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Not Sure Your HubSpot Is Working as Well as It Should?

Get a free 30-minute HubSpot review with honest insights and practical next steps.

DIAGNOSTIC MODULE 2 to 3 weeks

Data Architecture & System Boundaries Diagnostic

Reviews source of truth and data ownership across connected systems. The outcome is clear system boundaries.

Read-only review

Data Architecture & System Boundaries Diagnostic

AU$1,600
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2 to 3 weeks

What this diagnostic actually does

Included

  • Client has a written assessment of the source of truth and data ownership across their connected systems.
  • Risks and issues are identified, with context on why each one matters.
  • Recommendations are prioritised, with a clear next step for any follow-on work.

Not included

  • Moving data or changing how systems connect
  • Data changes, cleanup or deduplication
  • Automation builds
  • Training or enablement
  • Support-style troubleshooting
  • Ongoing advisory
  • Areas of HubSpot outside this module (scope does not expand beyond what you selected)

How it runs

01
Kickoff
We confirm what we're looking at and sort out the read-only access we need, so there's no delay once work starts.
02
Review
We go through your portal against the scope we agreed, without changing anything.
03
Report
You get the findings in writing, with the most important fixes listed first.

What we need from you

  • Partner Admin access to HubSpot for King Henry (we only view and export, nothing is changed), needed before Access and Data Export
  • A named contact for the kickoff call and the findings presentation, needed before Kickoff and System Inventory
  • A list of the other systems that hold customer data alongside HubSpot, and who looks after each one, needed before Kickoff and System Inventory
  • Contact details for whoever built any middleware or custom integration, needed before the Connected App and Sync Review

A written report of what we found in your portal, with the most important fixes listed first. We don't change anything while we're diagnosing.

It depends on the diagnostic. Check the timeline shown above for this one, and we confirm timing once scope and access are agreed.

Yes. If you want us to fix what a diagnostic finds, we scope the fixes as separate modules.

Need Help? We're Just a Message Away

Want this diagnostic in your scope?

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

SEND A MESSAGE

Got a question?
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Got a question, an idea, or something in HubSpot that isn’t behaving? Send us a note and we’ll give you a straight answer even if the answer isn’t us.

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