Who This Is For

Built for teams who suspect their portal isn't pulling its weight

If HubSpot feels more like admin overhead than a growth engine, an audit shows you exactly where the friction is — and how to remove it.

 

Teams whose setup has drifted

HubSpot was configured properly once, but months of quick fixes and workarounds have left it messy.

 

Businesses inheriting a portal

New marketing or ops lead, and no one's confident in what was built before you arrived.

 

Teams not seeing HubSpot ROI

You're paying for the platform but not seeing the automation, reporting, or lead gen it should deliver.

How It Works

From full audit to fixed roadmap, in four steps

A clear, non-disruptive process — your portal keeps running while we assess it.

01

Portal Deep-Dive

We review every property, pipeline, workflow, and integration against a 40+ point checklist.

02

Gap Analysis

We flag what's broken, unused, or underperforming — and why it's costing you time or leads.

03

Prioritised Roadmap

You get a clear report ranking fixes by impact and effort, so you know what to tackle first.

04

Optimisation Build

Optionally, we implement the roadmap ourselves — no need to hand it to another team.

What's Included

A full picture of your portal's health

No surface-level check. Every audit covers the systems that actually drive growth.

 

CRM & data quality review

Duplicate records, orphaned properties, and inconsistent data structures flagged and fixed.

 

Workflow & automation audit

Every workflow tested for dead ends, broken triggers, and missed automation opportunities.

 

Integration health check

Connected tools reviewed for sync errors, mapping issues, and outdated configurations.

 

Lead scoring & pipeline review

How leads move through your funnel, and where they're stalling or falling through.

 

Permissions & team usage

Who has access to what, and whether your team is actually using the tools available.

 

Prioritised action report

A ranked list of fixes by impact and effort, so you know exactly where to start.

Audit & Optimisation Package

One flat scope. No surprise invoices.

A fixed-scope audit, priced upfront, with an optional build phase if you want us to implement the fixes.

HubSpot Audit & Optimisation

  • Full 40+ point portal audit
  • Prioritised optimisation roadmap
  • Live walkthrough of findings
  • Optional implementation add-on
Starting From
£650/project
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FAQ

Questions about audit & optimisation

How long does an audit take?

Most audits are completed within 5–7 business days, depending on the size and complexity of your portal.

Will you fix the issues you find, or just report them?

Both — the base package delivers a prioritised report and walkthrough. If you'd like us to implement the fixes, that's available as an add-on.

Do you need admin access to our portal?

Yes, we'll need temporary admin access to review configuration properly. Access can be revoked immediately after the audit is complete.

Is this useful if our portal already feels "fine"?

Often that's exactly when issues are hiding — inefficiencies rarely show up until you measure them. Most audits surface at least a few quick wins.

Find out what your HubSpot portal is missing.

Book a free discovery call — we'll scope your audit and tell you what we expect to find, no obligation.

Book a Free Discovery Call → Back to HubSpot Services