Sound Familiar?
Your Portal Has Years Of Buildup And Nobody Knows What's Safe To Touch.
- You've got 300+ workflows and nobody can confirm which ones are critical versus leftover experiments from former employees.
- Custom properties have multiplied without governance, so your contact records have 50 fields that nobody uses.
- Reports and dashboards show different numbers for the same metrics because the data sources aren't consistent.
- Your HubSpot bill keeps climbing but you suspect you're paying for features and contacts you don't need.
That's exactly what a focused portal audit uncovers and prioritizes.
The Sidekick Approach
How We Help
Video Coming Soon
A HubSpot portal audit is a systematic review of your entire portal: every workflow, property, automation, pipeline, report, and integration. We identify what's working, what's broken, what's redundant, and what's costing you money. You get a prioritized action plan ranked by business impact.
Sidekick's audits aren't 90-page PDFs that sit in a folder. They're practical, prioritized plans that tell you exactly what to fix first and why it matters. We rank every recommendation by impact so your team can start with the changes that move the needle most.
With 124+ certifications and deep experience across every Hub, we catch things that internal teams miss: duplicate workflows that conflict, properties that inflate your contact tier, integrations that sync bad data, and reporting gaps that hide real performance issues.
Prioritized, Not Exhaustive
Every finding is ranked by business impact so you know exactly where to start.
Actionable, Not Academic
You get specific recommendations with clear steps, not vague observations about best practices.
Cost Optimization Included
We flag contacts, features, and integrations that may be inflating your HubSpot bill unnecessarily.
Expert Eyes On Everything
124+ certifications means we audit workflows, data, automation, and reporting with deep platform knowledge.
What's Included
What's Included
Workflow Audit
Review of every workflow with status: active, broken, redundant, or archivable.
Property Audit
Assessment of custom properties with recommendations for cleanup, consolidation, or removal.
Data Quality Report
Analysis of duplicate records, incomplete data, and data hygiene issues with cleanup recommendations.
Automation Review
Evaluation of all automation rules, sequences, and scheduled actions for accuracy and performance.
Reporting Assessment
Review of dashboards and reports for accuracy, relevance, and alignment with business goals.
Integration Check
Audit of all connected integrations for data sync accuracy, redundancy, and security.
Cost Optimization Report
Recommendations for reducing your HubSpot bill by cleaning contacts, removing unused features, or adjusting tiers.
Prioritized Action Plan
A ranked list of recommended improvements with estimated effort and expected business impact.
Exact deliverables are scoped during your strategy call based on your goals, timeline, and current setup.
How It Works
From First Call To Results
Discovery
We gather portal access, review your goals, and understand your team's pain points and priorities.
Deep Audit
We review every workflow, property, automation, pipeline, report, and integration in your portal.
Analysis And Prioritization
We compile findings, rank them by impact, and build a clear action plan with specific recommendations.
Readout And Next Steps
We walk your team through the findings, answer questions, and help plan the execution of top-priority items.
Is This Right For You?
Is HubSpot Portal Audit Right For You?
This Is For You If...
- Your portal has been running for years and nobody is sure what's still working correctly.
- You inherited a HubSpot portal from a previous admin and need to understand what you've got.
- Your HubSpot bill has increased and you want to know if you're paying for things you don't need.
- You want a clear, prioritized plan before investing in additional HubSpot work.
- Multiple people have built workflows and properties without coordination.
This Isn't For You If...
- You just set up HubSpot recently. There isn't enough buildup to warrant a full audit.
- You need ongoing optimization. Our consulting service is a better fit for continuous improvement.
- You already know what needs fixing and just need someone to execute. Implementation may be a better starting point.
Common Questions
