Phoenix - Your AI AssistantHubSpot Portal Audit & Recommendations Report
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What you get with this Offer
I will conduct a thorough audit of your HubSpot portal and deliver a clear, prioritised report covering your current setup across contacts, deals, pipelines, properties, automations, and integrations. Many businesses underutilise HubSpot or accumulate years of technical debt — duplicate properties, broken workflows, misconfigured pipelines — without realising how much it's costing their team in time and missed revenue.
The audit report will identify what's working, what's broken, what's redundant, and what's missing. You'll receive a prioritised action list categorised by quick wins, medium-effort improvements, and strategic recommendations, giving your team a clear roadmap without the guesswork.
This service is ideal for businesses that have had HubSpot for 6+ months and suspect they're not getting full value, or for new owners inheriting a portal they didn't set up themselves.
The audit report will identify what's working, what's broken, what's redundant, and what's missing. You'll receive a prioritised action list categorised by quick wins, medium-effort improvements, and strategic recommendations, giving your team a clear roadmap without the guesswork.
This service is ideal for businesses that have had HubSpot for 6+ months and suspect they're not getting full value, or for new owners inheriting a portal they didn't set up themselves.
What the Freelancer needs to start the work
Please provide Super Admin access to your HubSpot portal and a brief description of how your team currently uses HubSpot (sales, marketing, service, or a mix). Any specific pain points or concerns you'd like me to focus on are welcome.