HubSpot Portal Audit & CRM Health Check
Senior-led review of your HubSpot portal to find what’s slowing your team down; and what’s undermining reporting, automation, and adoption. You’ll get a clear set of priorities, from quick wins to structural fixes, so HubSpot performs the way it should.
Useful when…
You’re not seeing the return you expected from HubSpot
You’re not seeing the return you expected from HubSpot and you want experienced eyes to diagnose what’s really happening.
Data and workflows feel inconsistent
Teams are working around HubSpot, and reporting can’t be trusted.
You’re scaling
You need confidence your portal setup, governance, and automation will hold up as volume and complexity increase.
Our approach to a Portal Audit
A portal audit isn’t about ticking best-practice boxes. It’s about making HubSpot fit your business; and keeping it reliable as you grow. We start by reviewing how your portal is currently configured and used across Marketing, Sales, and Service. We look at the foundations first: lifecycle stages, pipelines, properties, permissions, data quality, and how information moves through the system. Then we go deeper into the areas that most often cause friction: automation logic, handoffs, reporting setup, and governance.
What we typically audit:
- Data health + structure: duplicates, property sprawl, inconsistent definitions, lifecycle alignment
- Pipeline + stage governance: required fields, stage rules, handoffs, forecast integrity
- Automation: workflow logic, enrolment criteria, edge cases, and what’s breaking silently
- User access + consistency: permissions, teams, role-based setup, and usability friction
- Integrations (where relevant): where data enters HubSpot and where sync issues create noise
Deliverables:
- A clear audit report with findings, root causes, and recommended fixes
- A prioritised action plan with quick wins and longer-term improvements
- Optional implementation support to get the improvements shipped properly
Outcome is a cleaner, more consistent portal your team can actually rely on.
Why OTM?
Because a good audit should feel like calm clarity—not a generic checklist.
You’ll leave with a plan that’s built for execution—inside HubSpot and across the team.
With OTM, you get a boutique, senior-led partner who understands both the technical detail and the operational reality of a scaling B2B team:
Senior-led by default
Experienced specialists in your portal—no layers, no handoffs
Systems-first thinking
We care about definitions, governance, and adoption—not just configuration
Practical recommendations
Prioritised fixes that reduce friction fast and protect reporting integrity
Enablement included
Clear documentation so your team understands what changed and why
What clients say
“Kira has been an outstanding support across all areas of our HubSpot journey. From day one, nothing has ever been too much trouble. She is approachable, responsive and incredibly knowledgeable. She played a key role in our website migration, ensuring the transition was smooth, structured, and stress-free. Her expertise in setting up customer workflows, streamlining digital efficiencies, and driving our marketing efforts has added real value to our business operations. Kira also delivered onboarding and training sessions that were clear, practical, and tailored to our needs. This empowered our team to confidently navigate and maximise HubSpot’s capabilities. Kira is a true professional and a pleasure to work with, playing a key role in helping us successfully achieve our goals on the HubSpot platform.”
Working with Kira was an all round great experience. I have wanted to implement HubSpot for a long time but was always worried about the set up. OTM was great, walked me through everything, gave easy to follow instructions and always great to deal with. Highly recommend.
Kira from Outsourced Technical Marketing is somewhat of a rarity in having a vast amount of knowledge and experience but also being able to share, teach and coach our sales team members at their level of knowledge and understanding with just the right mix of patience, empathy and motivation. Great service, great outcomes, no worries. Thanks Kira🙏 Highly recommended 👍
Start the conversation
If HubSpot feels messy, inconsistent, or harder than it should—let’s talk. We’ll recommend a simple portal audit scope to pinpoint the issues, prioritise the fixes, and get HubSpot back to being a system your team trusts.