Find out what your HubSpot portal is really doing.

Portals collect workflows nobody remembers building. Some fail without any error. Some cost money every month. A few delete records they shouldn't. An audit finds them and fixes them.

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FOUND IN RECENT AUDITS

Marketing contacts on a 7,000 tier9,159

Silent workflow failures4

Deals missing from won revenue57

Past orders on the wrong brand110

What you get

What I check

Every active workflow

Does the trigger fire, does each action do what it should, and should it still be on?

Lead routing

Does each form write to the same field the routing reads?

Marketing contact status

Which workflows set it, and are you paying for contacts you don't email?

Pipelines and integrations

Do won and lost stages match how you sell, and are matches made on a unique ID?

What audits have found

You get a written report of what I found, what I fixed and what still needs a decision from you.

Conference Badge: 9,159 marketing contacts on a 7,000 tier, caused by one welcome workflow. 7,800+ contacts scheduled back to non-marketing. Four workflows failing silently, all fixed.

Mission Mobile Medical: an inactivity workflow deleting active client records. Stopped, and the records restored.

PICO IV: every website signup for one brand went to a default rep because the form and the routing used different fields. Fixed, with 110 past orders flagged back to 2024.

Phoenix Industrial Cleaning: 57 deals falling out of won revenue because later job stages weren't marked as won.

Client build

PICO IV: two brands in one portal, each with its own leads and revenue

2brands in one portal

110past orders flagged to the right brand

3deactivated-rep branches fixed

One brand's sales were invisible and every signup for that brand went to one default rep. The audit traced it to the form and the routing using different fields, and to branches still pointing at deactivated reps.

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If your numbers don't match what your team sees

That's usually where an audit starts. Book a free 30-minute call.

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