Find where revenue is leaking inside your HubSpot workflow.
A fixed-scope operational audit for B2B and service teams that need to identify breakdowns in pipeline hygiene, follow-up, handoffs, CRM data, reporting, and automation before changing the system.
For teams already using HubSpot but not fully trusting the operating process around it.
Pipeline
Stage misuse, aging Deals, overdue close dates, stalled opportunities, or leadership reporting that does not reflect reality.
Follow-up
Missing next steps, inconsistent outreach, slow responses, unclear activity ownership, or opportunities depending on memory.
Systems
Duplicate CRM data, manual handoffs, disconnected forms and tools, fragile automations, or reporting no one fully trusts.
A focused review of the revenue workflow, not a generic consultation.
You do not need to hand over unrestricted admin access.
The audit can begin with least-privilege HubSpot viewer access, a guided screen share, exports, or screenshots depending on the environment and comfort level.
Typical inputs
- HubSpot tier and current pipeline
- Representative Deals, Contacts, and Companies
- Key workflows, properties, reports, and dashboards
- Lead sources and current sales process
- 30–45 minute stakeholder walkthrough
- Optional SOPs, workflow exports, or tool map
Five business days from intake to prioritized remediation plan.
Qualify
Confirm HubSpot environment, business model, scope, access path, and the operational pain being investigated.
Inspect
Review pipeline, records, properties, follow-up, handoffs, workflows, reports, and integration points.
Prioritize
Separate symptoms from root causes and rank the highest-impact issues by business value and implementation effort.
Deliver
Provide the Revenue Leak Control Report, 30-day remediation roadmap, walkthrough, and optional implementation scope.
The audit diagnoses first. It does not silently change production CRM state.
No production mutation is required to complete the audit. Any later implementation is separately scoped, approved, tested, and documented.
HubSpot Revenue Leak Audit — $750 fixed scope.
If the audit is a fit, you receive a prioritized plan before deciding whether any implementation work should happen.