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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.

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DIAGNOSTIC MODULE 2 to 3 weeks

Portal Configuration & Technical Debt Diagnostic

Reviews legacy artefacts and hidden issues across the portal configuration. The outcome is a cleaner portal.

Read-only review

Portal Configuration & Technical Debt Diagnostic

AU$1,600
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2 to 3 weeks
Enquire About This Diagnostic Enquire About This Diagnostic

What this diagnostic actually does

Included

  • Client has a written assessment of the legacy artefacts and hidden issues in their portal.
  • 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 portal configuration
  • 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
  • Any areas of the portal you already think are cluttered or no longer used, needed before the property review
  • Names of anyone who used to build in HubSpot and has since left, needed before the account settings and connected apps 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

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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.
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