What is a HubSpot Health Check?

A HubSpot Health Check is a one-time audit of your HubSpot portal — covering CRM data, Marketing Hub, Sales Hub, automation, and user experience — that identifies what's working, what's broken, and what to prioritize. You get a written assessment and a prioritized action plan, not just a list of settings to change.

How much does a HubSpot audit cost?

HubSpot Health Checks start at $3,500, with final pricing (up to $5,000) based on the complexity of your portal — how many Hubs you use, how much automation is in place, and the size of your data set.

How long does a HubSpot audit take?

REPLACE WITH YOUR ACTUAL TURNAROUND TIME

Do I need to give you access to my HubSpot portal?

Yes. A HubSpot Health Check requires read access to your portal so I can review your properties, workflows, data quality, and configuration directly.

What HubSpot subscription do I need to have?

A Health Check works with any HubSpot subscription tier — Starter, Professional, or Enterprise — and is customized to the specific Hubs and tools included in your plan.

What's the difference between a HubSpot audit and hiring a HubSpot consultant?

An audit is a fixed-scope, one-time assessment that tells you what's wrong and what to prioritize. Ongoing consulting is open-ended implementation and support. A Health Check is often the first step — many clients use the findings to decide whether they need a few targeted fixes, a one-time project, or ongoing fractional support.

Is a HubSpot audit different from HubSpot's own reporting or health tools?

Yes. HubSpot's built-in tools flag isolated technical issues, but they don't evaluate whether your setup matches how your team actually works, or catch problems that span Marketing, Sales, and Service. A Health Check looks at the whole system, including team adoption and process fit — not just configuration settings.

What do I get at the end of a HubSpot audit?

A written findings report, prioritized recommendations (must-fix, should-fix, nice-to-have), an action plan, and a review call to walk through what it means and what to do next.

Is this right for my company?

It's built for growing B2B companies that have used HubSpot for a while, have accumulated clutter or workarounds, and don't have the internal time or expertise to fix it themselves — but aren't sure yet whether they need a few tweaks or a bigger overhaul.

Your HubSpot shouldn’t be this complicated.

Get a HubSpot Health Check

Does your HubSpot feel harder to manage than it should?

I help growing B2B companies get their HubSpot platform under control so their teams can trust their data, use the tools effectively, and get more value from the platform they’re already paying for.

Maybe you've been using HubSpot for years and the CRM has accumulated a little bit of everything.

Properties nobody uses.
Workflows nobody remembers creating.
Data you don't completely trust.
Processes that make sense to one team but not another.

And when something needs to change, there's no one person who really owns it.

Marketing is too busy. Sales has other priorities. And HubSpot keeps getting more complicated.

You don't need another HubSpot tutorial.

You need someone who can figure out what's actually wrong.

Start with a HubSpot Health Check

When your HubSpot feels messy, complicated, or underused, it's hard to know where to start.

The HubSpot Health Check is a comprehensive audit of your CRM, Sales Hub, Marketing Hub, Service Hub, automation, data quality, and user experience.

I'll identify what's working, what's creating problems, and what deserves your attention, then give you a prioritized roadmap.

You get a clear picture of the health of your HubSpot and a practical plan for making it work better for your team.

With a HubSpot Health Check You Will Know…

What Needs Fixing Now.

The problems that are affecting your team and your data.

What Should Be Fixed Next.

Improvements that will make your HubSpot more efficient and effective.

What Can Wait.

Ideas worth considering, but not worth distracting your team with today.

What You Shouldn’t Touch.

Because not everything needs to be changed.

Explore the HubSpot Health Check

You shouldn't have to become a HubSpot expert to get value from HubSpot.

I don't just know how HubSpot works. I know how people use it.I've been working with HubSpot for more than a decade. But my experience isn't limited to configuring the platform.

I've used HubSpot as a marketing professional supporting a sales team. I've onboarded companies onto the platform. I've trained teams to use the tools that actually matter to their jobs. I've seen firsthand what makes people embrace a CRM and what makes them avoid it.

That perspective shapes how I work.

I focus on building HubSpot around your people and your processes—not forcing your business to work around HubSpot.

Learn more >

Your HubSpot can work better. Let’s make it happen.

Tell me a little about your HubSpot, your team, and what's not working. I'll be in touch to talk through what you need and whether a HubSpot Health Check is the right place to start.

HubSpot Health Checks start at $3,500, with final pricing based on the complexity of your portal.