HubSpot Portal Audit & Remediation
A comprehensive diagnostic of your HubSpot portal — scoring utilization, identifying gaps, and delivering a prioritized roadmap to unlock the revenue potential of your subscription.
We kick off within 24–72 hours of sign-off.
Process & Timeline
How the Audit Works
From discovery call to implementation kickoff — the complete audit lifecycle, what happens at each stage, and when you'll have deliverables in hand.
Discovery
Day 1 · 30–45 min
- Business model & GTM motion
- Pain points & reporting gaps
- Tech stack & integrations
- Team structure & roles
- Sign NDA + grant access
Audit
Days 2–4
- 42-checkpoint scorecard
- Property analysis (all objects)
- Pipeline & lifecycle review
- Workflow architecture audit
- Subscription value analysis
Delivery
Day 5 · 1 hour
- Scorecard walkthrough
- Findings by severity
- Live portal demonstration
- Root cause analysis
- Remediation options
Recap
Same day
- Recording & audit document
- Prioritized action items
- Remediation plan
- Quick wins list
- Engagement options
Implement
Ongoing
- Weekly or bi-weekly sprints
- Done-for-you configuration
- Pipeline & automation builds
- Dashboards & reporting
- Training & handoff
What You Need to Provide
A signed NDA (we send it), partner-level access to your portal (free, doesn't consume a seat), and 30–45 minutes for a discovery call. That's it. Our team does the rest. No disruption to your daily operations, no changes made to your portal during the audit.
Responsibilities
Your Team
- Sign NDA & grant access
- Attend 30–45 min discovery
- Attend 1-hour delivery
- Share business context
- Review & decide next steps
Sector Growth
- 42-checkpoint audit
- Property analysis
- Subscription value analysis
- Findings + remediation plan
- Recording + recap email
What We Evaluate
42 Checkpoints Across 4 Hubs
Every audit evaluates your portal against the same rigorous standard — the same methodology used across hundreds of portal audits for SaaS companies, law firms, healthcare, and professional services.
Admin & Technical
- Email sending domain (SPF/DKIM/DMARC)
- Data privacy & consent configuration
- Connected apps & integration health
- User & seat allocation efficiency
- Super admin count & permission governance
- 2FA & security enforcement
- AI data sources (ICP, value prop, pain points)
- Inbox configuration & SLAs
- Beta enrollment & feature adoption
- Portal type & feature availability
Sales Hub
- Deal pipeline structure & probabilities
- Conditional stage properties (required fields)
- Deal tags & pipeline visibility
- Deal record layout & card grouping
- Lead pipeline, tags & automation
- Sequences (active, enrolled, performing)
- Meeting links (connected, booking rate)
- Documents (uploaded, tracked, viewed)
- Goals configured per rep
- Forecasting enabled
- Playbooks active
- Sales workspace adoption
Marketing Hub
- Email performance (open/click/bounce)
- Email suppression settings
- Marketing contact tier & hygiene
- Lead scoring (fit + engagement)
- Campaigns & ROI tracking
- CTAs deployed & tracked
- Ad accounts & conversion tracking
- Social channels & publishing
- Forms & progressive profiling
- Subscription types alignment
- SEO / AEO integration
- List hygiene & suppression
Service Hub
- Ticket pipeline & stage hygiene
- Custom ticket properties
- SLA timers (first response, time to close)
- Escalation & routing workflows
- Knowledge base articles published
- Customer portal enabled
- NPS/CSAT surveys configured
- Ticket record layout optimized
Scoring & Deliverables
How We Score Your Portal
Each of the 42 checkpoints receives a rating. Hub scores are calculated from checkpoint totals. The overall score is the weighted average across all hubs.
Configured correctly and actively used
Exists but incomplete, misconfigured, or underused
Missing, broken, or creating risk
Well-configured, actively used, minor optimization needed
Foundation exists but gaps in governance, automation, or adoption
Significant underutilization — paying for features not being used
What You Receive
Every audit ends with something you can actually use on Monday morning.
Portal Audit Findings
- Executive summary
- Hub-level utilization scores
- What's working well
- Findings by severity (Critical / High / Medium / Low)
- Business impact per finding
- Root cause analysis
- Subscription value analysis
Remediation Plan
- Prioritized task list with hour estimates
- Week-by-week execution timeline
- Success metrics per phase
- Key milestones
- Quick wins (do this week)
- Engagement options
Supporting Materials
- Recorded delivery session
- Recap email with action items
- Utilization scorecard
- Property analysis detail
- Subscription recommendations
- Resource links
Engagement Options
After the Audit: Get It Fixed
The audit tells you what's wrong. These engagements fix it. Choose the model that fits your budget and timeline — from targeted quick fixes to full portal transformation.
Standard
14 hours · 45 days
Focused on one Professional Hub. Audit, journey mapping, 5 training sessions, and 14 hours of done-for-you implementation. Best for teams with a single hub that needs targeted fixes.
Advanced
30 hours · 90 days
Cross-functional across 2+ Hubs. Comprehensive audit, process mapping, 10 training sessions, and 30 hours of implementation. Best for teams that need enterprise-grade optimization.
Custom
Scoped to your needs
Full portal swap, managed services, or multi-month remediation sprints. Custom-scoped with dedicated strategist, trainer, and implementation support. For complex engagements.
Blocks of Hours
Purchase hours and use them as needed. We work through the priority list in weekly sprints. You decide the pace. Hours are valid for one year.
15 Hours
Emergency fixes + one major build (pipeline redesign or automation)
30 Hours
Core foundation: fixes, pipeline, workflows, sequences, initial dashboards
50 Hours
Full enablement: all critical + high priority items, marketing activation, reporting
100 Hours
Complete implementation including Service Hub, training, documentation, and outcomes report
Included in every engagement: Weekly or bi-weekly sync (30–60 minutes) · Async Slack/email communication · Project management and sprint planning · Strategist, trainer, and implementation support · Process documentation · Training sessions · Outcomes report at completion.
Ready to unlock your HubSpot?
The audit is free. We kick off within 24–72 hours of sign-off.