HubSpot Portal Audit & Tune-Up

Find what’s broken. Fix what matters. Get more out of the HubSpot you’re already paying for.

Most mid-market HubSpot portals accumulate the same problems over time: duplicate properties, dead workflows, broken integrations, inconsistent lead scoring, and reporting nobody trusts. This engagement gives you a clear, prioritized picture of what’s wrong — and the hands-on fixes to close the gaps.

How it works

Step 1 — Audit (flat fee, fixed scope)

A structured review of your HubSpot portal covering:

• Data quality & hygiene (duplicates, property sprawl, unused fields)
• Workflows & automation (dead, redundant, or conflicting logic)
• Lead scoring, lifecycle stages, and routing
• Integrations (native and third-party) and where data is leaking or out of sync
• Reporting & dashboard accuracy
• Marketing/sales alignment and adoption gaps

Deliverables: a scored findings report, a prioritized action roadmap, and a 60–90 minute findings-review call.

Step 2 — Tune-Up (hourly, scoped to your priorities)

Hands-on implementation of the audit’s recommendations — cleanup, rebuilt workflows, corrected integrations, dashboard fixes — executed in priority order so you see impact fast.

Pricing

Audit fee covers up to 15–20 hours of review and includes the findings report, roadmap, and review call.

New-client incentive:
Sign on for Tune-Up work within 30 days of your audit and receive a 50% credit of your audit fee toward your first block of hours.

Who this is for

This Resource Boxe HubSpot Audit and Tune-up is designed for mid-market B2B companies running HubSpot Professional or Enterprise who suspect their portal is underused, misconfigured, or quietly costing them pipeline — and want a clear-eyed diagnosis before committing further budget.