HubSpot Portal Audit | Dig RevOps Experts

Get a Clear Diagnosis of Your HubSpot Health

Fill out the form below to request a comprehensive portal audit with an ex-HubSpot expert.

Request Your HubSpot Portal Audit

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Stop guessing what's broken in your portal.

Work with certified HubSpot Gold Partner to diagnose messy data, fix broken workflows, and restore team adoption.

HubSpot Challenges We Solve

We turn broken workflows, messy data, and low CRM adoption into a structured, reliable revenue engine through our HubSpot Portal Audit.

Low CRM & Sales Adoption

Sales reps avoiding HubSpot? We audit your UI, deal stages, and required fields to eliminate daily friction and get reps using the CRM.

Unreliable Data & Reporting

Dashboards showing wrong numbers? We clean up property clutter and fix data mapping so leadership can trust revenue forecasts.

Broken Workflows & Lead Routing

Leads dropping out of the funnel? We inspect active triggers and automation logic to fix silent breakdowns and route leads instantly.

Database & Property Bloat

CRM cluttered with duplicates? We audit unused properties, custom fields, and naming conventions to restore clean system architecture.

Pipeline & Forecast Friction

Deals getting stuck? We evaluate pipeline stages, entry/exit criteria, and deal rotation to ensure accurate sales forecasting.

Integration & Sync Failures

Data failing to sync between tools? We diagnose API connections, ERP/CRM sync errors, and data flow gaps across your tech stack.

The Dig RevOps Audit Framework: 3 Steps to CRM Clarity

Kickoff & Secure Access

We sign an NDA, set up read-only portal access, and align on your primary revenue goals during a brief 30-minute discovery call.

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Silent Technical Deep-Dive

We analyze your data hygiene, active workflows, property structures, and sales adoption behind the scenes without disrupting daily rep activity.

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Executive Readout & Roadmap

We deliver a detailed diagnostic report outlining immediate technical fixes, structural risks, and a prioritized action plan to fix your CRM.

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Still unsure if a Portal Audit is right for you?

Explore common questions about our audit process, what we look for, and the deliverables you will receive to get your CRM back on track.

What exactly does a HubSpot Portal Audit cover?

A Dig RevOps portal audit is a deep-dive diagnostic of your entire CRM architecture. We analyze user adoption rates, deal pipeline configurations, property bloat, active automation workflows, data hygiene, and lead routing rules to pinpoint exactly where revenue and efficiency are leaking.

What deliverables do we receive at the end of the audit?

You receive a detailed diagnostic report and an executive roadmap that prioritizes issues by business impact and technical urgency. We also conduct a live readout call with your leadership team to walk through our findings and actionable next steps.

How long does the audit take, and how much time does my team need to invest?

The entire audit typically takes 5 to 7 business days. Your team's time commitment is minimal—usually just a 30-minute discovery call and a 45-minute final readout presentation. We handle all the technical analysis silently in the background.

Do we really need a full audit if we just want a few broken workflows fixed?

Isolated workflow failures or tangled lead routing are almost always symptoms of underlying data structure issues. Fixing a trigger without auditing the portal usually leads to the automation breaking again. The audit ensures we fix the root cause rather than putting temporary band-aids on your CRM.