Resonate
HubSpot Diamond Partner
DiamondPortal & CRM audit

HubSpot audit
services.

A senior-led review of your HubSpot portal - data health, workflows, pipeline, reporting, and security - delivered as a prioritized action plan you can act on right away.

Request an auditGet the free audit
HubSpot Diamond Partner · Written findings · Prioritized roadmap
What we audit

A comprehensive review of your HubSpot portal.

We examine the areas where HubSpot portals most often leak leads, time, and revenue.

Marketing & workflows

  • Automation and nurture-sequence bottlenecks
  • Lead conversion and routing gaps
  • Campaign and asset hygiene

Sales & pipeline

  • Pipeline stages and deal hygiene
  • Cycle-time and win-rate leaks
  • Forecasting and reporting accuracy

Data, website & AI

  • CRM data health, dedupe, and standardization
  • Website and landing-page performance
  • AI and new-feature opportunities in your portal
What you get

A plan, not just a list of problems.

Every audit ends with a written report and a clear set of next steps, ranked by impact and effort. You can run the fixes yourself or have our team do it.

  • Written findings report
  • Prioritized action plan
  • Quick-win list you can act on now
  • Roadmap for larger improvements
Data health scoreWorkflow inventoryPipeline analysisReporting gapsSecurity & permissions reviewQuick-win backlog
Trusted by teams across
B2B TechEnterprise SoftwareSaaSFintechOnline Education
After the audit

Turn findings into work.

Most teams move from an audit into one of these engagements.

Service

HubSpot Consulting & Solutions Partner

Senior HubSpot consultants for strategy, implementation, RevOps, and migration from a Diamond Solutions Partner.

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Managed RevOps & HubSpot Support

Ongoing ops desk for automation design, reporting, and experiments that keep GTM teams in sync.

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HubSpot Onboarding & Implementation Services

Launch HubSpot fast with data migration, workspace setup, and team training tailored to your funnel.

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Testimonials
“

They engineered the core of our operations. Precise, organized, and always focused on outcomes.

HMHarry McCarney
CEO, Hack and Craft
“

Resonate helped us migrate from Marketo to HubSpot smoothly and set up a system that actually works for our global team.

RIRuth Idzik
Marketing Director, DPE Services Inc.
“

Professional, fast, and technically deep. They understood our HubSpot needs better than we did.

DEDmitry Esakov
CEO, Volga Dream Cruises
FAQ

HubSpot audit questions.

What teams ask before booking a HubSpot audit.

What is a HubSpot audit?
A HubSpot audit is a structured review of your portal: data quality, automation, pipeline, reporting, integrations, and security. The goal is to find what is holding back leads, sales, and ROI, and to hand you a prioritized plan to fix it.
What does a HubSpot CRM audit cover?
A HubSpot CRM audit focuses on the data layer: duplicate and incomplete records, property and object structure, association architecture, permissions, and reporting accuracy. We flag risks and quick wins so your CRM is clean and trustworthy.
How long does a HubSpot audit take?
Most audits are completed within one to two weeks depending on portal size and the number of hubs. We agree the scope up front and deliver a written report with findings and recommendations.
What do I get at the end of the audit?
A written findings report, a prioritized action plan, a quick-win list you can act on immediately, and a roadmap for larger improvements. You own the deliverable whether or not you engage us for the work.
Is there a free HubSpot audit?
Yes. We offer a no-cost portal review as a starting point. The paid audit service goes deeper, with a full written report and roadmap. You can begin with the free audit and decide from there.
How is an audit different from onboarding or RevOps support?
An audit diagnoses; onboarding and RevOps support fix and operate. Many teams start with an audit to size the work, then move into an implementation project or an ongoing RevOps retainer.
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Get started

Request your HubSpot audit.

Tell us about your portal and what you want to improve. We'll scope the audit and respond within one business day. Prefer a no-cost starting point? Use the free HubSpot audit linked above.

  • Senior-led, written findings report
  • Prioritized, impact-ranked action plan
  • No obligation to engage further
What are you interested in?
What HubSpot Products do you use?