We're thrilled to announce GSI's acquisition of Flawless Inbound, a Diamond HubSpot Solutions Partner. Learn more.
Is Your HubSpot Actually Set Up Correctly?
Most companies using HubSpot are leaving significant value on the table — through data quality issues, broken automations, underused features, and misaligned reporting. Our HubSpot Audit gives you a clear picture of where you stand and exactly what to fix.
Signs Your HubSpot Needs an Audit
If any of these sound familiar, your portal likely has underlying issues that are costing you leads, accuracy, and team adoption.
- Your dashboards don't match what sales is actually closing
- Contacts are duplicated or have missing/incorrect properties
- Workflows are running but you're not sure what they're doing
- Your team doesn't trust the data and uses spreadsheets instead
- Leads fall through the cracks between marketing and sales
- Your lifecycle stages don't reflect your actual buying process
- You're paying for features you've never turned on
- Emails are going to the wrong contacts or not sending at all
- You inherited the portal from a previous admin and don't know what's in it
What an audit will tell you
Our audit delivers a structured report across every major area of your portal, with a priority-ranked action plan so you know exactly what to fix first.
Duplicate rate, missing properties, enrollment errors, and data governance gaps
Active workflows audited for logic errors, dead branches, and conflicts
Do your stages reflect reality? Are handoffs automated and ownership clear?
Are dashboards tracking the right metrics? Is attribution set up correctly?
Which paid features are you not using? What quick wins are sitting unused?
You Get a Report — Not Just a List of Problems
Every audit results in a prioritized action plan with clear recommendations, effort estimates, and a path forward — whether you fix it yourself or engage us to do it.
Detailed Audit Report
A structured document covering every area audited — data quality, automations, reporting, and feature utilization — with findings and context for each issue.
Prioritized Action Plan
Issues ranked by impact and effort — so you tackle the things that matter most first, whether that's fixing broken workflows or cleaning up duplicates.
Readout Session
A live walkthrough of the findings with your team, so you understand every recommendation and can ask questions before deciding on next steps.
Audit findings often lead to one of three paths:
You implement the fixes yourself using our action plan — or you engage us for a HubSpot Project Rescue (if the issues are significant) or SpotOn Managed Services (if you want ongoing optimization). Either way, you leave with clarity.
Request Your HubSpot Audit
Fill out a quick form and a member of our team will reach out within one business day to scope your audit and get you on the calendar.
- Completed in 5–10 business days
- No HubSpot downtime or disruption to your team
- Read-only portal access required — nothing is changed without your approval
- Clear, jargon-free findings your whole team can understand
For portals with significant issues that need a hands-on fix — not just a report.
Ongoing HubSpot optimization, admin, and RevOps on retainer after the audit.
Starting fresh or adding a new Hub after the audit reveals gaps.
Interested in our HubSpot Professional Services?
Fill in the form below to let us know you're interested and we'll be right with you to find the HubSpot solution that works best for your unique business requirements.
*Filling in this form will pass your information to a representative at Flawless Inbound, a GSI subsidiary company.