We cover every layer of your HubSpot setup, from raw data quality through to how revenue is being reported to leadership.
Free HubSpot portal audit
47 checkpoints. Delivered in 5 business days.
Written report + 60-minute debrief call included.
No changes made to your portal.
Read-only access only.
No obligation. Keep the report regardless.
Your HubSpot has revenue leaks. We'll find them in <5 days.
Most HubSpot portals have 8–12 fixable issues costing the business real pipeline. Our 47-checkpoint audit finds them, ranks them by impact, and gives you a prioritized fix list, written for your team, not a consultant.
Written report + 60-minute debrief call included.
No changes made to your portal.
Read-only access only.
No obligation. Keep the report regardless.
47-checkpoint audit
Six areas. Every revenue leak covered.

Frequently asked questions
The audit covers 47 checkpoints across six areas: CRM data quality, automation health, reporting accuracy, lead routing, portal configuration, and revenue architecture. Every area gets a score, and every finding gets a severity rating and recommended fix.
We complete the written report within 5 business days of receiving HubSpot access. The debrief call is scheduled within 2 business days of report delivery. Total elapsed time: typically 7–10 business days from access to debrief.
We request read-only Super Admin access to your HubSpot portal for the duration of the audit. We make no changes to your portal, workflows, data, or settings. Access is revoked at the close of the engagement unless you proceed with a project.
You receive the report and the debrief call. If you want to fix the issues we found, we can scope a remediation project, which typically takes 4–8 weeks depending on severity. Many clients fix lower-priority issues themselves using the report; we handle the complex architecture and data work.
In our 15-year history working with multiple firms, no one really spent that kind of time with us to understand who our client is, what their driving force is, and what problem we're trying to solve.
Dean Townson
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Partner, ACSIConnect
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Verified · Clutch
Find out what your HubSpot is actually costing you.
Claim your free 47-checkpoint audit. Delivered in 5 business days with a full written report and debrief call.