Free HubSpot Portal Review
Your HubSpot, diagnosed.
Sound Familiar?
HubSpot is powerful. Most companies barely scratch the surface.
Data chaos
Duplicate contacts, messy properties, and data that nobody trusts.
Broken workflows
Automations that don't fire, or worse — fire when they shouldn't.
Underused features
Paying for tools you've never set up or features you forgot existed.
Lost knowledge
The person who set it up left, and now nobody knows how it works.
What I Review
A comprehensive look at your entire portal
Not just a surface-level check. I dig into every corner of your HubSpot setup.
1CRM Health
- Contact and company data quality
- Duplicate detection opportunities
- Property hygiene and standardization
- Lifecycle stage configuration
2Marketing Hub
- Email deliverability and performance
- Workflow efficiency and errors
- List hygiene and segmentation
- Form and landing page optimization
3Sales Hub
- Pipeline configuration and stages
- Deal management and forecasting
- Sequence effectiveness
- Sales automation opportunities
4Reporting & Analytics
- Dashboard effectiveness
- Custom report utilization
- Attribution tracking
- Goal tracking and metrics
Deliverables
What you'll walk away with
Portal Health Scorecard
A clear grade across each Hub with specific ratings and benchmarks.
Priority Action List
The top 5-10 things to fix, ranked by impact and effort required.
30-Minute Review Call
Walk through findings together, answer questions, and discuss next steps.
Trusted by teams at
Is This For You?
Who this audit is for
This audit is perfect if...
- •You're using HubSpot Starter, Professional, or Enterprise
- •You've been using HubSpot for 6+ months
- •You have a team using the platform
- •You're not sure if you're getting full value
This might not be the right fit if...
- •You're on HubSpot Free (limited features to audit)
- •You just started using HubSpot (need implementation first)
- •You need immediate hands-on help (consider a retainer plan)
Request Your Audit
Let's take a look under the hood
Fill out the form and I'll be in touch within 2 business days to get started.
What Happens Next
The process
Submit the form
Tell me about your business and HubSpot setup.
Grant partner access
Add me as a partner user (free for you, full portal visibility).
I review your portal
Deep dive into your configuration and data.
We discuss findings
30-minute call to walk through recommendations.
FAQ
Common questions
How long does the audit take?
I typically complete the audit within 3-5 business days of receiving access. The review call is scheduled at your convenience after that.
What access do you need?
You'll add me as a partner user — it's free for you and gives me visibility into your portal configuration. I'll send simple instructions. Your data stays secure, and I remove myself after the audit.
Is this really free? What's the catch?
No catch. It's a genuine free audit. If you like what you see, we can talk about working together — but there's zero obligation.
What happens after the audit?
You'll have a clear picture of what's working, what's not, and what to prioritize. Many clients choose to work with me to implement the recommendations, but you're welcome to take the findings and run with them yourself.
Do you work with companies outside Australia?
Absolutely. I work with clients globally and am flexible with timezones. Most of my experience is actually with US and European companies.
Ready to unlock your HubSpot's potential?
Get a clear picture of what's working, what's not, and exactly what to do next.
Request Your Free Audit