Who it's for
Paying for HubSpot but not confident you’re getting full value from it
No major disasters — but best practices haven’t been followed, the data isn’t clean, and half the features go unused
Want a clear picture of where you stand and what to fix first, without committing to a larger engagement
What’s included
4
Deliverables
Best practices review
Your HubSpot instance evaluated against setup and configuration best practices — what’s working, what’s misconfigured, what’s missing entirely.
Data hygiene assessment
Contacts, companies, and deals reviewed for duplicates, missing fields, inconsistent values, and records that shouldn’t be there.
Utilization review
A look at which HubSpot tools and features you’re licensed for versus actually using — and where the gaps are costing you.
Prioritized remediation roadmap
Everything surfaced, ranked by impact. You’ll know what to fix first, what to fix next, and what can wait.
What you walk away with
A clear, prioritized picture of where your HubSpot stands - what's healthy, what's broken, and what to do about it. A starting point for any HubSpot investment that follows.