We'll open your HubSpot
and tell you the truth.
You give us a read-only seat. A senior operator spends about 90 minutes inside your portal. Three days later, you get a written report about what's actually broken, what to fix first, and roughly how long it'll take.
That's it. No demo, no discovery call, no 40-slide deck about "digital transformation."
"The first ten portals I opened this year all had the same three problems. None of the teams knew. Fixing them is usually a week's work. Finding them is the hard part. That's what the audit is for."
Most portals aren't broken.
They're quietly leaking.
We've opened enough portals to know the pattern. Six things, more or less, in this order. See if any of them sound familiar.
Your forecast is a vibe
Deals sit in stages that don't reflect anything real. The CFO stops trusting your number. Then the board does.
Reports contradict each other
Marketing says one thing, sales says another. Two dashboards, two truths, one very awkward Tuesday.
Nobody remembers the automations
Someone built 94 workflows in 2022 and left. Now nothing can be touched because who knows what breaks.
The data quietly rots
Duplicates. Orphan companies. MQLs that were never M or Q. Every rep works around it in their own spreadsheet.
The AI stuff is decoration
You paid for Breeze. Six people have opened it. It's writing emails for pipelines that don't exist.
Nobody actually operates HubSpot
Ops is one person, part-time, drowning. Everyone else uses HubSpot the way you use a printer: with mild dread.
If two or more of these landed, the audit will pay for itself. And since it's free, that's a low bar.
Four days, from "here's the seat" to "here's what to fix."
You send us a read-only seat
Takes about 4 minutes. We'll walk you through it if you want. Nothing leaves your portal.
An operator lives in your HubSpot
Roughly 90 minutes. Someone senior. Not a checklist app, not an intern, not an AI wrapper trained on Reddit.
They write it up
Findings ranked by what's costing you money. Screenshots. Fix estimates. Written like a human wrote it, because one did.
We talk for 30 minutes
Walk you through the top three. Answer the awkward questions. No slides. If you want us to fix it, we'll say so; if you don't, we'll wish you luck.
Eight layers of HubSpot.
We look at all of them.
Most audits stop at pipeline and reporting. Those are the loud ones. The quiet ones are usually where the money actually is.
Here's a real page from a real report.
Names redacted, everything else untouched. This is one finding out of eighteen from a Series B fintech we audited in March.
Your deal stages describe what your team does, not what the buyer commits to.
Five of your seven stages are activity-based ("demo booked", "proposal sent"). Only two are buyer-commitment-based. That means the forecast is measuring your team's effort, not the deal's probability. We ran your last four quarters against it: it's off by 31% on average, and always in the same direction.
- 01New (activity)
- 02Demo Booked (activity)
- 03Demo Done (activity)
- 04Proposal Sent (activity)
- 05Verbal Yes (commitment)
- 06Contract Out (activity)
- 07Closed Won (commitment)
The full report has seventeen more like this, ranked. You get the whole thing whether or not you ever talk to us again.
A document, not a deck.
Everything below arrives as one PDF plus a shared workspace. Your team can open it and start on Monday. Nobody has to sit through a readout to understand it.
Health scorecard
One page, eight surfaces, red/amber/green. The one your CFO will screenshot.
Ranked fix list
12–24 things, ordered by what's costing you money vs how hard it is.
Evidence pack
Screenshots, workflow maps, actual report examples. So nobody argues with you.
Data model diagram
The picture of your HubSpot that probably doesn't exist anywhere else.
Workflow ledger
Every active workflow. What it does. Whether it should still exist.
Report dictionary
One page defining what 'revenue' means. Ends the Tuesday arguments.
30-min verdict call
We walk you through it. You ask the awkward questions.
Fix plan, if you want
Costed and scoped. Or use it to brief someone else. Either way.
Is this for you? Probably. Not always.
Book it
- You've been on HubSpot 6+ months and things feel off
- 10+ people use the portal every week
- Someone senior is quietly frustrated with it
- You're on Pro or Enterprise (any hub)
- The forecast, the reports, or the automations don't add up
- You're thinking about Breeze, Bitscale, or agents
Maybe another time
- You bought HubSpot last week
- You want a free hour of consulting on something else
- You're a HubSpot competitor doing recon (hi 👋)
- You have no intention of changing anything, ever
The audit was the first time in three years someone told us the truth about our HubSpot. We used their fix list as our Q2 plan. Half of it we did ourselves. The other half we asked them to do.
The questions everyone asks first.
Really free. No card, no trial, no credit toward services. The catch, if there is one: we do about three a month, and roughly one in three of them turns into an ongoing engagement with us. The other two leave with a better portal. Both are fine outcomes.
Because it's the best sales pitch we can imagine, and because we'd rather show than tell. Also because doing audits keeps us sharp; every portal teaches us something.
A senior HubSpot operator with 8+ years on the platform. Human, based in India, has broken enough portals to know where the bodies are buried. Not an intern. Not a checklist app. Not an AI wrapper.
A read-only Super Admin seat. We don't export anything. Notes stay in our internal audit workspace. Once we're done, you revoke the seat and we're gone.
Nothing. Grant the seat. Tell us who to bug for 15 minutes if we have a question. That's the whole ask.
Then you get a very short report saying you're fine, three small improvements you could make anyway, and a coffee on us. That has happened. Not often.
Yes, mutual, before we get access. We'll send ours or sign yours. No drama.
Yes, and we're happy to. But you don't have to use us for it. The report is yours; any competent HubSpot team can execute against it.
Let us open your portal.
Four days later, you'll know.
Free. No card. No pitch. Just a senior operator, your HubSpot, and a report your team can act on before the week is out.