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Suspect your HubSpot can do more but don’t know where to start? A portal audit gives you an independent expert view: what’s working, what’s broken, and what you’re leaving on the table. With recommendations ranked by impact, not a vague ‘this needs work.’
HubSpot Partner since 2018
You’ve had HubSpot for years, the licenses get paid every month, and the question ‘are we getting the most out of this?’ stays unanswered. It usually gets asked by a new manager inheriting the portal from someone else. You can’t answer it from your desk, because the problems hide inside: in the data, in the workflows, and in what the team actually uses.
The person who set up HubSpot is gone, and there’s no documentation. The portal is a black box: nobody knows why things are configured the way they are, or how to change anything without breaking it.
You’re paying for Professional or Enterprise licenses and using them like an expensive spreadsheet. Lead scoring isn’t set up, nobody knows the sequences, and custom reports are still on the ‘we’ll build those someday’ list.
Duplicates, unfilled key fields, lifecycle stages nobody ever properly defined. Reports are unreliable because the data underneath them can’t be trusted.
Somewhere in your portal there are workflows, and there are more of them than you think. Some work, some are broken, and some were built years ago for a campaign nobody remembers anymore. What do they actually do? Good question.
None of this is a HubSpot problem. These are problems with how it was implemented and maintained. And those can be fixed. But you can’t treat what you haven’t diagnosed: until you know exactly what’s broken, every fix is a shot in the dark.
You’re starting as the new marketing or sales manager. You’ve inherited a HubSpot portal, three years of history, and zero documentation. Leadership wants to know if the licenses are paying off, the team complains that ‘it doesn’t work,’ and you have no way to judge who’s right.
You can spend six months investigating it yourself, or bring in someone who knows exactly where to look.
The first step isn’t rebuilding anything. The first step is finding out what you actually have.
A HubSpot portal audit, also known as a HubSpot health check or CRM audit, is an expert diagnostic that shows exactly where HubSpot is holding your growth back: data, pipeline, automation, reporting, and team adoption. We go through your portal area by area and turn the results into a findings report with clearly prioritized recommendations. Audit is the diagnostic discipline within our strategy practice: understand first, only then change.
The free Buldok GTM Score is a self-serve diagnostic of your entire revenue system, tool-agnostic. A portal audit is deep expert work on your specific HubSpot.
A short call about what’s bothering you, how you use the portal, and what you expect from the audit. We sign an NDA so your data stays between us.
We access your portal with read-only permissions. During the audit, we change nothing, delete nothing, and break nothing. Your team keeps working without interruption.
We go through data, automation, sales process, reporting, adoption, and permissions. We document every finding: what’s broken, what’s missing, and what’s sitting unused.
At the closing meeting, you get a findings report with recommendations and clear priorities. You can use it whether you hand the fixes to us or handle them yourself.
Reports, automation, and decisions all rest on data. That’s why the audit starts there: how complete it is, how consistent, and how well the portal’s structure matches how your company actually sells.
Duplicate contacts and companies, unfilled key fields, invalid emails, stale records. We show you where the data debt comes from and how it shows up in the reports you look at.
Custom fields, lifecycle stages, and object associations. We check whether the model makes sense or whether it grew in layers with no unifying intent.
Workflows and pipeline are where years of edits pile up the fastest. The audit separates automations that help you from ones that hurt you or just run idle.
We go through both active and forgotten workflows: which ones work, which are broken, which overwrite each other. Each gets a verdict: keep, fix, or turn off.
We check your deal stages, the criteria for moving between them, and the points where deals get stuck. A pipeline should show reality, not wishful thinking.
Dashboards full of charts don’t automatically mean clarity. The audit checks whether your reports measure what you think they measure, and whether you can actually make decisions based on them.
We map out which reports the team actually uses, which show misleading numbers because of bad data, and which key questions have no report at all.
The most expensive HubSpot feature is the one you pay for and nobody uses. The audit shows how the portal actually lives: who works in it, what they use, and who has access to what.
We compare the Hub tiers you’re paying for against what the team actually uses. We find features that would help you but sit turned off, and licenses you might not need.
We check user roles, admin rights, and two-factor authentication. We surface former colleagues’ accounts and permissions nobody ever cleaned up.
The audit’s output isn’t a slide about ‘room for improvement.’ It’s a document you can start acting on the next day.
Here’s what we typically find: 60 % of HubSpot tools sit unused on average, 70 % of CRM data degrades every year without ongoing maintenance, and 40 % of reviewed workflows are broken or doing duplicate work.
