Free guide
The HubSpot health-check checklist
Forty practical checks across the ten areas of HubSpot that quietly drift over time. Score your own portal in about fifteen minutes and see exactly where it needs attention.
What's inside
Ten areas, forty checks. No fluff, just the things we look at first on every portal we review.
- Data & contacts
- Properties & the data model
- Pipelines & deal stages
- Lifecycle & lead management
- Automation & workflows
- Email & deliverability
- Reporting & dashboards
- Integrations
- Users & permissions
- Adoption