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A structured review of your portal, data, automation, and reporting, delivered as a written findings document with prioritized recommendations.
HubSpot Gold Solutions Partner12 HubSpot certifications13 five-star client reviews
Your portal configuration and data model, data quality, automation and workflows, integrations and syncs, reporting and dashboards, and permissions. Each area is reviewed against how your team actually sells and services, and the findings come as a written document with prioritized recommendations and quick wins.
A written findings document: what is working, what is broken, what each problem affects, and a prioritized plan with the quick wins worth doing first. If you go ahead with the fixes, the audit work carries straight into the build, so the analysis is not repeated.
The CRM Audit is a fixed $495, paid upfront, and is delivered 3 business days after we get access. You get a review of your CRM and tools, a prioritized fix list, a fixed quote and a 60-minute Strategy Call. The $495 is credited in full to any build signed within 30 days.
An audit is the right start when reports disagree and nobody knows why, when you inherited a portal from someone who has left, or before a migration or rebuild where you need to know what to keep.
You get a written picture of what is working, what is broken, and what is costing you time. If you go ahead with the build, the audit work carries into it.
Two dashboards show different numbers for the same thing, and nobody can say which one is right.
Automation built over years by different people, some of it conflicting, none of it documented.
Syncs that overwrite each other, with no defined source of truth and no alerts when they fail.
Reps keep their own spreadsheets, and HubSpot becomes a record of what someone remembered to enter.
We review your portal, data model, integrations, and go-to-market process, then identify the friction points, the gaps, and the quick wins worth doing first. The findings are prioritized so you know what to fix first and what it involves.
Written findings 3 business days after we get access. The audit follows the discovery stage of every PipelineSync engagement, so nothing is wasted if you continue.
We talk through your go-to-market process, the problems you see, and the decisions your reporting needs to support.
We go through the portal, data model, automation, integrations, and reporting, and test what we find against how your team actually works.
You receive a written findings document with prioritized recommendations, then we walk you through it and answer questions.
You know what is working, what is broken, and what is costing you time, in writing, with priorities. You can act on it yourself, or have us build it, in which case the audit work carries into the project.
Health-check a portal you inherited: access, data, pipelines, automation, integrations, reporting.
Read guideA 47-point checklist covering permissions, validation rules, naming conventions, and audit trails.
Open templateHow to structure objects, pipelines, lifecycle stages, and permissions so the portal still works at scale.
Read guide
"Allen is without a doubt a true HubSpot expert. From CRM setup and workflow configuration to onboarding our entire team."
Read the reviews on Upwork and the HubSpot Solutions Directory
A free 30-minute call. Bring your portal, your reporting problem, or just the thing that keeps failing. You will get a straight answer on what is causing it and what fixing it involves, whether or not you hire us.
