What's included in an audit?

I review your portal structure, data quality, pipelines, workflows, properties, and reporting. You get a written summary of findings with prioritized recommendations — typically delivered within 1-2 weeks.

Do you offer ongoing support?

Yes. Many clients start with a one-off audit and then move to a recurring arrangement — typically a set number of hours per month for sparring, troubleshooting, and incremental improvements.

Service 02

HubSpot consultancy

Sparring partner for your operational, tactical, and strategic HubSpot questions.

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Deliverables

Process steps

Outcomes

Clear, measurable results

What you get

Outcomes

A clear picture of what's working in your HubSpot portal and what's holding you back.

Actionable recommendations prioritized by impact — not a 50-page report that collects dust.

Alignment between marketing, sales, and ops on how HubSpot should support your processes.

What's included

Deliverables

Portal audit covering data quality, workflows, pipelines, and property usage.

Prioritized list of recommendations with effort-vs-impact scoring.

Strategic roadmap for the next 3-6 months.

Hands-on sparring sessions to work through questions and decisions together.

Follow-up documentation summarizing decisions and next steps.

How it works

The process

Audit

I review your portal setup, data model, workflows, and reporting to identify quick wins and structural issues.

Strategy

Based on the audit, I develop a recommendation plan that aligns your HubSpot setup with your actual business goals.

Roadmap

We prioritize together — what to fix now, what to plan for next quarter, and what to leave alone.

Support

I stay available for follow-up questions, implementation guidance, or hands-on execution if needed.

Common questions

FAQ

See it in practice

Real-world example

HR Technology · 50–200 employees

Connecting the full customer relationship in HubSpot

I connected AIHR's customer records through a custom Account object in HubSpot, with workflows and weekly checks to keep the data linked.

Automated roll-up paths

Weekly

Account quality control

Ready to get started?

Tell me what you're working on and I'll let you know how I can help — no strings attached.

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