Our Free HubSpot Audit Finds the Missing 30% That’s Boosting Other Businesses’ Sales
We’ll uncover the gaps holding back your leads, sales, and marketing performance — and give you a clear action plan to fix them, no strings attached.
📊 Expert review · 🎯 Business-focused insights · 🧩 Tailored recommendations
HubSpot Won’t Drive Growth If It’s Set Up Wrong
You invested in HubSpot to align sales, marketing, and operations — but you’re experiencing:
- It’s not built around your business processes
- Your team ignores it and doesn’t use it the way they should
- It’s missing critical insights due to poor data tracking and reporting setup
- It’s lacking automation, causing wasted time and losing deals
- A disconnect with your actual revenue and goals
The Cost of an Unoptimized System
When HubSpot isn’t set up to match how your business actually works, here’s what often happens:
• Leads fall through the cracks — no follow-up, no tracking, no second chance
• Your sales team wastes time searching for info instead of closing deals
• You’re running campaigns, but can’t clearly see what’s working
• Reports look busy, but tell you nothing useful
You’re paying for HubSpot — but not getting ROI from it.
HubSpot can be a growth engine — but only when it’s tailored to your goals and team.
What You’ll Receive in the Free HubSpot Portal Audit
This isn’t a generic checklist or automated scan.
You’ll receive a manual, expert-led audit of your HubSpot portal, reviewed by a certified HubSpot Gold Partner team who understands how HubSpot drives business outcomes.
Your Free Audit Includes:
- A breakdown of your portal across CRM, automation, data, and reporting
- A clear report with a roadmap to implementation addressing risks, inefficiencies, and missed features tailored to your business
- A call with our certified HubSpot expert to walk through the findings with a Q&A session to answer your questions
What We'll Review in this Audit?
We’ll show you how HubSpot can better support your actual bottom line — whether that’s more leads, higher quality conversion, more efficient processes, or clearer reporting.
CRM Configuration Review
Evaluate your contact details, lifecycle stages, and deal pipelines.
Discover ways to unify naming conventions and standardize your data.
Sales Hub
Evaluate your contact details, lifecycle stages, and deal pipelines.
Discover ways to unify naming conventions and standardize your data. Identify duplicate entries, incomplete profiles, and outdated information.
Marketing Hub
Check your domain connection, email sending domain, and tracking code setup to ensure everything is working smoothly.
Review integration points and uncover new opportunities to connect your digital tools for better data flow and higher performance.
Data Hygiene
Identify duplicate entries, incomplete profiles, and outdated information.
Technical Foundation Check
We will check Domain Connection
Email Sending Domain, Tracking code installation, and other integration opportunities.
Who is This Audit For?
This is ideal for companies that:
- Already use HubSpot (any Hub or combination)
- Need clarity on what’s working and what’s not.
- Want to align their portal with business objectives.
- Suspect they’re underutilizing key features
- Are considering further optimization or support
How It Works & What to Expect
1. Fill out the form
You fill out the short form and we’ll get in touch to schedule a quick intro call.
2. Free audit intro call
We’ll have a short intro call (10–15 mins): We’ll learn about your goals, confirm what parts of HubSpot you’re using, and explain the audit process.
3. Grant us partner access to access your portal
You’ll receive a secure partner access link: We’ll send you a HubSpot partner access request.
4. Audit your portal
Our Experts will review your portal: Our certified HubSpot specialists run a technical and business-aligned audit of your CRM, automation, and reporting setup.
5. Receive your audit
This includes a PDF with findings, a scorecard, and actionable recommendations.
6. Schedule a walk through call
We schedule a review call to walk you through the results: You can ask questions, get clarity, and hear how we can support you if you'd like to take the next step.
Why We Offer This Free Audit
We’re a HubSpot Gold Partner agency who works across industries including hospitality, B2B, education, and e-commerce.
HubSpot is more than a CRM — when set up right, it’s a powerful business solution that can automate operations, increase close rates, and improve decision-making.
We offer this audit to give you value upfront. If you need help fixing the gaps or scaling your setup, we can support you. If not, you still walk away with a roadmap.
Do I need to give full access to my HubSpot portal?
We’ll only use the partner admin access to review your HubSpot setup for the free portal audit — nothing more.
Your billing information will remain completely private, as our access will be restricted from viewing or changing it.
Our goal is simply to help you uncover quick wins and opportunities to get more out of HubSpot, and we’ll treat your data with the same care we use for our own.
How long does the audit take?
You’ll receive the audit in 7 to 9 business days and we will explain in detail by scheduling a meeting.
Is it really free?
Yes, this is a no-strings-attached offer. We’ll add value upfront and offer help if you want to go further.
Who performs the audit?
Our certified HubSpot specialists review your portal manually — not bots or automated tools.
Is my data secure?
Absolutely. We do not store or access sensitive information unless you provide permission.