HUBSPOT AUDIT
Know what's broken in your HubSpot. And what to fix first.
A senior-led audit of your architecture, automation, integrations, and reporting. You get a clear health summary and a ranked plan your team can act on.
ALSO INCLUDED
AI Agent Readiness Check, included.
HubSpot’s AI agents run on your CRM data. If the data is messy, the agents are too. We’ll score whether your portal is ready and name the three agentic workflows worth building first.
Included with audits booked by December 31.
What you get
- A Health Summary across six areas
- A prioritized fix list, ranked by impact and effort
- A findings deck your team keeps
- A live readout, recorded for anyone who can't attend
How it works
1
Tell us about your portal.
2
We confirm the scope and send the details.
3
We audit, then walk you through what we found.
Delivered in 2-4 weeks from access, depending on portal complexity.
Request your audit
We’ll reply within 3 business days with scope, pricing, and next steps.
Fixed scope. Flat fee. Every audit is led personally by Ben. Your audit fee is credited toward follow-on work.