Service
HubSpot Audits
We have conducted HubSpot audits for more than eight years. Each audit is scoped to your portal and your business, and we agree on that scope with you during a short discovery call before any work begins. The result is a prioritized list of findings. There is no obligation to hire us to implement them, and many clients give the list to their internal team and complete the work themselves.
Every audit begins with the Hubs and tiers you own. Your subscription determines which tools are available to you, so it also determines what a well-built portal looks like in your case.
What we look at
- Seats and licensing. Who is actually logging in, and which seats you’re paying for that nobody uses. We can often save our clients money by identifying gaps in their license usage.
- Teams and permissions. Whether your team structure matches how the business works, and how many Super Admins you have. The right number is small.
- Workflows. How many exist, how many are active, and whether anyone can explain the ones that are — naming, enrollment, re-enrollment, overlap, and dead ends.
- Data and properties. Duplicates, unused fields, and properties that three different things are writing to.
- Reporting. Whether the dashboards leadership relies on are built on numbers you can trust.
Two sizes
The one-hour version. A focused pass on one specific problem: seats and licensing, a permissions model that got away from you, or a workflow set that’s misfiring. Good when you already suspect where the issue is.
Under the hood. A full review across your Hubs. Good when you’ve inherited a portal, switched agencies, or nobody has looked in two years.
We decide which one you need during a short discovery call, so you don’t pay for a review that’s too narrow to be useful or too broad to be worth it.
What you get
You receive a written report that ranks each finding by priority. For each finding, the report explains what we found, what it costs you today, and roughly what it will take to fix. The report also identifies the fixes your own team can complete without outside help, and the parts of your portal that work well and should stay as they are.
Every finding is tied to specific data from your portal, so your team can verify it independently.
Common questions
Do I have to hire you to do the fixes?
No. The audit is a standalone engagement, and the findings are yours either way.
What access do you need?
Enough to see everything, and no more. We’ll tell you exactly which permissions we need before you grant anything, and you can remove us the day we deliver.
We just implemented HubSpot. Is it too early?
Usually not. Six to twelve months after implementation is one of the better times to look — long enough for real usage patterns to show up, early enough that bad habits haven’t set.
Read the full method
Our guide, There Is No Standard HubSpot Portal. So There’s No Standard Audit., walks through what we pull and why, in detail.