Find out what your HubSpot portal is costing you.
A specialist reviews your portal against our B2B optimisation model and shows you exactly what to fix first.
Pick a time that suits you
What does a HubSpot audit check?
Duplicates, missing properties, contact tier costs.
Whether stages reflect how you actually sell.
Fit and engagement scoring against your ICP.
Stages, required fields and stuck deals.
Workflows, sequences and task queues.
Attribution and the dashboards leaders trust.
Aircall, Firmable, finance and your other tools.
Where AI agents can take work off your team.
What will I receive?
A written report with your Portal Health Assessment, the top issues ranked by impact, and recommendations on how to solve those issues. You keep the report whether you decide to work with us or not.
What happens after I request an audit?
Your goals and where HubSpot is falling short.
We map your business to the B2B model.
Our specialist team audits your portal via certified HubSpot Partner access.
A Director walks you through your Portal Health Assessment and fix list and, if it makes sense, a custom demo specific to your use cases.
Ready to act? We turn the findings into a fixed-scope SOW or ongoing retainer options to suit your needs. No obligation to proceed.
Watch the Asset Vision video
“The biggest difference is now we can act on our data with confidence.”
Audit FAQs
Is the HubSpot audit really complimentary?
Yes. There's no cost and no obligation. You keep the findings report and recommendations whether or not you work with us. We offer it because it's the clearest way to show how we think and what your portal could be doing.
What does the Portal Health Assessment cover?
Eight areas: data quality, lifecycle and lead status, lead scoring, pipelines, automation, reporting, integrations and AI readiness. Each is assessed against our B2B optimisation model using your own portal data, so the findings reflect your business, not a generic checklist.
What will I receive at the end?
A written report with your Portal Health Assessment, a fix list ranked by revenue impact and recommendations on how to solve those issues, presented by a Director, with a custom demo for your use cases if it makes sense.
How long does the audit take?
We start with a 30-minute discovery call and a 30-minute strategy session. Your findings are ready within 15 business days of the strategy session, then presented in a 60-minute findings and recommendations session.
Who carries out the audit?
A HubSpot specialist reviews your portal in detail, and a BookedUp Director reviews the findings and presents them to you.
What access do you need to my portal?
We request partner access to your HubSpot portal, which you control and can remove at any time. During the audit we only review your setup. We don't change anything.
Which HubSpot hubs and plans do you audit?
Sales, Marketing, Service, Content, Data and Revenue Hub, from Starter through to Enterprise, plus connected tools such as Aircall and Firmable.
Can you sign an NDA before the audit?
Yes. If your business needs one, send it through before we request access and we'll sign it before the review starts.
What happens if I want help fixing things?
We turn the findings into a fixed-scope SOW or ongoing retainer options to suit your needs, with clear deliverables. Pricing is confirmed in the proposal, and you're under no obligation to proceed.