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HubSpot Portal Audit

Book a HubSpot portal audit from £500.
Our deep dive portal audits start with a single hub and scale up from there.

HubSpot Portal Audit

This deep-dive HubSpot portal audit will help us uncover any under-adoption or areas for improvement. With HubSpot's many features, we can analyse your setup and discover if your team has adopted the best practice. In our post-analysis report, we suggest ways you can improve the performance of your portal.

The audit covers the HubSpot CRM and one hub from each of the marketing, sales, service, knowledge base, and CMS hubs, for custom hub audit pricing, get in touch.

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Book your HubSpot portal audit
with ARISE GTM.

To book your assessment with a leading HubSpot Solutions partner please call the office on 0203 637 4426 to speak to a member of our sales team. 

Portal Audits from

£500

One time payment

Included

  • A deep dive breakdown of your CRM
  • A report detailing your next steps
  • Zoom call to run through solutions
  • Insights into best practice
  • Quick wins
  • Executed on your behalf

HubSpot Portal Audit –
Frequently Asked Questions

What exactly is a HubSpot portal audit?

It’s a 360° health check of every Hub, workflow, list, and setting in your account. Think of it as an MOT for revenue ops, flagging hidden leaks in leads, data, and spend.

Why does my marketing org even need one?

Because 40 – 60 % of paid HubSpot features sit idle in most portals, leaving serious ROI on the table. An audit uncovers waste, surfaces quick wins, and fuels growth without throwing extra budget at the fire.

How often should we audit?

Minimum once a year, more if you’re scaling fast, have high staff turnover, or just bolted on new integrations. Annual check-ups keep data pristine and workflows tight, supporting agile time-to-value. 

 

How long does the process take?

Expect a week or two for a mid-market portal; larger enterprise instances can stretch to a couple of months. We work in the background, so campaigns keep humming.

Will it disrupt live campaigns?

Nope. Audits run read-only diagnostics first; any optimisation happens in cloned assets or off-peak windows to protect pipeline velocity. 

What areas do you inspect?

Contacts & CRM hygiene, lifecycle stage logic, lead-gen conversion paths, deal pipeline health, email & workflow performance, reporting setup, user permissions, and CMS/content governance.

Do you cover all Hubs (Marketing, Sales, Service, CMS, Ops)?

Absolutely. Hub silos kill customer experience. We audit cross-Hub alignment to make sure data flows flawlessly from first click to closed-won and beyond.

What deliverables will I get?

A crystal-clear scorecard, a priority-ranked remediation roadmap, quick-win video walk-throughs, and board-ready metrics that tie fixes to revenue impact.

How much does a portal audit cost?

Market rates range from £500 for a starter portal to £2.4k+ for multi-Hub enterprise setups. We price by Hub count, contact volume, and integration complexity, no hidden retainers.

Who needs to be involved on our side?

Give us one power-user for access, plus a CMO-level stakeholder to align fixes with strategic goals like lead quality and CX. We’ll handle the heavy lifting.

Can you implement the recommendations?

Yes. Choose audit-only or add-on implementation sprints. Many clients see a 10-20 % lift in MQL-to-SQL conversion within 90 days post-fix.

How will you measure success?

Pre/post dashboards track lift in: database health (duplicate rate ↓), workflow efficiency (task-time ↓), campaign ROI (CAC ↓, LTV ↑), and time-to-launch for new campaigns—directly tackling top CMO headaches.

Is my data secure?

We operate under NDA, use role-based access, and follow HubSpot’s own audit-log best practice. Permissions are revoked the second we sign-off.

Do I need an active HubSpot subscription?

Yes—otherwise there’s nothing to audit. Trial portals lack the historical data needed for deep insights.

What happens after the audit?

You’ll walk away with a phased roadmap: Clean ➜ Optimise ➜ Scale. We stay on-call for 30 days to coach your team, or roll into a RevOps retainer—your call.