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AI tools in HubSpot are only as good as the data behind them. In 30 minutes we check your portal, then give you a health score and a short list of fixes in priority order. You keep the findings either way.
30 minutes on a video call. Free, with no obligation.
What we check
The five areas that decide whether your reports add up, and whether HubSpot’s AI tools have anything useful to work with.
Are key fields like industry, company size and owner filled in? AI can only segment, score and write from what’s on the record.
How many contacts and companies appear twice? Duplicates split history across records, so AI only sees half the picture.
Do records move through stages in a way everyone agrees on? Without clear stages, AI can’t tell a lead from a customer.
Do deal stages match how you sell, with amounts and close dates filled in? Forecasts and deal insights rely on stages people actually use.
Are connected apps syncing the right data without overwriting it? A bad sync quietly undoes your clean-up and feeds AI the wrong data.
What you get
A clear picture of where your portal stands and what to fix first, whether or not you work with us afterwards.
A health score
One score for your portal, broken down across the five areas.
Fixes in priority order
What to tackle first, and why, so effort goes where it counts.
Quick wins
Changes your team can make this week without outside help.
Findings to keep
We send you the findings after the call. There’s no obligation to buy anything.
How it works
Book a time
Pick a slot below. It takes a minute, with a few quick questions about your portal.
30-minute review
On a video call, you share your screen and we go through your portal together. We don’t need access.
Your findings
We send you the score, the fixes and the quick wins. If you want help, we’ll quote a fixed price.
Free HubSpot audit
Book your free audit
Pick a time that suits you. It’s a 30-minute video call with Will, our founder, and you keep the findings either way.
Will Andrew
Founder, HubSpot admin since 2017
James Kemp
Director of Operations & Finance, DeepStream
Questions
Is it really free?
Yes. There’s no charge and no obligation. If you’d like help with the fixes afterwards, we’ll quote a fixed price, and it’s up to you.
Do you need access to our portal?
Who runs the audit?
What do we get afterwards?
What if we’re on HubSpot Starter or Free?
What happens to our data?
