Your HubSpot portal is quietly leaking deals.
We connect via a read-only private app and run our own audit engine across every property, pipeline, workflow and list — then hand you a prioritised roadmap. Nothing changed without your say-so.
Objects & Properties
Standard & custom objects, the whole property layer.
What we inspect
- Fill-rate analysis across every property (orphaned 0%-fill fields)
- Near-duplicate & redundant properties, deprecated-integration leftovers
- Field types — free-text where a dropdown belongs, dates stored as text
- Property groups, calculated & rollup properties with broken references
- Custom object sprawl and unlabeled association labels
What it surfaces
Schema sprawl, orphaned properties, and picklist fragmentation that quietly breaks reporting.
- 01Connect
Read-only, scoped access
You install a HubSpot private app with read scopes only. Discovery never requests write access. Revoke it any time, in one click.
- 02Snapshot
Point-in-time baseline
Before anything else we capture a full inventory — objects, properties, workflows, lists — as a timestamped baseline you keep. This is your undo button.
- 03Analyse
Our engine walks every component
Our own audit engine systematically inspects every property, pipeline, workflow and integration — quantifying fill rates, duplicates, fragmentation and automation health.
- 04Report
Findings + Health Score
You get a categorised findings report with a CRM Health Score and sub-scores, plus the evidence behind every finding — fill-rate tables, duplicate counts, dependency maps.
- 05Remediate
Staged, reversible fixes
Each fix is proposed, approved, applied in a controlled batch, and logged. We archive over delete and merge with primary-record rules. Nothing changes silently.
- 06Architect
Future-state roadmap
A forward architecture and governance plan — naming conventions, field-creation discipline, an audit cadence — so the portal stays clean long after we've handed it back.
It depends on your HubSpot plan and the size of your portal — the number of objects, properties, workflows and integrations all factor in. We confirm the price on the initial scoping call, before any work starts. If you then want us to implement the fixes, that's a separate engagement — but you own the roadmap either way.
A HubSpot private app with read-only scopes for the discovery phase. You install it, you can see exactly what it can touch, and you can revoke it in one click. We never request write access to analyse.
The analysis is read-only and rate-limit-aware, so it never degrades your instance. Nothing is changed during discovery. If you later approve fixes, each one is snapshotted, staged, logged and reversible.
Perfect — that's what the prioritised roadmap is for. It's specific enough for your admin to action directly. Hire us only if you'd rather we did the heavy lifting.
All of them. The audit adapts to what your subscription exposes — the deeper analysis (custom objects, sandboxes, Data Quality Studio) simply lights up on the tiers that include it.
It depends on the size and complexity of your portal. A thorough audit of a real portal is proper work — we'll give you a clear timeframe on the scoping call, then walk you through the findings before you decide what happens next.
See what's really in your HubSpot portal.
Book a short scoping call. We'll walk through your portal, agree the scope and price, and schedule your audit from there.