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DELIVERY MODULE About 2 weeks

HubSpot Portal Audit

Conduct a comprehensive audit of the existing HubSpot portal to identify issues, misconfigurations, and areas for remediation across all active hubs.

Delivery module

AU$1,120

About 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a detailed findings report covering data structure, workflows, integrations, users, pipelines, and portal settings.
Each finding is categorised by severity with a specific, actionable recommendation.
Client has a prioritised remediation roadmap showing what to fix first and estimated scope for each fix.
Client has been walked through the report and agreed on next steps.

Not included

Implementing any fixes, changes, or recommendations from the audit
Data migration, cleanup, or deduplication execution
Workflow rebuilds or new workflow creation
Ongoing portal monitoring or health checks
Full marketing audit (email deliverability, campaign performance, content analysis, SEO)
Custom object builds or modifications
Third-party platform audits (only HubSpot-side integration health is reviewed)
User training or enablement
Detailed security or compliance audit (GDPR, data residency)
API or custom code review

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to the HubSpot portal, needed before Data Structure Review
List of known pain points or areas of concern, needed before Data Structure Review
Confirmation of which hubs are active (Sales, Marketing, Service, Content, Data, Commerce), needed before Data Structure Review
List of connected integrations and what each one is for, needed before Integration Health Check
Organisational chart or team structure overview, needed before User and Permission Review
Confirmation of which pipelines are in use and what each one is for, needed before Pipeline and Deal Stage Review
Decision makers available for a one hour presentation, needed before Client Presentation of Findings

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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