Low User Adoption
Your sales team prefers taking notes in Excel rather than updating Deals.
Stop Guessing. Start Optimising.
Comprehensive HubSpot Portal Audits.
Are you paying for a premium CRM but treating it like a glorified spreadsheet? We uncover data bottlenecks, fix broken workflows, and align your HubSpot instance with your global revenue goals. Expert analysis with boutique agility.
Is your HubSpot working for you, or against you?
A CRM should accelerate your sales cycle, not slow it down. However, as companies scale across borders, their HubSpot portals often become cluttered. You might need an audit if you are experiencing:
"Dirty" Data
Duplicate contacts, outdated records, and inconsistent data entry across regional teams.
Reporting Blind Spots
You cannot trust your dashboards, making it impossible to forecast revenue accurately.
Franken-Systems
Too many unmanaged integrations (ERP, billing, legacy software) causing sync errors.
The Reality: A poorly configured CRM costs you more than just the software licence—it costs you lost opportunities and team morale.
A 360-Degree Deep Dive into Your Portal
We don't just run an automated software check. As certified architects, we manually review your portal through four critical lenses:
Data Architecture & Hygiene
We analyse how data enters, moves, and lives within your system. We look for duplicates, redundant custom properties, and standardise naming conventions across your international teams.
Process Automation & Workflows
We map out your active workflows to identify infinite loops, outdated triggers, and missed opportunities for automation. We ensure your marketing and sales handoffs are seamless.
Tech Stack & API Integrations
We evaluate how HubSpot communicates with your broader tech stack (e.g., Salesforce, local ERPs, WhatsApp Business) to eliminate sync errors and data silos.
Cross-Border Compliance & Security
Operating in DACH, CEE, or MEA? We review your portal for UK-GDPR, EU-GDPR, and PDPL compliance. We check cookie consent banners, double opt-in processes, and user permission levels (Roles & Teams) to ensure data sovereignty.
You don't need a PDF report. You need a Blueprint.
At the end of the audit, we present the HubSpot Optimisation Blueprint. It is not a generic list of technical jargon, but a highly visual, prioritised roadmap.
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Red Flags (Critical Fixes): What is actively breaking your reporting or violating compliance right now.
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Quick Wins: High-impact adjustments we can make in days, not weeks, to improve team productivity.
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Strategic Roadmap: A phased approach to scaling your portal for the next 12–18 months.
Why Choose Us?
Enterprise-grade analysis. Boutique agility.
Cross-Cultural Expertise
We understand that a pipeline working in London might fail in Dubai or Berlin. We standardise processes whilst respecting local sales behaviours.
No Junior Analysts
Your audit is conducted directly by a strategic founder with decades of international rollout experience.
Action-Oriented
We don't just point out what is wrong and leave. We offer seamless implementation packages to execute the Blueprint for you.
Frequently Asked Questions about HubSpot Audits
How much does a HubSpot Audit cost?
The cost of an audit depends on your subscription tier (Pro vs. Enterprise) and the number of Hubs you use. We operate on a transparent, fixed-fee model. After a brief discovery call, we provide a custom quote so you know exactly what to expect.
How long does the audit process take?
A comprehensive portal audit typically takes between 2 to 3 weeks from the moment we gain system access. We work efficiently in the background without interrupting your team’s daily activities.
Do we need to pause our marketing or sales campaigns?
No. Our audit is completely non-intrusive. We act as observers in your portal. We will not alter any active workflows, delete data, or change settings without your explicit approval.
What happens after the audit is complete?
You own the Optimisation Blueprint. You can choose to implement our recommendations using your in-house team, or you can hire us to execute the fixes as an extension of your operations team.
Ready to unlock the full potential of your CRM?
Stop pouring money into a system that isn't driving growth. Let's uncover the hidden bottlenecks in your portal.