Question 1

What is a HubSpot Health Check?

Accepted Answer

A HubSpot Health Check is a one-time audit of your HubSpot portal — covering CRM data, Marketing Hub, Sales Hub, automation, and user experience — that identifies what's working, what's broken, and what to prioritize. You get a written assessment and a prioritized action plan, not just a list of settings to change.

Question 2

How much does a HubSpot audit cost?

Accepted Answer

HubSpot Health Checks start at $3,500, with final pricing (up to $5,000) based on the complexity of your portal — how many Hubs you use, how much automation is in place, and the size of your data set.

Question 3

How long does a HubSpot audit take?

Accepted Answer

REPLACE WITH YOUR ACTUAL TURNAROUND TIME

Question 4

Do I need to give you access to my HubSpot portal?

Accepted Answer

Yes. A HubSpot Health Check requires read access to your portal so I can review your properties, workflows, data quality, and configuration directly.

Question 5

What HubSpot subscription do I need to have?

Accepted Answer

A Health Check works with any HubSpot subscription tier — Starter, Professional, or Enterprise — and is customized to the specific Hubs and tools included in your plan.

Question 6

What's the difference between a HubSpot audit and hiring a HubSpot consultant?

Accepted Answer

An audit is a fixed-scope, one-time assessment that tells you what's wrong and what to prioritize. Ongoing consulting is open-ended implementation and support. A Health Check is often the first step — many clients use the findings to decide whether they need a few targeted fixes, a one-time project, or ongoing fractional support.

Question 7

Is a HubSpot audit different from HubSpot's own reporting or health tools?

Accepted Answer

Yes. HubSpot's built-in tools flag isolated technical issues, but they don't evaluate whether your setup matches how your team actually works, or catch problems that span Marketing, Sales, and Service. A Health Check looks at the whole system, including team adoption and process fit — not just configuration settings.

Question 8

What do I get at the end of a HubSpot audit?

Accepted Answer

A written findings report, prioritized recommendations (must-fix, should-fix, nice-to-have), an action plan, and a review call to walk through what it means and what to do next.

Question 9

Is this right for my company?

Accepted Answer

It's built for growing B2B companies that have used HubSpot for a while, have accumulated clutter or workarounds, and don't have the internal time or expertise to fix it themselves — but aren't sure yet whether they need a few tweaks or a bigger overhaul.

Bri Dehlinger