Find what's quietly draining your pipeline.

Sometimes yes, sometimes no. The fix list is yours - you can run it with me, with your in-house team, or with another partner. The audit is a standalone product that stands on its own. If the recommendation is a full implementation or a cutover from another CRM, I'll say so explicitly in the readout.

A Super Admin seat is the easiest path - I send a written spec for the seat (named, time-boxed, with audit-log visibility on my actions). If your security policy doesn't allow that, we can work with a Sales Hub Pro seat and a Reports-only seat, supplemented by screen-share sessions for anything those don't reach. Either way, no data leaves your portal.

Six dimensions (data, workflows, sales motion, reporting, integrations, security + cost), each scored on a maturity scale with concrete evidence behind every score. Each dimension has a short prose summary, the top 3-5 findings, and a list of recommended fixes ranked by impact-to-effort.

If you sign an implementation or retainer engagement within 30 days of the readout, the full audit fee credits against that engagement. If you decide not to proceed, the scorecard and fix list stay with you - usable as-is, with or without Spectage.

HubSpot's own health checks surface the obvious wins quickly - usually 60-90 minutes covering the most common misconfigurations. A Spectage audit is two to three weeks of hands-on work: it goes past the obvious into workflow logic, attribution model, integration health, and license fit, and ends with a written scorecard you can act on.