What is a HubSpot Health Check?

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.

How much does a HubSpot audit cost?

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.

How long does a HubSpot audit take?

REPLACE WITH YOUR ACTUAL TURNAROUND TIME

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

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

What HubSpot subscription do I need to have?

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.

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

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.

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

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.

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

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.

Is this right for my company?

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.

HUBSPOT HEALTH CHECK

Know What's Working. Know What's Not. Know What to Do Next.

Your HubSpot has a lot going on behind the scenes. Properties, workflows, integrations, automation, data, users, and processes all need to work together.

A HubSpot Health Check takes a step back and looks at the whole picture.

I'll evaluate how your HubSpot is configured, how your team is using it, and whether the system actually supports the way your business operates.

You'll walk away knowing what's working, what's not, what needs attention, and where to focus first.

The HubSpot Health Check is for you if…

The HubSpot Health Check is for B2B companies that have invested in HubSpot but don't have the time, resources, or expertise to make sure it's working the way it should.

Your HubSpot has become a little messy.

Your team isn't using HubSpot the way you expected.

You don't trust your CRM data.

Nobody really owns HubSpot.

You need an experienced second set of eyes.

You're not sure what to fix first.

Because "we'll get to it eventually" isn't a solution.

When HubSpot isn't properly maintained, small issues compound. Duplicate data makes reporting less reliable. Unused properties create confusion. Workflows continue running long after anyone remembers why they were built. Sales and Marketing develop workarounds. And eventually, people stop trusting the system.

A HubSpot Health Check gives you an objective assessment before those problems become bigger—and more expensive—to fix.

What’s Under the Microscope?

A healthy HubSpot isn't just about having the right settings turned on. It's about how your CRM, tools, data, automation, and people work together. I'll take a holistic look at your HubSpot to identify what's working, where you're running into friction, and where there's an opportunity to get more value from the platform.

Properties, record structure, data quality, duplicates, organization, and overall CRM health.
Campaigns, forms, lists, email, lead capture, AEO, social tools, ad tools, lead scoring and how your marketing tools are being used.
Sales processes, pipelines, properties, automation, and how HubSpot supports your sales team.
Workflows, automation logic, dependencies, and opportunities to simplify.
How your team interacts with HubSpot and where friction may be getting in the way of adoption.
Settings, structure, organization, and areas where the portal may not be aligned with your business.

Every HubSpot Health Check is tailored to your business and can be customized based on your HubSpot subscription and the tools available in your portal.

A HubSpot audit shouldn't leave you with a 30-page report full of technical jargon and a new list of things you're supposed to figure out yourself. You'll get a clear, practical assessment of your HubSpot and a plan for what to do with it.

The goal isn't to give you more homework. It's to give you clarity, direction, and a practical path forward.

What You’ll Get with the HubSpot Health Check

Health Check Findings
A clear assessment of what's working and where problems exist.

Priority Recommendations
I'll distinguish between must fix, should fix, and nice to have.

Optimization Opportunities
Areas where HubSpot could better support your Marketing and Sales processes.

Action Plan
A prioritized roadmap for what to tackle now, next, and later.

Review & Conversation
We'll walk through the findings together so you understand what they mean and what to do next.

What Happens Next?

The Health Check is a starting point, not a sales trap.

You may discover that your HubSpot only needs a few targeted fixes that you feel confident executing. You may realize you need help with one-time projects. Or you may decide you need ongoing support from a fractional HubSpot specialist.

Whatever the findings tell us, I'll help you understand your options. There's no obligation to continue working together.

Frequently Asked Questions

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.
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.
A HubSpot Health Check typically takes 2-3 weeks from kickoff to findings review.
Yes. A HubSpot Health Check requires a super admin seat in your portal so I can review your properties, workflows, data quality, and configuration directly. An NDA can be signed if necessary.
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.
An audit is a fixed-scope, one-time assessment that tells you what's wrong and what to prioritize. A HubSpot 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.
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.
The HubSpot Health Check is 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.

Ready to find out what's really going on with your HubSpot?

Tell me a little about your HubSpot, your team, and what's not working. I'll reach out by email to learn more and talk through whether a HubSpot Health Check is the right place to start.