HubSpot Systems Audit

Find out what's broken, what it's costing you, and what to fix first.

A practical review of your HubSpot portal and the systems connected to it. You walk away with a prioritized plan, not a pile of findings.

Request an Audit What it covers
Signs it's time

Sound familiar?

  • Pipeline reports your reps say are wrong
  • Leads land in HubSpot and then go nowhere
  • Marketing can't show which programs actually drive revenue
  • HubSpot and your other systems disagree about customers, orders, or revenue
  • You're trying to use AI, but it's often incorrect or not just right
  • The person who built your portal has left, and nobody fully understands it
  • You're about to invest in a rebuild, integration, or new tool and want to know where to start
What it covers

What the audit looks at

Lead flow & lifecycle

Capture, routing, speed to lead, handoffs between marketing and sales, lifecycle stages, and attribution.

Pipeline & forecasting

Stage definitions, deal hygiene, forecast reliability, and how quotes get from draft to signed.

Data quality & structure

Properties, duplicates, objects and associations, required fields, and who can change what.

Automation

Workflow inventory, conflicts and failures, and the manual work that should be automated.

Reporting

Whether your dashboards answer the questions leadership actually asks.

Adoption

How your team really uses the system day to day, and where they work around it.

Connected systems

Where HubSpot connects to your other tools, I diagnose the issues that keep data from moving cleanly between them.

AI readiness

Whether your data and processes can support AI tools, plus one or two places where AI could realistically take work off your team, scoped with the effort involved.

Request an Audit
AI readiness

Is your CRM ready for AI?

Every AI tool, from HubSpot's built-in assistants to custom agents, inherits the quality of the data underneath it. Clean, consistent data produces useful answers. Messy data produces confident, wrong ones.

The audit looks at the things that determine whether you're ready to take advantage of AI:

  • Do you have duplicate, incomplete, and outdated records?
  • Are fields and dropdowns used consistently across the team?
  • Are processes that written down or living in someone's head?
  • Do you have clear rules about data AI tools should and shouldn't be able to see?
How it works

Five steps, minimal disruption

  1. Intro call

    We talk through what's working, what isn't, and which systems are involved, then agree on scope.

  2. Read-only review

    I review your HubSpot portal and connected systems with read-only access. Nothing in your systems changes.

  3. Conversations with your team

    Short sessions with the people who use the system every day. This is usually where the real problems surface.

  4. Findings and roadmap

    Every finding ranked by business impact and effort, with quick wins separated from bigger initiatives.

  5. Readout

    We walk through it together with your team. The plan is yours to implement in-house or with me.

Who it's for

Is the audit a good fit for you?

A good fit if you're

  • Struggling to get accurate data on the things that matter most
  • Outgrowing your original HubSpot setup
  • Preparing to invest in a rebuild, integration, or AI
  • Running HubSpot alongside an ERP, ecommerce platform, or other core system

Probably not the right fit if

  • Your portal is brand new with little data yet (start with Fractional RevOps instead)
  • You have a single task already scoped (just ask for it directly)

Start with a clear picture.

Tell me about your setup and I'll scope an audit that fits it.

Request an Audit