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Most HubSpot portals don’t have a lead problem. They have a visibility and process problem.

We regularly see Marketing and Sales teams investing heavily in HubSpot, yet still missing revenue due to small but critical operational gaps.

These typically show up as:

  • Leads not being followed up quickly enough

  • Deals and contacts getting stuck in lifecycle stages

  • Opportunities sitting inactive or untouched in the pipeline

  • Engagement happening without clear next steps

  • Limited visibility into where revenue is slowing down

  • Underused automation and AI capabilities inside HubSpot

Individually, these issues seem small. Together, they quietly impact revenue performance every day.

What you'll get

A clear view of where revenue is being lost inside your HubSpot portal

You’ll receive a focused diagnostic highlighting where your CRM may be underperforming, and what’s impacting revenue flow. This typically includes:

  • 4-7 key insights into your HubSpot performance

  • Where leads, deals, or opportunities are being lost or delayed

  • Visibility into where pipeline and lifecycle progression is breaking down

  • Practical quick wins to improve performance immediately

  • Prioritised recommendations based on impact

What we analyse inside your HubSpot portal

We then dig into the specific areas that drive these outcomes, including:

  • Speed-to-lead and follow-up performance

  • Deal progression and pipeline flow

  • Lifecycle stage movement and stagnation points

  • Activity vs. inactivity across opportunities

  • Reporting clarity and funnel visibility

  • Use (or underuse) of HubSpot automation and AI tools

How it works

1

Step 1

Submit your request using the form below

2

Step 2

We’ll arrange a quick 15-minute discovery call to confirm a few details around your setup and access before we begin the audit 

3

Step 3

We run a number of diagnostic tests to review your HubSpot portal setup and activity

4

Step 4

We come back with a short set of clear insights and recommendations

If we identify meaningful opportunities to improve performance, we’ll highlight them, with practical next steps you can act on.

Who is the portal audit for?

Our portal audit is designed for Marketing and Sales teams using HubSpot who want clearer revenue visibility. It’s typically most valuable for:

  • Sales leaders managing active pipelines

  • Marketing leaders responsible for lead generation and conversion

  • RevOps professionals improving CRM performance

  • Businesses using HubSpot Pro or Enterprise
  • Teams who suspect there are missed opportunities inside their CRM

If you’re responsible for revenue performance inside HubSpot, this is designed for you.

Ready to see where your HubSpot is losing revenue?

Get a clear, practical view of what’s working, what’s not, and where the biggest opportunities are hiding.

No obligation. Limited availability.