HubSpot Portal Audits

The engagement

One audit. Concrete output. Stands on its own.

Most picked

Portal audit

The HubSpot Portal Audit

Typically 2-3 weeks · Fixed-bid

A structured review of an existing HubSpot portal. We open the hood, look at how the platform is actually being used, and map what's working against what's quietly costing your team time, deals, or attribution accuracy.

You get a written scorecard, a prioritised fix list with effort estimates, and a 90-minute readout with whoever needs to be in the room. No code changes inside the audit - the audit is the diagnosis, not the surgery.

Written scorecard across six dimensions
Prioritised fix list with effort estimates
90-min readout with recording
Recommended 'do this first' sequence
Audit fee credits against follow-on work (30 days)

Book discovery call

How the audit runs

Brief → Audit → Readout.

Brief

Goals + access

30-minute kickoff. We confirm what you want answered, who else needs to be in the room at readout, and which seats / integrations / processes are in scope. You provision a Spectage seat in the portal (we'll send the spec).

Audit

Two weeks inside the portal

Hands-on review of data, workflows, reports, integrations, security, license utilisation. Short interviews with 2-4 internal users. We surface issues progressively in a shared doc so you see the findings as they land, not all at the end.

Readout

90-min walkthrough + scorecard

Live walkthrough of the scorecard, the prioritised fix list, and the recommended sequence. Recording is yours to keep. The fix list is yours to act on - with us, with your in-house team, or with someone else entirely.

What we look at

The dimensions covered in every audit.

Data layer

Data hygiene + structure

→ Duplicate contact / company / deal rate
→ Property coverage on key records
→ Lifecycle stage discipline
→ Custom property bloat + naming
→ Association integrity
→ Imported data quality

Workflows

Automation surface

→ Active vs. dormant workflows
→ Goal completion vs. enrolment ratio
→ Race conditions + circular triggers
→ Error logs over the last 90 days
→ Branching complexity + maintainability
→ Test coverage before launch

Sales motion

Pipeline + scoring

→ Pipeline stage definitions vs. actual usage
→ Lead scoring signal-to-noise
→ Routing + ownership rules
→ Sequences usage by rep
→ Forecast vs. won deal accuracy
→ Coaching surface for managers

Reporting

Dashboards + attribution

→ Source attribution accuracy
→ Marketing → Sales handoff metrics
→ Numbers that match finance
→ Dashboard adoption by role
→ Report rot (broken / unused)
→ Custom report library hygiene

Integrations

Connections + sync health

→ Native apps + their failure modes
→ Make / Zapier scenarios in scope
→ Custom integration error rates
→ Idempotency + retry behaviour
→ Webhook health + alerting
→ Data parity checks

Security + cost

Permissions + license fit

→ Seat utilisation vs. cost
→ Right-tier check (Starter / Pro / Enterprise)
→ Permission roles + ex-employee access
→ Audit log review
→ Sensitive-data property handling
→ GDPR posture

Common questions

Things buyers ask before commissioning an audit.

Will the audit recommend you for the fixes?

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

Do you need admin access to the portal?

A Super Admin seat is the easiest path - we send a written spec for the seat (named, time-boxed, with audit-log visibility on our actions). If your security policy doesn't allow that, we can work from a Sales Hub Pro + Reports-only seat with screen-share sessions to cover the rest. Either way, no data leaves your portal.

What does the scorecard look like?

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 we proceed with fixes, does the audit fee get credited?

If you sign a fix-it or retainer engagement within 30 days of the readout, the full audit fee credits against that engagement. If you don't, the audit is what you paid for - and the scorecard plus fix list is still yours to use.

How does it compare to a free HubSpot health check?

HubSpot's own health checks and partner-led free audits are useful and we recommend them. They're typically 60-90 minutes and surface the obvious wins. A Spectage audit is two-to-three weeks of hands-on work plus a structured scorecard - we go past the obvious into the workflow logic, attribution model, integration health, and license fit.

Find what's broken before it costs you a quarter.