ScaleOps
HUBSPOT PORTAL AUDIT

Your team uses HubSpot every day. But is HubSpot actually working?

Across the HubSpot portals we audit, we find the same silent problems again and again. The portals look active. Nothing seems broken. They're just leaking.

HubSpot Diamond Partner · No strings attached · Nothing to prepare · Full report is yours
THE PROBLEM

The usual suspects: what our audits keep finding

Unowned deals

sitting in the pipeline — revenue opportunities no one is accountable for, and no one following up on

1 in 13

records is a ghost — duplicate rates of 4–8% quietly inflating the forecasts leadership relies on

13.7%

email bounce rates — seven times the healthy threshold, with campaign budget burning on invalid contacts

Silent workflow errors

automations failing in the background for months, with no alerts and no visibility

<4%

of contacts with a legal basis recorded — a compliance exposure hiding in plain sight for anyone with EU customers

Not broken.
Just leaking.

Most teams can't see which of these is quietly happening in their portal. That's exactly what the audit shows you.

Find out which of these is happening in yours →
NO CATCH

Why we do this

The audit is on us — no cost, no obligation, nothing to prepare. We run it, you get the full report, and what you do with it is up to you. No sales pitch required to receive it.

(We're confident that once you see what's hiding in your portal, you'll want it fixed.)

THE PROCESS

How it works

1

Add us as a partner.

You add ScaleOps to your HubSpot portal — a simple email invite.

2

We run the audit.

That's it — nothing for your team to prepare, configure, or clean up. It's all on us.

3

You get the full report.

A clear picture of what's working, what's broken, and what it's costing you — yours to keep, no strings attached.

THE REPORT

What's in your report

  • A portal-wide health picture across Marketing, Sales, Service, Automation, and Reporting
  • The specific leaks we found in your portal — explained in plain language, not technical jargon
  • A prioritized view of what to fix first — not a data dump
  • Quick wins your team can act on immediately, with or without us
Sample page from a ScaleOps HubSpot portal audit report

Claim your HubSpot portal audit

No strings attached. Nothing to prepare. The full report is yours to keep.

  • HubSpot Diamond Partner
  • No sales pitch required to receive your report
FAQ

Frequently asked questions

Are there any costs?

None. There are no costs and no hidden fees. You receive the full report either way, with no obligation to work with us afterward.

Do I need to prepare anything for the audit?

No. There's nothing to prepare, configure, or clean up. Once we have access, our team runs the entire audit — it's all on us.

What access do you need to run the audit?

Two things. You add ScaleOps as a partner to your HubSpot portal through a standard email invite, and you give written approval for us to connect our audit tool. That’s the whole setup — you set the permissions and can revoke our access at any time.

How long does a HubSpot audit take?

Once you’ve granted access, we get started right away. The exact turnaround depends on the size and complexity of your portal — we’ll confirm a timeline with you at kickoff so you know what to expect.

What does the audit cover?

The full portal: Marketing, Sales, and Service Hubs, plus automation, data quality, and reporting. You get a plain-language report showing what's working, what's leaking, and what to fix first.

Is my data safe during the audit?

Yes. You grant access and set the permissions, and you can revoke them at any time. We only access what’s needed to assess your portal’s health, and we treat everything we see as confidential.

Find out what's hiding in your HubSpot portal.

Claim your audit