Data & properties
Unused fields, naming inconsistencies, data completeness
Free HubSpot audit
Your HubSpot portal is costing you deals. Let's find out how many.
Most B2B companies use only a fraction of what they're paying for in HubSpot. Our free portal audit shows you exactly where you're losing pipeline, wasting budget, and making decisions on bad data — with a prioritized plan to fix it.
Book your free HubSpot audit
30-minute call. No strings. Just a clear picture of what's working, what's not, and what to fix first.
You already know something's off.
Your team bought HubSpot to run revenue. Instead, you're running around it.
Sales reps log deals late — or not at all. Marketing can't tell which leads actually convert. Your dashboards look busy, but nobody trusts the numbers in the Monday morning meeting.
Meanwhile, you're paying for Sales Hub, Marketing Hub, maybe Service Hub too. Workflows fire, but you're not sure which ones still make sense. Properties have multiplied. Lifecycle stages don't match your actual process. And the person who set it all up? They left eight months ago.
This isn't a HubSpot problem. It's a revenue infrastructure problem. And every week you ignore it, your pipeline gets a little less reliable.
A free, expert-level audit of your entire HubSpot portal.
This isn't a checklist. It's not a template you fill in yourself. And it's not a sales pitch disguised as a consultation.
Our team reviews your actual portal — data, workflows, pipelines, reporting, integrations — and gives you a clear, honest assessment of what's working, what's broken, and what's costing you money. Claude is connected to support this work: we use it to help explore your setup, cross-check patterns, and draft structured findings. Nothing ships to you without a senior RevOps lead signing off — AI assists; humans decide.
You get a prioritized roadmap: what to fix first, what can wait, and what's doing more harm than good. Every recommendation is specific to your setup, your team, and your revenue goals.
Whether you work with us afterward or hand the roadmap to your internal team — you'll walk away with a plan you can act on immediately.
What we look at
Areas of the audit and what we review in each
Lifecycle stages
Do they reflect your real buyer journey?
Pipeline structure
Stage definitions, exit criteria, where deals get stuck
Marketing Hub
Campaigns, workflows, lead scoring, attribution
Sales Hub
Deal management, task hygiene, sequences and tools
Service Hub
Ticket pipelines, SLAs, feedback loops
Automation
Gaps, overlaps, cross-hub handoff opportunities
Governance
Ownership, permissions, process documentation
What you get
You'll leave with a clear plan, not a vague report
After the audit, you receive a full written report with:
- A plain-English summary of what's working and what isn't
- Specific findings across every area we review
- A prioritised action plan — high impact first, broken into short, medium, and long-term
- Strategic recommendations for where your HubSpot setup needs to go
No 40-slide deck. No consultant-speak. A document your team can actually act on.
Three steps. Zero commitment.
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1
Book a 30-minute call
Tell us about your HubSpot setup, your team, and what's frustrating you. We'll ask a few sharp questions to understand where to focus.
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2
We audit your portal
After the call, we deliver your audit in 2 business days. Our RevOps team runs a hands-on review of your data, workflows, pipelines, reporting, and integrations.
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3
You get a prioritized roadmap
We walk you through exactly what we found: what to fix first, what's costing you pipeline, and what a healthy version of your portal looks like.
Who this is for
This audit is built for marketing and sales leaders at B2B companies who:
- Already have HubSpot — but suspect they're only using a fraction of it.
- Have a team that's grown faster than their CRM setup can support.
- Don't trust their pipeline data enough to make confident forecasts.
- Are tired of workflows that overlap, misfire, or do things nobody can explain.
- Want a clear, prioritized plan — not a vague “you should optimize your CRM.”
If you're a VP of Sales staring at a dashboard you don't believe, or a marketing leader who can't prove ROI because the data is a mess — this is for you.
What companies find when we look under the hood.
“We thought our biggest problem was lead quality. The audit showed it was lifecycle stages — leads were being recycled back to marketing because the handoff was never configured properly.”
“Superwork found 14,000 duplicate contacts and three workflows that were fighting each other. We'd been troubleshooting symptoms for months. They diagnosed the root cause in days.”
- A large share of portals we audit have deal stages that don't match the real sales process.
- Many have workflows with no clear owner or documentation.
- Teams often pay for hub features they've never activated.
Questions before you book.
- Is this actually free?
- Yes. No invoice, no hidden fees, no “surprise” proposal at the end. We offer this because a clear-eyed audit is the fastest way for both of us to see if there's a fit. If there is, great. If not, you still walk away with a roadmap you can use.
- What do you need access to?
- We'll need temporary admin-level access to your HubSpot portal. We'll walk you through exactly how to set that up on our first call. We don't touch your data — we read it.
- How long does the audit take?
- The initial call is 30 minutes. After that call, we deliver the audit within 2 business days. The results walkthrough is another 30–45 minutes.
- How does Claude fit into the audit?
- We connect Claude (Anthropic) alongside our RevOps team to support the analysis: faster pattern-finding and synthesis, with every finding reviewed by humans before it reaches you. We also use it during the audit to summarize complex areas, check consistency across workflows and properties, and draft structured notes. Your data is still accessed read-only and under the same agreements as the rest of our work. Recommendations are always validated and owned by our team before you see them.
- Do we have to use Superwork to implement the recommendations?
- No. The roadmap is yours. Hand it to your internal team, give it to another partner, or bring it to us. We're confident enough in our work that we don't need to lock you in.
- What if our portal is a complete mess?
- Good. That's exactly when an audit is most valuable. We've seen everything — from portals with 200 unused properties to automation that emails the wrong contacts. No judgment, just clarity.
- Is this a lead gen play where you'll hard-sell us afterward?
- We'll follow up once to see if you want to talk about implementation. If you say no, that's the end of it. Our pipeline doesn't need pressure — it needs trust.
Your portal is either helping you close deals — or it's getting in the way.
A 30-minute conversation is all it takes to get started — then your written audit lands 2 business days after that call. No pitch. No pressure. A senior RevOps team, with Claude supporting the analysis, tells you exactly what they see.
Available for B2B companies currently running HubSpot with Sales Hub or Marketing Hub.
Book your free HubSpot audit