Skip Navigation or Skip to Content
Client Login Client Login
Get Started Get Started
Client Login Client Login
Get Started Get Started
Frame 2087327004
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.

Free Portal Check Free Portal Check

DIAGNOSTIC MODULE About 2 weeks

Pipelines & Stages Diagnostic

Reviews pipeline design, stage logic and forecasting readiness across the core CRM. The outcome is reliable deal flow.

Read-only review

Pipelines & Stages Diagnostic

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

What this diagnostic actually does

Included

  • Client has a written assessment of their pipeline design, stage logic and forecasting readiness.
  • 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 pipelines and stages
  • 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

  • A HubSpot user for King Henry with Partner Admin access (we only view and export, nothing is changed), needed before the data export
  • A named contact for the kickoff call and the findings presentation, needed before the kickoff call
  • A list of the pipelines your teams actively use, needed before the data export
  • A short description of what each stage means to your team, if you have one, needed before the stage logic 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.

Let's Talk Let's Talk

SEND A MESSAGE

Got a question?
Ask away.

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.
overlay bg
logo

A HubSpot Studio.

We diagnose, build, and run HubSpot for businesses that need it done properly.

Get In Touch Get In Touch
Diagnose
Launch
Improve
Apps
Resources
Company
More
© King Henry. Crafted in Australia. All rights reserved.