Let Claude read your HubSpot and tell you what is actually broken.
An AI-powered audit that interrogates your live portal, scores it out of 100 and hands back a prioritised fix plan you can act on. Fixed price, delivered as an executive PDF plus an interactive dashboard.
You know HubSpot is not doing what it should. You just cannot see the shape of the mess.
Deals sit in stages nobody trusts. The dashboards do not match the numbers in the room. The usual audit is a consultant clicking around for a week and handing you a deck of opinions: slow, subjective, half padding. We are a Claude partner, and this is exactly what Claude is good at: reading a large, messy system fast, and being honest about what it finds.
A scored, client-ready report with a prioritised fix plan.
Claude connects to your live portal read-only and interrogates it the way a senior consultant would, at machine speed.
Portal Health Score /100
One number for where you stand, backed by a scored breakdown across every area reviewed.
A full findings list
Every issue, quantified, with a direct HubSpot link and a recommended action. Real counts against real records.
A severity heatmap
High, medium and low, so you can argue about priorities with evidence, not opinion.
A prioritised fix plan
What to fix first, why it matters, and what it takes. Ordered by impact, not by how easy it is.
A future-state map
Where the portal should get to, and the path there.
Two formats
An executive PDF for leadership, and an interactive dashboard you can explore.
The sceptical second pass, our differentiator
AI is confident, and confidence is dangerous in an audit. So every severity tag gets re-tested. On one recent CRM audit, eight findings came back flagged High. After the second pass, five were downgraded and three survived. You get what actually matters, not a wall of red designed to look thorough.
CRM / RevOps audit
Pipelines, deal logic, lifecycle stages, data quality, properties, workflows, consent and access. For teams who want their revenue engine graded.
Website / HubSpot CMS audit
CMS structure, SEO, CRO, schema, published-versus-live content and technical health. For teams who want their site graded.
Read-only. Fast. Honest.
Connect, read-only
Claude connects through HubSpot's official connector with read scopes only. We never change a thing.
Interrogate and score
Claude works through every area, quantifies each finding against real records, and builds the score.
The sceptical second pass
Every severity tag is re-tested. Overstated findings get downgraded. Only what survives makes the report.
Deliver and walk through
You get the PDF and interactive dashboard, and we walk you through the score and the fix plan.
Real audits. Real numbers. Not opinions.
CRM audit, B2B services. 47 findings. Deal-stage probabilities off by 37.6 points. 74.1% of SQLs stuck over 180 days.
CRM audit, manufacturing. 8,114 overdue open deals (95.5%). 28,683 orphan deals. Only 9 MQLs and 83 SQLs ever recorded.
Website / CMS audit. 565 blog posts in HubSpot vs 193 live, 372 invisible. 16 of 20 priority pages carrying zero schema.
Findings like these are counts against your own data, which is why they are hard to argue with and easy to act on. 13+ years in the HubSpot ecosystem. 100+ rollouts. HubSpot Solutions Partner.
A good fit, or not right yet.
This is a good fit if
- You know HubSpot is underperforming but cannot see the shape of the mess.
- Your deals sit in stages nobody trusts and the dashboards do not match the numbers in the room.
- You want evidence and priorities, not a consultant's week of opinions.
- You want a scored, client-ready report you can act on, or hand to leadership.
- You are on HubSpot for CRM / RevOps, HubSpot CMS, or both.
This is not right if
- You are not on HubSpot, so there is no live portal to read.
- You already know exactly what is broken and just want it fixed (start with Optimisation instead).
- You want us to change your portal as part of this: the audit is read-only, execution is scoped separately.
- You want a wall of red to justify a decision already made. The sceptical second pass downgrades overstated findings.
Read-only, through the official connector.
Claude connects through HubSpot's official connector and authorises read-only scopes. We look, we score, we never change anything in your portal. The findings are counts against your own records, and you keep control of your portal throughout.
Fixed price. You know the cost before you start.
A single hub or a smaller portal.
Multi-hub, includes marketing and sales health.
A large, multi-brand portal.
The audit is the entry step. What you fix afterwards is scoped from the findings, as a fixed project, retained senior hours, or a growth retainer. You are never committed to more than the audit.
Questions we get asked.
Anything else, ask us directly. You will speak to a founder, not a form.
Speak to usHow is this different from a normal HubSpot audit?
A normal audit is a consultant's opinion after a week of clicking around. This reads your entire portal at machine speed, quantifies every finding against your real records, then runs a sceptical second pass so overstated issues get downgraded. You get evidence and priorities, not padding.
Is my HubSpot data safe?
Yes. We connect through HubSpot's official connector and authorise read-only scopes. We look, we score, we never change anything.
What does it cost and how long does it take?
Fixed price from £2,500, depending on portal size and hubs. It is fast, because Claude does the reading. You get the report and a walkthrough, not a two-week wait.
What happens after the audit?
You get a prioritised fix plan. If you want us to execute it, that is scoped from the findings as a fixed project, retained senior hours, or part of a growth retainer. No obligation to continue.
What do you actually deliver?
A Portal Health Score out of 100, a full findings list quantified against your real records with direct HubSpot links, a severity heatmap, a prioritised fix plan and a future-state map. You get it in two formats: an executive PDF for leadership and an interactive dashboard you can explore, plus a walkthrough.
What do you need from us to start?
Read-only access to your HubSpot portal through the official connector, and a short conversation about which areas matter most (CRM / RevOps, website / CMS, or both). That is it. Claude does the reading.
What if our HubSpot data is a mess?
That is the point. The worse the state, the more the audit surfaces. Messy data does not slow us down, it becomes the findings: orphan deals, overdue pipeline, missing win and loss reasons, off-base stage probabilities. You get counts against your own records, which is exactly what makes them hard to argue with.
Connect it with the rest of the system
All AI-leverage →The HubSpot Health Scorecard
Answer 8 quick questions and get an instant read on your HubSpot, out of 100, with your top three priorities. This is the same lens our AI-powered audit uses, in miniature.
Here is where your HubSpot stands today.
Your top 3 priorities
Want the full scorecard and fix plan?
Drop your details and we will send the detailed version, plus what the AI-powered audit would dig into next. No sales spam.
Thanks, it is on its way. We will be in touch personally too.