ServicesHubSpot Health Check

HubSpot Health Check

A two-week audit of your HubSpot portal that ends in a prioritised action plan and a 90-day roadmap.

You pay for HubSpot. The results don't show it.

Leads go missing. Sales work outside the CRM. Reports don't match reality, and every change feels like guesswork.

In most portals the platform is fine and the set-up is the problem. The Health Check finds out exactly where, and what to fix first.

What you get

A full portal review
Settings, properties, pipelines, workflows, forms, campaigns and integrations, checked against how your business sells.
Lifecycle and funnel analysis
How contacts move from lead to customer, and where they stall.
Automation gaps
Workflows that fail, overlap or are missing, and the leads they cost you.
A sales adoption review
Whether your sales team uses HubSpot, and what stops them.
A 90-day roadmap
Every fix in priority order, with the effort and impact of each.
A walkthrough workshop
We take your team through the findings and the plan.

How it works

  1. Kick-off call

    30 minutes on your goals, your team and what's frustrating you.

  2. Audit

    About a week, with read-only access to your portal.

  3. Workshop

    We present the findings and the roadmap, and answer your questions.

  4. Handover

    You keep the full report and the plan.

After the Health Check

The plan is yours to use however suits you.

  • Deliver it with your own teamThe roadmap is written so your team can follow it.
  • Hand us specific projectsBring us in for the items you choose, and only those.
  • Keep it healthyHubSpot Guardian looks after your portal every month.

Not ready to commit? Start with the free Performance Snapshot.

Request a Health Check

Tell us about your portal and what prompted the review. We'll reply by email to arrange the kick-off call.

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