Find out what your HubSpot portalis actually costing you.
A structured, read-only audit of your HubSpot instance: what is broken, what is unused, and what is quietly costing you deals. Built for the founder or marketing lead who knows something is off but does not have the bandwidth to dig through the portal.
Request the audit
Two questions and your email. We read every one of these.
Read only, always. We never write to your portal.
What do you get at the end?
A Portal Health Scorecard and a written report you open in your browser and share with your team, not a PDF and not a wall of Slack messages. You keep it either way.
- An executive summary: three to five findings, ranked by impact
- The Portal Health Scorecard, area by area
- Findings with what we observed and the recommended fix, side by side
- Quick wins you can act on within 30 days
- Strategic recommendations for the roadmap ahead
- A working session to walk through all of it together
How long does an audit take?
Grant access today and your report lands within 10 business days, in four steps. We never write to or change your data at any point.
- 01
Access
You grant us read-only access. We never write to or change your data during an audit.
- 02
Review
We read your portal end to end: CRM data, schema, pipelines, automation, email and reporting.
- 03
Score
Every finding gets a severity and rolls up into your Portal Health Scorecard.
- 04
Deliver
Your report, online and shareable, and a working session to walk through it together.
The audit is not a sunk cost
Pay once, upfront, for a real read on your portal. If you move forward with a HubSpot implementation or Managed Growth Services afterwards, the fee is credited against your first month or first build.
$1,500flat, credited against your first month or first build
Portal health scorecard
Sample- FoundationsNeeds attention
- Pipeline and lifecycleCritical
- Attribution and segmentationNeeds attention
- Automation and communicationHealthy
- Visibility and connectionsHealthy
Before you ask
Do I have to become a client to get an audit?
No. The audit stands on its own. Some prospects use it to decide whether to work with us at all, and some existing clients use it as a periodic check-in on their own portal.
Will you change anything in our portal during the audit?
No. It is read-only, start to finish. We never modify client data as part of an audit. Any fix we recommend is separate, scoped work you decide on afterwards.
What do you need from us?
Read-only portal access, granted in two minutes with a link we send you, and about an hour of your time at the delivery walkthrough.
What if we are on HubSpot Free or Starter rather than Pro?
Tell us which tier you are on before we start. Some of what we check depends on Pro-level access, and we will flag anything we cannot fully assess given your current setup rather than guessing.
How is this different from HubSpot's own portal health tools?
Those tools flag surface-level signals. We read the whole picture: your actual data, your actual workflows, and whether the way you have set things up matches how your business sells and grows. Then we tell you what to do about it, ranked by what matters most.
What happens after we get the report?
We walk through it together in a session. From there it is your call: fix it yourself with the report as a guide, bring us in for the specific fixes, or start a broader engagement.
Ready for a real read on your portal?
Grant access today, get a report you can act on within 10 business days. Not ready for the audit? Start with a free 30-minute consultation instead.