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DIAGNOSTIC MODULE 1 to 2 weeks

Lead Routing & Assignment Diagnostic

Reviews ownership rules and edge cases in how leads are routed and assigned. The outcome is reliable lead ownership.

Read-only review

Lead Routing & Assignment Diagnostic

AU$800
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1 to 2 weeks
Enquire About This Diagnostic Enquire About This Diagnostic

What this diagnostic actually does

Included

  • Client has a written assessment of their ownership rules and the edge cases where routing fails.
  • 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 your lead routing or assignment
  • 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, so every settings page in the review can be opened (we look but change nothing), needed before the access and export task
  • A named contact for the kickoff call and the findings presentation, needed before the kickoff call
  • A short description of how leads should be assigned today, needed before the kickoff call
  • A list of your sales reps, their teams and any territories or products they cover, needed before the edge case testing
  • Any tools outside HubSpot that create or assign leads (website, booking tools, CRMs), needed before the ownership rules map

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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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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