Your CRM is where marketing's claims meet sales' reality - and where both get rewritten. This audit tells you whether what HubSpot shows leadership is what's actually happening.
Request a sample auditWhether your dashboards match 4he raw records underneath them - and how big the gap is between reported funnel and real funnel.
Where leads vanish between marketing and sales: unowned stages, handoffs that don't happen, records that fall through unwatched.
Whether you can trace revenue back to the channel that produced it - or whether attribution dead-ends into "direct" and "unknown".
What you're paying HubSpot for that you don't use - including billable marketing contacts you never acquired and will never email.
Duplicates, ownerless records and dead automations - the quiet rot that makes every report a little bit wrong and every rep a little bit slower.
Findings ordered by commercial impact: revenue leaks first, reporting trust second, hygiene and housekeeping after.
Recent findings from delivered audits, anonymised.
87% of a company's contacts had no source attached - so it couldn't tell which channels produced its leads, let alone which deserved budget.
HubSpot audit, B2B SaaS, 202663% of one CRM's contacts - nearly 69,000 records - had no owner. Most were also being paid for as billable marketing contacts marketing never acquired.
HubSpot audit, B2B software platform, 2026An automated lead-nurture email series had been delivered to zero recipients - a switched-off lead engine that had gone unnoticed.
HubSpot audit, B2B SaaS, 2026Request a sample and you'll get an anonymised version of a real HubSpot audit - actual findings, actual scores, client details removed.
Request a sample auditAn independent review of whether your CRM reflects commercial reality. It checks whether the funnel your dashboards show matches the raw records underneath, where leads leak between marketing and sales, whether you can trace revenue back to the channels that produced it, and what you're paying HubSpot for that you don't use.
Dashboards show what they're configured to show - the audit compares them against the raw records underneath. That gap is where the surprises live: in one recent audit, 87% of a company's contacts had no source attached, so the channel reporting leadership relied on was effectively fiction.
Yes - that's the core of it. The audit traces leads through lifecycle stages and ownership, and reconciles what the ad platforms say they delivered against what the CRM actually received. One audit found an automated lead-nurture series that had been sent to zero people - a switched-off pipeline nobody had noticed.
A read-only seat in your HubSpot portal. Nothing is changed, merged or deleted - the audit reads, evidences and prioritises; your team decides what to act on.