Find out where your HubSpot architecture no longer fits the way your business sells.
Our HubSpot Portal Audit starts at £500 for CRM + one Hub and gives you a prioritised roadmap for what to retain, repair or redesign.
A HubSpot portal can look busy and still be structurally wrong. The issue is rarely one workflow or dashboard. Over time, lifecycle definitions drift, properties accumulate, routing logic gets hard-coded, reporting loses trust and the system stops reflecting how the business actually goes to market.
Our Portal Audit diagnoses that gap. We review your CRM architecture and one Hub as the starting scope, then trace how data, lifecycle, automation, pipeline and reporting work together. The result is not a generic best-practice checklist. It is a prioritised view of what should be retained, repaired or redesigned.
Use the audit when HubSpot is already live but no longer giving marketing, sales or leadership the confidence it should.
Start with CRM + one Hub from £500. We assess the current architecture, identify the highest-priority risks and opportunities, and give you a clear remediation roadmap. Choose audit-only, or ask us to scope the implementation separately.
Starting scope: CRM + one Hub
The Portal Audit is the FIX entry point. If the diagnosis shows HubSpot needs deeper remediation, migration or redesign, we can scope that work against the same revenue architecture principles.
A HubSpot Portal Audit is a structured review of how your CRM and HubSpot tools have been configured and how well that architecture supports the way your business now goes to market. We look beyond individual settings to assess the relationships between data, lifecycle, pipeline, automation, reporting and the processes your teams rely on.
An audit is useful when HubSpot no longer feels trustworthy or easy to operate. Common triggers include inconsistent reporting, lifecycle stages that no longer match the business, duplicated or unclear properties, unreliable routing, overgrown workflows, a change in GTM motion, a new leadership team, or plans to make a significant change to the portal.
£500 is the starting price for an audit covering HubSpot CRM plus one Hub. We review the agreed scope, identify structural and operational issues, highlight priority risks and opportunities, and produce a remediation roadmap. If your portal includes additional Hubs, complex integrations or a broader architecture, we will define the expanded scope and price before starting.
The exact scope depends on the portal, but our review can cover CRM data architecture, properties and objects, lifecycle definitions, lead and account management, pipelines, automation, routing, forms, segmentation, reporting, attribution, permissions and the connections between HubSpot Hubs and external systems. We focus on the parts that affect commercial performance and operational confidence.
Yes. The starting audit covers CRM plus one Hub, and we can expand the scope across Marketing Hub, Sales Hub, Service Hub and Content Hub where required. For multi-Hub environments, we also examine how data and processes move between teams rather than treating each Hub as an isolated system.
You receive a clear assessment of the current portal, the issues we believe matter most, quick wins where appropriate, and a prioritised remediation roadmap. We then walk you through the findings so your team understands what should be retained, repaired or redesigned and why.
No. The audit is a diagnostic engagement. We do not make implementation changes simply because we have identified an issue. Any remediation or redesign work is agreed and scoped separately, which means you remain in control of what changes and when.
Yes. You can use the audit as a standalone diagnosis and implement the roadmap internally, or ask ARISE GTM to scope the remediation. Where deeper work is needed, that can include data and lifecycle redesign, automation, reporting, CRM architecture, migration, HubSpot website work or broader GTM system changes.
The timeframe depends on the size of the portal, the number of Hubs in scope, the complexity of the data model and integrations, and the access required. We confirm the scope and delivery plan before work begins rather than applying a fixed timeline to every portal.
ARISE GTM is a HubSpot GTM agency and Platinum Solutions Partner. We approach the audit as a revenue-system diagnosis rather than a feature checklist. The question is not simply whether HubSpot has been configured according to generic best practice. It is whether the architecture still fits how your market buys, how your teams sell and how the business needs to measure performance.
