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Private AI HubSpot Audit. Free. Surprisingly Useful.
HubSpot audits are usually useless checkbox exercises that demand account access.
This one asks questions about your HubSpot (pulled from 11 years of seeing hundreds of accounts), then follows up about YOUR specific setup, then gives personalised recommendations.
Not revolutionary, but better than most audits.
What this Hubspot audit does
This audit won't revolutionise your Hubspot instance overnight. What it will do is spot the common HubSpot issues we've seen repeatedly over my 11 years of seeing hundreds of HubSpot accounts. It asks questions, listens to your answers, and then gives you a prioritised list of what's worth fixing first. Perfect for marketing leaders who know their HubSpot could work better but aren't sure where to start untangling the mess.
Note - as much as we love AI (and the progress has been extraordinary), it won't fix your HubSpot by itself. This audit is a starting point. If you want to go deeper, you'll probably need a human expert. Which, selfishly, is why we built this thing in the first place. If you decide you need that expert later, we're around.
No Access Required
No permissions, no IT tickets, no explaining to legal why some random consultant needs access. Just answer the questions you're comfortable with, share as much or as little detail as you want, and keep your users' data completely out of it.
Adapts To Your Answers
Based on your initial answers, it asks follow-up questions about your situation – if you mention complex workflows, it digs into those; if you're struggling with reporting, it explores that further. The result is recommendations tailored to your HubSpot setup, not generic best practices.
Practical Next Steps
You'll get a list of what you should take a closer look at (or fix), ranked by what will make the biggest difference. You will not get a 50-page audit that looks impressive but says nothing.
Ready to Proceed?
Our AI will generate personalised questions based on what you've told us so far. If you need to fix anything, now's the time. Otherwise, let's keep going.