Free HubSpot Portal Audit

Get More Out of Your HubSpot Investment -

Free live 1-on-1 consulting session: Start your transformation with a free audit.


In a live, one-on-one session, LeadMetrix's certified HubSpot experts will pinpoint inefficiencies, eliminate clutter, and uncover growth opportunities—helping you turn your HubSpot Portal into a streamlined, revenue-driving machine.

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Struggling with inefficiencies? The LeadMetrix team is here to help you unlock the true power of your HubSpot portal.

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What We Check For

Think of this as a home inspection for your HubSpot portal. We’ll shine a flashlight on areas for improvement, including:

CRM CONFIGURATION REVIEW

  • Assess contact properties, lifecycle stages, and deal pipelines.
  • Highlight opportunities to unify naming conventions and standardize data.
  • Identify duplicates, incomplete records, and outdated information.


MARKETING HUB AUDIT

  • Examine workflows, lists, and automation tools for errors or inefficiencies.
  • Review email campaigns, forms, and landing pages to optimize performance.
  • Highlight underutilized tools and recommend best practices.


SALES HUB AUDIT

  • Analyze deal stages, pipeline setup, and task management.
  • Review sequences and email templates for alignment with sales goals.
  • Highlight opportunities to enhance user adoption and efficiency.


DATA HUGIENE

  • Spot duplicate or redundant records.
  • Surface legacy data issues caused by migrations.
  • Recommend formatting fixes to ensure clean, standardized data.


INTEGRATION OPPORTUNITIES

  • Evaluate your tech stack for redundancies.
  • Recommend consolidating (e.g., Mailchimp vs. Marketing Hub).
  • Identify tools you’re paying for but not fully utilizing.


How It Works

Request a Portal Audit

Fill Out the Form

Let us know your current setup, including which Hubs you use and how long you’ve been a HubSpot customer.

Book Your Free Audit Call

Choose a time that works for you. No need for us to access your portal in advance—we’ll do it live during the call.

Live 1:1 Consultation

In a one-hour session, our experts will walk through your portal to identify opportunities and provide actionable insights.

Next Steps

Receive a recording of the session, so you can revisit our recommendations. If you’re ready to take your portal to the next level, we’ll outline how LeadMetrix can help.

Why Choose LeadMetrix?

Choose LeadMetrix for your free HubSpot audit and gain actionable insights from certified experts who specialize in optimizing HubSpot for fast-growing teams—so you can uncover hidden opportunities, streamline your CRM, and drive smarter growth.

100% Free – No hidden fees or obligations.
Fast & Reliable – Instant actionable advice and recommendations
Expert Recommendations – Clear, actionable advice from our professionals.

Request a Portal Audit