Find what's silently breaking your HubSpot portal.
Unlock the full potential of HubSpot tools and learn how to use them effectively.
200+
Enterprise portals audited across real estate, manufacturing, finance & healthcare
72h
Written report turnaround from senior HubSpot architects, not interns
$2.4M+
Pipeline recovered for clients through workflow & attribution fixes
20yrs
CRM architecture experience — HubSpot Gold Partner since 2018
Every corner of your portal, read end-to-end.
One OAuth connection. Thirteen interlocking modules. Real metrics from your live data — not generic checklists.
Portal Health Overview
Single composite score derived from all 12 subsystems with severity-weighted findings.
Contacts & Identity
Duplicates, missing emails, fake records, lifecycle drift, source attribution gaps.
Companies & Accounts
Domain matching, industry enrichment gaps, ABM segmentation health, parent-child links.
Deals & Pipeline
Stale deals, missing close dates, pipeline velocity, stage probability drift, lost-deal audit.
Tickets & Service
SLA breaches, unassigned queues, response time, customer satisfaction signal gaps.
Lists & Segmentation
Empty lists, list bloat, abandoned active lists, segmentation logic conflicts.
Tasks & Activity
Overdue tasks per rep, completion rate, ghost tasks, activity-to-deal correlation.
Governance & Access
Super-admin sprawl, dormant users, role hygiene, team-pipeline access matrix.
Workflows & Automation
Orphaned workflows, infinite loops, paused-and-forgotten flows, performance hot-spots.
Forms & Capture
No-submission forms, conversion drop-off, duplicate form logic, hidden-field abuse.
Data Hygiene & Properties
Unused properties, fill-rate collapse, naming inconsistency, formula property failures.
Owners & Workload
Workload imbalance, deactivated-owner records, round-robin failures, territory drift.
— HOW IT WORKS
Four steps. Zero risk. One honest read of your portal.
From OAuth to written executive summary, the whole engagement runs in days — not weeks.
STEP 01
Connect via OAuth
One click connects your HubSpot portal in read-only mode. We never write, never sync, never copy data out of HubSpot.
STEP 02
Automated scan runs
140+ checks fire across 13 objects.
You watch progress live. Larger
portals get directed to a human-
paced engagement.
STEP 03
Senior architect review
A real HubSpot architect — not a script — reads your findings, prioritizes the top 10, and writes the executive summary.
STEP 04
Written report & call
You receive a downloadable PDF, a workshop call with the architect, and a prioritized 90-day remediation roadmap.
— SAMPLE REPORT
The first 10 findings — before we even open Excel.
Below is the kind of severity-tagged finding list every audit produces. Real customers, real portals, real numbers — names changed.
4 active workflows enrolling 0 contacts in 90 days
17.4% of open deals have no close date set
1,847 contacts marked SQL but never assigned an owner
9 super-admins, 4 dormant > 180 days
312 custom properties, 78 with < 1% fill-rate
Executive Summary
acme-growth-hub · 24891xxxx
Total contacts
147,302
Duplicate contacts
8,217 (5.6%)
Active workflows
142
Workflows w/ 0 enrolls 90d
31 (21.8%)
Open deals · stale >60d
$1.2M
Custom properties
312
Properties · fill-rate <1%
78
Forms · zero submissions 90d
14
Estimated pipeline at risk
$1.4M
Remediation effort
Health Score
67 / 100
We'd built our HubSpot portal over five years. Arissa's audit found the three workflows silently killing our pipeline in 90 minutes. The report paid for itself by Tuesday.
Maya Iyer
VP RevOps · Harbor & Finch (HubSpot Enterprise, 140 seats)
— Common questions
The same five questions, every time.
One OAuth connection. Thirteen interlocking modules. Real metrics from your live data — not generic checklists.
Yes, the automated scan and 13-section report are free. We make our money when clients ask us to fix the things we find — but there’s no obligation. About a third of audited portals never become paid engagements, and that’s fine. The audit itself stands on its own.
We use HubSpot’s standard OAuth with read-only scopes for contacts, companies, deals, tickets, lists, properties, owners, workflows, forms, and engagements. No write access. No data leaves your portal — we compute aggregates and findings, store only metadata, and you can revoke access from your HubSpot account in one click.
For very large portals (typically 20k+ in any object), automated real-time scanning would push HubSpot’s API limits, so we route you to a human-paced engagement instead — same 13 sections, same depth, just run by an architect over 3-5 business days rather than in 60 seconds. You’ll see a kickoff form on launch instead of the live scan.
A senior HubSpot architect from our team — minimum five years of HubSpot consulting experience, usually a former HubSpot in-house solutions engineer or a HUG/INBOUND speaker. The automated scan generates the raw findings; the human writes the prioritization, the executive narrative, and the 90-day roadmap.
— Start the audit
Your HubSpot has opinions. Let's hear them.
Free, automated, read-only. Senior-architect written summary in 72 hours — or we eat the engagement.
Get Your Free HubSpot Portal Audit
Or call directly +1 (302) 404-2147