Empirintel | Empirical Intelligence

HubSpot Health Check

  • HubSpot Health Check
Empirintel

HubSpot Health Check

A complete audit. A clear plan. In two weeks.

We review your entire HubSpot setup — the data, the pipeline, the automation, the reporting — and tell you exactly what to fix, in what order, and why.

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The problem

You’re paying for HubSpot. You know it’s powerful. But the results aren’t there.

Leads come in and disappear into the CRM. Sales does its own thing in spreadsheets. Reports don’t match what’s actually happening. Every “improvement” feels like a guess.

The platform isn’t broken. The setup is.

What you get

Full portal review

Every property, pipeline, workflow, list, form, and report — assessed against what good looks like for a business your size.

Lifecycle and funnel analysis

Where leads stick, where they leak, where they're misclassified, and what the conversion rates actually are.

Automation gaps identified

What should be automated that isn't. What's automated that shouldn't be. What's running but no one remembers why.

Sales adoption review

Whether your sales team is actually using HubSpot — and what's stopping them if they're not.

90-day roadmap

A prioritised plan with the things that matter most at the top, an estimate of effort for each, and the rationale behind the order.

A workshop to walk you through it

You don't get a PDF and a goodbye. We present the findings, answer questions, and make sure the plan is one you can actually defend internally.

How it works

1

Kick-off call

30 minutes to understand your business and what good would look like.

2

Audit

We work with read-only access to your portal for around a week.

3

Workshop

We present the findings and the 90-day roadmap.

4

Handover

You get the full report and the plan. What you do next is up to you.

What happens after

You decide. Fix things yourself with the roadmap. Bring us in for specific projects. Hand the plan to your team. There’s no retainer, no ongoing fee, no obligation.

Most clients pick two or three projects from the roadmap and ask us to deliver them. Some run with the plan themselves. Both are valid.

You already have HubSpot. Let's make it work.

Not ready? Start with a free HubSpot Performance Snapshot — a quick automated review of your portal with five priority findings.