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HubSpot Portal Audit

Is your HubSpot portal living up to its full potential?

Our HubSpot Portal Audit will assess every aspect of your setup, from workflows and automations to reporting and deal pipelines, identifying areas of inefficiency or opportunities for optimization.

Book Your Portal Audit
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Get More Out of Your HubSpot Subscription

Our Portal Audit includes an extensive understanding of your portal. Based on our findings, we provide a detailed, actionable plan to optimize your HubSpot portal, streamline operations, and boost performance across marketing, sales, and service functions.
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Subscription & Usage

Understand your HubSpot subscription and contact segmentation. We’ll review your subscription tier, marketing vs. non-marketing contacts, and ensure your usage aligns with your goals.

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Data Cleanliness

A CRM is only as effective as its data quality. We’ll help clean up duplicate records, verify accurate field mapping, and ensure smooth data flow between HubSpot and integrated apps.

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Workflow & Automation Review

Are your workflows operating efficiently? We’ll dive into your automations, integrations, and custom properties, ensuring everything is set up to streamline operations without errors.

6
Lead Scoring & Segmentation

We assess your lead scoring model and segmentation strategies, ensuring you’re engaging the right leads with personalized, timely content, and optimizing your marketing and sales alignment.

15
Email & Content Performance

How well are your emails, landing pages, and content driving results? We review performance metrics like open rates, click-through rates, and conversions to refine your strategy.

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Reporting & Dashboards

HubSpot’s reporting tools are powerful when used properly. We’ll build custom reports and dashboards tailored to your KPIs, track sales goals, and ensure data-driven decision-making.

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User & Permission Management

Are your teams set up correctly? We ensure permissions, roles, and seats are managed effectively while identifying inactive users to streamline access and maximize security.

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Sales Performance & Deal Tracking

We evaluate your sales process, from tracking deals and lead statuses to custom deal stages and goals. We ensure your sales efforts are optimized and aligned with your marketing campaigns.

Portal Audit Only
Purchase Retainer After
1 Hub 2 Hubs 3+ Hubs
Total Cost
$ 3,000
 $ FREE

$ 4,000
 $ FREE
$ 5,000
 $ FREE
 

"Exceptional Audit with Actionable Insights – Already Seeing Results!"

"LeadG2 provided an exceptional audit service that came at the perfect time for our team. Their insights were invaluable, and their clear, straightforward recommendations made even complex issues feel manageable. They also helped us identify and clean up unused workflows, address bounced/unsubscribed contacts, and spot NetSuite field mapping errors we might have missed. Overall, LeadG2 exceeded our expectations, and we’re already seeing the positive impact of their recommendations. We're looking forward to another audit at the end of the year to track our progress!"
- Peterson, J.
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Optimize Your Portal Today!

Ready to get the most out of your HubSpot portal? Let us audit your setup and provide actionable insights for improevment.

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