Is your HubSpot portal helping or hindering your business?

If you’re like most HubSpot users, your portal has gotten messy over time. Duplicate contacts. Broken workflows. Reports no one looks at. Features you’re paying for but not using.

The HubSpot Health Check gives you clarity on what’s working, what’s not, and exactly what to fix first.

$399

Buy now

What you get:

  • Comprehensive portal audit covering data quality, automation, sales pipeline, reporting, and integrations
  • Detailed findings report identifying issues costing you time, money, or opportunities
  • 30-minute strategy call to walk through findings and answer your questions

How it works:

1. Complete the intake form.

Tell me about your setup, goals, and challenges.

2. I'll audit your HubSpot portal.

I'll review your data, workflows, pipelines, reports, and integrations.

3. You receive a detailed report.

Clear findings, business impact, and your top action items.

4. We discuss on a 30-minute call.

I'll walk you through everything and answer your questions.

Ready to get started?

The HubSpot Health Check is perfect if:

  • Your portal has gotten messy or overwhelming
  • Your team isn’t using HubSpot consistently
  • You’re unsure if you’re getting ROI from your subscription
  • You inherited a portal without proper handoff
  • You’re ready to level up your HubSpot usage


Get your comprehensive audit, prioritized action plan, and 30-minute strategy call for just $399.

Buy your HubSpot Health Check today

Frequently asked questions

That’s exactly why the Health Check exists. Many issues aren’t obvious until an expert reviews your setup. The intake form helps me understand your goals, and I’ll identify problems you didn’t even know you had.

Absolutely! The report includes a list of tasks organized by priority so you can decide what to tackle internally vs. what you’d like help with.

Depending on your needs, I can offer HubSpot support on a flat-rate or hourly basis. After the Health Check, we can discuss which priorities make sense to work on together and how we want to tackle them.

The entire process takes 5 business days from when you complete the intake form and provide access to receiving your report and having our follow-up call.

I review whatever hubs you have: Marketing, Sales, Service, Content, or Data.

Yes. I will be the only one reviewing your portal, and all access is conducted professionally and securely.