HubSpot

Audit & optimisation

Find out what HubSpot is costing you.

"We have HubSpot - we're just not getting value from it." We hear this a lot. A portal audit tells you exactly what's underused, what's broken, and what to fix first - with no obligation to work with us afterwards.

Sound familiar?

  • Duplicate contacts and broken workflows everywhere

  • No one internally remembers why a workflow exists

  • Reports and data no one trusts

  • Paying for Hubs your team doesn't use

Why Fresh

  • HubSpot Solution Partner
  • We only work with industrial and technical B2B
  • A roadmap you can act on with us or in-house
Signs your HubSpot needs an audit

Why a HubSpot audit is needed in industrial markets

Most portals aren't broken - they're just neglected. Here's what that usually looks like.

Nobody owns it

HubSpot was set up years ago by someone who left. No one's confident touching it since.

Data you can't trust

Duplicate contacts, dead properties and inconsistent lifecycle stages make reporting guesswork.

Forgotten workflows

Automation built for a campaign that ended two years ago is still quietly running in the background.

Sales don't use it

If the CRM is more admin than help, reps route around it - and your pipeline visibility goes with it.

Unused Hubs

Marketing, Sales or Content Hub sitting on a tier you're not making use of - costing more than it earns.

No ROI measurement

Without clean attribution, you can't tell what HubSpot is actually contributing to the business.

What we deliver

From findings to fixed problems.


Start with a health check, then decide how far you want to take it.

Deliverable
What it means
Portal health check
A focused review of your CRM structure, key workflows and reporting - with a short list of headline findings.
Full technical audit
Deep-dive review across CRM, Marketing Hub, Sales Hub and Content Hub, with a prioritised roadmap ranked by impact and effort.
Quick wins
A focused short sprint fixing the highest-impact issues from your audit - data cleanup, key workflow rebuilds, reporting fixes.
Ongoing optimisation
If required, monthly reviews and refinements so your instance keeps improving instead of quietly degrading again.
Our process

No lengthy commitment - just a clear picture of where you stand..

1

Discovery

A call to understand what's bothering you about your current setup, who uses HubSpot, and what "good" would look like.

2

Portal review

We get access and go through CRM structure, key workflows, reporting and the Hubs you're paying for - line by line.

3

Findings report

A clear, jargon-free write-up of what's working, what's not, and what's costing you time or money right now.

4

Roadmap

Every finding ranked by impact and effort, so you know exactly what to fix first - whether that's with us or in-house.

FAQs

Questions about HubSpot audits.


Can't find your answer? Just ask us directly.

Do you need admin access to our HubSpot?

Yes, for the full technical audit - read access is enough for us to review structure, workflows and data quality.

How long does a full audit take?

Typically 2-4 weeks from getting access to delivering the findings report and roadmap.

Can you implement the fixes?

Yes - either as a focused  quick optimisation sprint or an ongoing retainer, whichever suits the scale of what we find.

What if our HubSpot is already in decent shape?

We've never audited a portal with nothing to improve - but if the foundations are solid we'll say so, and the roadmap focuses on refinement and growth rather than repair work you don't need.

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Ready to see what to fix?

A clear, prioritised picture of what your HubSpot portal is costing you - and what to do about it.

Book a call See our work