What’s working, what’s broken, and what’s missing, area by area. The report also doubles as the portal documentation you’ve been missing.
Every recommendation is prioritized by business impact: quick fixes for the first few weeks and bigger interventions worth a project of their own. You can start acting on the plan immediately, no matter who ends up building it.
Reports, automation, and decisions all rest on data. That’s why the audit starts there: how complete it is, how consistent, and how well the portal’s structure matches how your company actually sells.
Duplicate contacts and companies, unfilled key fields, invalid emails, stale records. We show you where the data debt comes from and how it shows up in the reports you look at.
Custom fields, lifecycle stages, and object associations. We check whether the model makes sense or whether it grew in layers with no unifying intent.
Workflows and pipeline are where years of edits pile up the fastest. The audit separates automations that help you from ones that hurt you or just run idle.
We go through both active and forgotten workflows: which ones work, which are broken, which overwrite each other. Each gets a verdict: keep, fix, or turn off.
We check your deal stages, the criteria for moving between them, and the points where deals get stuck. A pipeline should show reality, not wishful thinking.
Dashboards full of charts don’t automatically mean clarity. The audit checks whether your reports measure what you think they measure, and whether you can actually make decisions based on them.
We map out which reports the team actually uses, which show misleading numbers because of bad data, and which key questions have no report at all.
The most expensive HubSpot feature is the one you pay for and nobody uses. The audit shows how the portal actually lives: who works in it, what they use, and who has access to what.
We compare the Hub tiers you’re paying for against what the team actually uses. We find features that would help you but sit turned off, and licenses you might not need.
We check user roles, admin rights, and two-factor authentication. We surface former colleagues’ accounts and permissions nobody ever cleaned up.
The audit’s output isn’t a slide about ‘room for improvement.’ It’s a document you can start acting on the next day.
Here’s what we typically find: 60 % of HubSpot tools sit unused on average, 70 % of CRM data degrades every year without ongoing maintenance, and 40 % of reviewed workflows are broken or doing duplicate work.
What’s working, what’s broken, and what’s missing, area by area. The report also doubles as the portal documentation you’ve been missing.
Every recommendation is prioritized by business impact: quick fixes for the first few weeks and bigger interventions worth a project of their own. You can start acting on the plan immediately, no matter who ends up building it.
you suspect there are problems but can’t pin them down or prioritize them
you’re inheriting a portal from someone else and need to know what you actually have
you’re paying for Professional or Enterprise licenses and don’t know how much you actually use
you don’t trust your reports and want an objective expert assessment, not internal guesswork
you’re planning a bigger investment in HubSpot and want to know the state of the foundations first
you already know exactly what’s broken and want it fixed - go straight to portal optimization
your portal just went through onboarding - diagnostics make sense only after a few months of real use
you’re looking for ongoing portal care, not a one-time diagnostic - that’s HubSpot management
you’re not looking for a fixed diagnostic product but open-ended advice - that’s HubSpot consulting
Do you know how many of the HubSpot features you’re paying for your team actually uses?
Do you trust the numbers in your reports enough to make decisions on them?
Could you explain what every one of your workflows does and why?
In four steps: a kickoff call about your context and expectations, signing an NDA, a deep portal review with read-only access, and a closing meeting where you get a findings report with prioritized recommendations.
It depends on the size of your portal and the number of Hubs. We’re talking weeks, not months, and you’ll get an exact timeline upfront on the kickoff call. The audit doesn’t restrict your team in any way: you keep using the portal without interruption.
We offer the entry-level portal audit for free. If it surfaces a need for deeper diagnostics or follow-up work, you’ll get a clearly defined scope and price upfront. Nothing starts without your approval.
No. We work exclusively with read-only access: we change nothing, delete nothing, and turn off no workflows. Any actual change comes after the audit, based on the recommendations and with your approval.
The Buldok GTM Score is a free self-serve diagnostic: 28 questions about your entire revenue system, independent of any tool. A portal audit is expert work on your specific HubSpot: real data, real workflows, concrete findings.
The GTM Score tells you where your system is holding you back. The audit tells you exactly what needs fixing inside your portal.
Yes, and that’s exactly where an audit delivers the most value. An independent perspective matters most where a former colleague, a different agency, or years of ad hoc changes shaped the portal. We assess the state, not who built it.
That’s up to you. You can act on the findings report’s recommendations internally, with your current provider, or with us: as a one-time portal optimization project, or ongoing through HubSpot management. The report is written to work with any of these paths.
Get an independent look at your portal. We’ll tell you honestly what’s working, what needs fixing, and what you can safely leave alone, with priorities you can act on right away.