A read-only diagnosis of your HubSpot data, in three business days.
Contacts, Companies, and Deals scored against a fixed checklist. You get a PDF report and a video walkthrough of what to fix first. We never change your portal.
$990prepaid · flat
Read-only
PDF + video walkthrough in 3 business days
Diagnosis only
Not a HubSpot partner
Scope
- Duplicates. Contacts by normalized email and name; companies by domain and name; top clusters.
- Fill rates. Lifecycle stage, original source, owner, company association, and up to three ICP properties you name.
- Lifecycle and lead status. Blank, skipped, or conflicting stages; lead status doing lifecycle's job.
- Pipeline hygiene. Open deals past close date, blank amounts, stuck stages, lost deals with no reason.
- Orphans and cross-object conflicts. Records with no associations; customers with no closed-won deal.
- Property sprawl and stale contacts. Unused custom properties; inactive and billable marketing contacts.
- Roadmap. Top ten fixes ranked by impact and effort with an owner role and a 30/60/90 window.
Not included: cleanup, merges, workflow or property changes of any kind. This is diagnosis only.
Not a fit: HubSpot Starter or free portals. The checklist assumes Professional or Enterprise.