one. Just a clear picture of where your HubSpot stands — in 48 hours.

Request the free audit Workflow repair