Service 02
HubSpot Audit
A HubSpot audit is a structured review of your instance against the revenue process it is supposed to serve. We examine the data model, lifecycle stages, scoring, automation, and reporting, then hand you findings ranked by what each one is costing you. It takes about two weeks.
Most audits produce a list of settings that differ from best practice. That is not useful on its own, because best practice for a 200-person enterprise is wrong for a 30-person startup. We audit against your actual motion: how leads arrive, who touches them, what the CEO asks on Monday, and where the answer currently comes from. A finding only makes the report if we can say what it costs and what fixing it would change.
What does a HubSpot audit cover?
Five layers, in the order that problems propagate. Data model first, because everything downstream inherits its mistakes. Then lifecycle and status definitions, then scoring and routing, then automation, then reporting.
Auditing in that order matters. A broken dashboard is almost never a dashboard problem. It is usually a lifecycle stage that half the database never received, and fixing the chart without fixing the stage just moves the wrong number somewhere prettier.
- Data model: objects, properties, associations, and what is duplicated across them
- Lifecycle stages and lead status: definitions, coverage, and who actually sets them
- Scoring and routing: whether the model can drift, and whether SLAs are enforced or decorative
- Automation: overlapping workflows, conflicting enrollment, and emails nobody knows are sending
- Reporting: which metrics have one agreed definition and which have three
Why do automated emails need auditing separately?
Because nobody has the whole picture. Marketing owns some sequences, sales owns others, and customer success added a few during onboarding. Individually each one is reasonable. Together they can send the same contact four emails in a week.
We map every automated email as a single 30-day timeline per contact type. Conflicts and overlaps become visible immediately, which is usually the first time anyone has seen them laid out together.
What do you get at the end?
A findings document ordered by cost, not by severity label. Each finding states what is wrong, what it currently costs in pipeline visibility or rep time, what fixing it involves, and roughly how long that takes.
You can hand it to an internal team and act on it yourself. Plenty of clients do exactly that, and we would rather tell you honestly that you can than sell you an implementation you do not need.
Is an audit worth it if we already know the system is messy?
Usually yes, because "messy" is not actionable and a ranked list is. The common outcome is not the confirmation that things are broken. It is discovering which broken thing is actually expensive, which is rarely the one people complain about most.
The stack we build this on
References
Client work behind this service
Projects that make this concrete
Common questions
How long does an audit take?
About two weeks from access to findings. Most of that is analysis rather than meetings. We need read access to your portal and roughly two hours of conversation with whoever knows the history.
Do we have to implement the fixes with you?
No. The findings document is written so an internal team can act on it. If you want us to build the fixes we will scope them separately, but the audit is not a sales funnel with a report attached.
What if the audit says our setup is fine?
Then we say so. That has happened. You will still get the ranked findings, they will just be smaller, and you will have documentation of a system that previously lived in one person's head.
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