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DIAGNOSTIC MODULE About 2 weeks

Governance & Usage Patterns Diagnostic

Reviews feature usage and anti-patterns across the portal from a governance perspective. The outcome is lower long-term risk.

Read-only review

Governance & Usage Patterns Diagnostic

AU$960
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About 2 weeks
Enquire About This Diagnostic Enquire About This Diagnostic

What this diagnostic actually does

Included

  • Client has a written assessment of how HubSpot features are used and which anti-patterns are present.
  • 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

  • Configuration or fixes to how your team uses HubSpot
  • 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 (needed to see users, permissions and audit logs; we only view and export), needed before Access and User Export
  • A named contact for the kickoff call and the findings presentation, needed before Kickoff and Governance Concerns
  • Any naming, ownership or admin rules your team already follows, needed before the Asset Naming and Ownership 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.

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