Book a free consultation
Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

HubSpot Portal Audit

I check what works in your portal, what gets in your team’s way and what you pay for but don’t use. You get a prioritized fix list and a repair plan estimated in hours.

Book a free consultation

When it makes sense to talk

A report nobody trusts

Leadership gets a dashboard, and the reps say the numbers are wrong.

A database full of duplicates

The same company saved three different ways, and contacts with no owner.

A portal built by someone who left

Nobody knows what half the properties and workflows are for, so the team works around the system.

What I check in your portal

Pipelines and stages

Whether the stages reflect how you sell today, and where deals sit untouched for months.

Database and properties

Duplicates, contacts with no company and properties nobody fills in.

Workflows

Automations that duplicate each other or work against each other.

Reports

Which properties feed each dashboard, and whether anyone fills them in.

Integrations and permissions

What is connected to the portal and who has access to the data.

License

Paid features nobody uses.

How the audit works

  1. 1

    Free consultation30 minutes

    You tell me what isn’t working or what is missing. I tell you where to start.

  2. 2

    Reverse demoWhen it makes sense

    Your team shows me how they work in the portal day to day. That shows me how your process really runs.

  3. 3

    Portal reviewNo changes to your portal

    I go through all six areas and log every finding. I change nothing during the review.

  4. 4

    Fix list and walkthroughThe document is yours

    Every issue has a priority, and the repair plan is estimated in hours. We go through the list together and agree on the order.

  5. 5

    Fixes and ongoing supportPer the list

    Your team makes the fixes, or I do. After that we work together on demand or on a retainer.

Who you'll work with Gracjan Kasprzyk, Spectage

Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals
50+
New implementations and cleanups of existing ones
Migrations
15+
Full migrations from other CRMs
Teams
Dozens
Sales, marketing and service teams trained
Consulting
Hundreds
Hours of hands-on work with clients in HubSpot
Book a free consultation

Questions before an audit

What do I get after the audit?

A prioritized list of issues, a repair plan estimated in hours and the HubSpot tools worth using. We go over the results together, and the document is yours.

Do you need access to our portal?

Yes. We agree on the permission level before we start, and I change nothing during the review.

Could we lose data in the cleanup?

Properties nobody fills in get archived first, so they can come back if needed. Before any larger change, I back up the data.

Wouldn’t it be easier to start a new portal?

Almost never. A new portal means migrating the same data all over again. Cleaning up what you have is usually enough.

Do you audit portals someone else set up?

Yes, that’s common. I also document what works well, so nobody breaks it during the fixes.

How much do the audit and fixes cost?

We set the audit scope on the consultation. Every item in the repair plan has an hour estimate, so you know what you are paying for before you commit to anything.

Let's talk about your portal

Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk