You give us a read-only seat. A senior operator spends about 90 minutes inside your portal. Three days later, you get a written report about what's actually broken, what to fix first, and roughly how long it'll take.
That's it. No demo, no discovery call, no 40-slide deck about "digital transformation."
"The first ten portals I opened this year all had the same three problems. None of the teams knew. Fixing them is usually a week's work. Finding them is the hard part. That's what the audit is for."
We've opened enough portals to know the pattern. Six things, more or less, in this order. See if any of them sound familiar.
Deals sit in stages that don't reflect anything real. The CFO stops trusting your number. Then the board does.
Marketing says one thing, sales says another. Two dashboards, two truths, one very awkward Tuesday.
Someone built 94 workflows in 2022 and left. Now nothing can be touched because who knows what breaks.
Duplicates. Orphan companies. MQLs that were never M or Q. Every rep works around it in their own spreadsheet.
You paid for Breeze. Six people have opened it. It's writing emails for pipelines that don't exist.
Ops is one person, part-time, drowning. Everyone else uses HubSpot the way you use a printer: with mild dread.
If two or more of these landed, the audit will pay for itself. And since it's free, that's a low bar.
Takes about 4 minutes. We'll walk you through it if you want. Nothing leaves your portal.
Roughly 90 minutes. Someone senior. Not a checklist app, not an intern, not an AI wrapper trained on Reddit.
Findings ranked by what's costing you money. Screenshots. Fix estimates. Written like a human wrote it, because one did.
Walk you through the top three. Answer the awkward questions. No slides. If you want us to fix it, we'll say so; if you don't, we'll wish you luck.
Most audits stop at pipeline and reporting. Those are the loud ones. The quiet ones are usually where the money actually is.
Names redacted, everything else untouched. This is one finding out of eighteen from a Series B fintech we audited in March.
Five of your seven stages are activity-based ("demo booked", "proposal sent"). Only two are buyer-commitment-based. That means the forecast is measuring your team's effort, not the deal's probability. We ran your last four quarters against it: it's off by 31% on average, and always in the same direction.
The full report has seventeen more like this, ranked. You get the whole thing whether or not you ever talk to us again.
Everything below arrives as one PDF plus a shared workspace. Your team can open it and start on Monday. Nobody has to sit through a readout to understand it.
One page, eight surfaces, red/amber/green. The one your CFO will screenshot.
12–24 things, ordered by what's costing you money vs how hard it is.
Screenshots, workflow maps, actual report examples. So nobody argues with you.
The picture of your HubSpot that probably doesn't exist anywhere else.
Every active workflow. What it does. Whether it should still exist.
One page defining what 'revenue' means. Ends the Tuesday arguments.
We walk you through it. You ask the awkward questions.
Costed and scoped. Or use it to brief someone else. Either way.
The audit was the first time in three years someone told us the truth about our HubSpot. We used their fix list as our Q2 plan. Half of it we did ourselves. The other half we asked them to do.
Really free. No card, no trial, no credit toward services. The catch, if there is one: we do about three a month, and roughly one in three of them turns into an ongoing engagement with us. The other two leave with a better portal. Both are fine outcomes.
Because it's the best sales pitch we can imagine, and because we'd rather show than tell. Also because doing audits keeps us sharp; every portal teaches us something.
A senior HubSpot operator with 8+ years on the platform. Human, based in India, has broken enough portals to know where the bodies are buried. Not an intern. Not a checklist app. Not an AI wrapper.
A read-only Super Admin seat. We don't export anything. Notes stay in our internal audit workspace. Once we're done, you revoke the seat and we're gone.
Nothing. Grant the seat. Tell us who to bug for 15 minutes if we have a question. That's the whole ask.
Then you get a very short report saying you're fine, three small improvements you could make anyway, and a coffee on us. That has happened. Not often.
Yes, mutual, before we get access. We'll send ours or sign yours. No drama.
Yes, and we're happy to. But you don't have to use us for it. The report is yours; any competent HubSpot team can execute against it.
Free. No card. No pitch. Just a senior operator, your HubSpot, and a report your team can act on before the week is out.
