HubSpot Health Check
Five working days. Fixed price, paid only after results.
I go through your portal and tell you what's actually broken, what it's costing you, and what to fix first. Read only, I don't change anything in your account.
Who it's for
Companies twelve months or more into HubSpot who have stopped trusting what's in it. Reports that contradict the CRM, records that exist three times, automation nobody dares turn off.
What you get
- Findings document with severity ranking
- Prioritised fix list with effort estimates
- 45-minute walkthrough call, recorded
Data quality
What's actually in the database, and what put it there.
"How many contacts in your CRM are the same person?"
What this looks like
- Duplicate count across contacts and companies, and the pattern creating them — form variations, import formatting, or an integration
- Property inventory: what exists, what's populated, what nobody has touched in a year
- Import history review, so you know which upload caused which mess
Pipeline and lifecycle
Whether your stages mean anything.
"Can two reps look at the same deal and agree what stage it's in?"
What this looks like
- Exit criteria for every stage, written down, usually for the first time
- Where lifecycle stages move automatically and where someone is doing it by hand
- Records sitting in a stage their own activity contradicts
Automation and sync
What's running, what overlaps, and who owns each field.
"If two systems both update the same field, which one wins?"
What this looks like
- Workflow inventory: what's active, what overlaps, what writes to the same property twice
- Integration sync direction and field ownership, mapped per field
- Where a loop can form between HubSpot and Salesforce, and which side to break it on
Cleanup sprint, fixing what the health check finds. Scoped from the findings, priced per engagement.
Salesforce and HubSpot, sync repair, field ownership design, migration assessment. Priced per engagement.
