Make the HubSpot you already have work harder.
An AI-powered audit of your portal, a prioritised list of the fixes that actually move pipeline and conversion, then senior people to execute them, building on what you have without breaking it. For B2B teams across the US, Canada, UK and Europe.
You are already on HubSpot, but it is not paying its way.
Properties no one fills in. Workflows that error quietly. Dashboards the team stopped trusting. Reporting that cannot tell you what is driving revenue. Most of the time the problem is not HubSpot. It is a portal that grew in layers, with fixes stacked on fixes, and no one senior owning the whole picture. So it gets worked around instead of fixed, and the tool you pay for does a fraction of what it could. You do not need to start again. You need someone to see the whole system, tell you what matters, and do the work in the right order.
Honest about fit.
This is a good fit if
- You are already on HubSpot and it is not paying its way.
- Properties go unused, workflows error quietly, dashboards are no longer trusted.
- You want to know what actually matters for pipeline and revenue, not just a list of tidy-ups.
- You want a fixed-price audit you can act on however you like.
- You want fixes done by senior people, building on what you have without breaking it.
This is not right if
- You are not on HubSpot yet and need it setting up from scratch. That is Implementation.
- You want a junior admin tidying the portal by what is easy, rather than senior judgement by impact.
- You want to start again rather than build on the setup you already have.
- You only want ongoing senior hours with no diagnosis first. That is Fractional Support.
A real audit, a prioritised plan, then the fixes done.
Three parts, in order, so effort lands where it moves the numbers.
A structured portal audit
A full review across the portal, with a clear status on every item, the problems quantified, direct links into your HubSpot, and a recommended action for each one.
Account and admin review
Defaults, users, teams, seats, permissions, integrations, privacy and consent, security.
CRM setup review
Unused properties, contact and company data quality, duplicates, personas, lead scoring, unsubscribes and bounces, lists and workflows.
Marketing and sales health review
A specialist look at each, where they are in scope.
A what could take you further table
The hubs and features worth adding, why, and the priority.
A prioritised backlog and execution
What to fix first, second and third by impact, then the fixes delivered as a fixed scoped project or through retained senior hours.
See it. Prioritise it. Fix it.
Audit
A structured review across your portal, powered by our AI-powered audit so nothing gets missed. Every item gets a status, and every issue gets a count, a link and a recommended action.
Recommendations
We turn the findings into a prioritised backlog, ordered by what moves pipeline, conversion and visibility, plus a clear view of the hubs and features worth adding.
Execution
We do the work. A fixed scoped project priced from the findings, a retained block of senior hours each month, or embedded fractional support where the need is heavier.
Nothing broken
We understand upstream and downstream impact before we change anything, and build on your existing setup rather than restarting.
What we need
Access to your HubSpot portal at the right level to review the account, CRM, marketing and sales setup. For the full audit that means the hubs in scope, plus a short session on what the team relies on and where it hurts.
What you get
A structured audit with a status on every item, problems quantified with direct links into your HubSpot, a recommended action for each, a what-could-take-you-further table, and a prioritised backlog of what to fix first. Yours to act on, with or without us doing the fixes.
Portals audited and levelled up for real B2B teams.
Portal audits
Delivered for Grosvenor, Weavabel, SPARK TSL, Altlaw and Circus Street.
Executive audit
A CRM and CMS audit for B&B Press, at leadership level.
Fractional optimisation
Embedded senior support for Alchemy, three days a week on a four-month initial term.
13+ years in the HubSpot ecosystem. 100+ rollouts. HubSpot Solutions Partner. Senior-led and systems-aware, start to finish.
The audit is fixed-price. You know the cost before you commit.
A single hub or a smaller portal.
Multi-hub, including marketing and sales health.
A large multi-brand portal.
Execution is scoped from the audit findings and priced before any work starts, delivered as a fixed project, through retained hours, or as fractional senior support from around £9,800 per month.
Questions we get asked.
Anything else, ask us directly. You will speak to a founder, not a form.
Speak to usWhat is a HubSpot audit and what do I get?
A structured review of your whole portal. You get a status on every item, the specific problems quantified with direct links into your HubSpot, a recommended fix for each, and a prioritised backlog of what to tackle first. It is powered by our AI-powered audit, so the review is thorough and fast.
Do I have to buy the fixes as well as the audit?
No. The audit is a fixed-price piece of work you can act on however you like. If you want us to do the fixes, we scope and price them from the findings, as a project or through retained hours.
Will you break what already works?
No. We are senior-led and systems-aware. We understand upstream and downstream impact before we change anything, we build on your existing setup rather than restarting, and we do the right work in the right order.
How is this different from a junior admin tidying the portal?
It is senior judgement with hands-on delivery attached. We tell you what actually matters for pipeline and revenue, not just a list of tidy-ups, and we prioritise by impact rather than by what is easy.
We are not sure how bad our portal is. Where do we start?
Try the free HubSpot Health Scorecard for a quick read, then talk to us. If it points to real issues, the fixed-price audit is the natural next step.
Can you fix the portal without rebuilding it?
Yes, that is the point. We build on your existing setup rather than restarting, understand upstream and downstream impact before we change anything, and prioritise fixes by what moves pipeline, conversion and visibility.
Which HubSpot tier do we need for this?
The audit works across whatever tier and hubs you are on. We review what you actually have, then the what-could-take-you-further table flags any hubs or features worth adding, with the reason and the priority. You do not have to upgrade to be audited.
Connect it with the rest of the system
All HubSpot-native →Tell us what is holding your portal back.
Send us your portal and we will tell you what to fix first and what it will cost to put right.