How healthy is your HubSpot?
I'll score your portal out of 100, show you the three biggest problems, and tell you the one thing I'd fix first. You keep the scorecard either way.
Health check Example
- 138% of contacts have no ownerhigh
- 2Paying for 9,600 contacts you never emailhigh
- 3Half your companies have no industry, so AI can't segmenthigh
What I look at
Eight checks that cover most of what goes wrong. They're the same checks as the full survey, just fewer of them.
- 1Duplicate contacts and companies
- 2Records with no owner or no lifecycle stage
- 3Contacts nobody has touched in two years
- 4Marketing contacts you pay for but never reach
- 5Workflows switched off, erroring or overlapping
- 6Super admins and two-factor login
- 7Custom properties nobody fills in
- 8Whether your data is ready for HubSpot's AI agents
How it works
1. Fill in the form or email me, and pick a time.
2. We go through your portal together on a 20-minute screen share. You drive, I look. No logins handed over.
3. Within two working days you get your score and a one-page summary.
I don't keep any of your data. If your portal's in good shape, I'll say so and that's the end of it.
Ask for your free check
Tell me a bit about your portal and I'll come back within two working days with a couple of times for the call.
I only use this to reply to you. No newsletter, no passing it on. Privacy.
Get your score
Twenty minutes, a score out of 100, and the one thing to fix first.