Free audit

Free HubSpot audit: written findings and a prioritized roadmap

Request a free HubSpot audit and we review five areas of your portal: marketing workflows, sales pipelines, website performance, CRM data quality, and AI readiness. You get written findings with prioritized recommendations from a Diamond Solutions Partner with 10+ years on HubSpot and 2500+ customers. Free, no commitment, reply within one business day.

Request the free audit

Want a deeper, senior-led review? See our HubSpot audit services. Prefer to talk first? Book a discovery call.

What we audit

What does the free HubSpot audit cover?

Marketing workflow analysis

We review your active workflows and nurture sequences and flag broken branches, stale lists, and gaps in enrollment criteria.

Sales pipeline review

We check pipeline stages, required properties, and automation, and flag where deals stall or data goes missing.

Website & landing page assessment

We review page speed, forms, and tracking, and list the fixes that matter most for lead capture.

CRM data health check

We look for duplicates, missing fields, and sync errors, and outline a cleanup plan so your reporting can be trusted.

AI readiness evaluation

We assess which HubSpot AI features fit your data today, and where AI Studio workflow actions and agents would slot into your processes.

What happens next

From request to roadmap in three steps

Send portal context

Fill in the form with a note on your setup and goals. We reply within one business day. No portal access is needed to start.

We review five areas

Workflows, pipelines, website, data quality, and AI readiness - checked against 10+ years of HubSpot implementations.

You get a written assessment

Written findings with a prioritized roadmap - the same first step we use in paid engagements. No commitment.

This is the same audit step that opens our paid engagements, and the roadmap is yours to keep, whoever implements it. See what those engagements deliver in our case studies.