You Leave With A Full Audit, Not Just Notes.
An Object and Property Health Check
Which objects and properties you'd trust in a report today, and which ones you'd be guessing on.
Cleanup Segments
Segments built with the five-folder framework, so the mess has a name and a count.
A Keep, Fix, Kill List
A clear call on your sequences, templates and snippets.
A Form-To-Property Map
Where each form field lands, plus a conversion review.
An Automation Map and Fix List
Your workflows and automated email, mapped, with what to fix first.
Your Compiled Audit
A cleanup dashboard and the full audit, with every area rated Good, Medium or Bad.
Who Is This Workshop For?
- You're a Super Admin, or the human everyone asks about HubSpot.
- You inherited a portal someone else built.
- You suspect your portal is a mess and want to know how bad it is.
Look, don't touch. The audit finds; the humans decide. Nothing in your portal changes unless you say so.
What Happens During the Day?
Six mini-audits with real breaks, about five and a half hours. The order matters: data comes first because everything later depends on it, and reporting comes last because it pulls the whole audit together.
Session 1 · Data
Data Model and Properties
Start where everything else depends: your objects and properties. You walk away with a health check you can stand behind.
Session 2 · Segments
Segmentation
Build cleanup segments with the five-folder framework. A segment with zero humans in it is a finding, and a good one.
Session 3 · Sales
Sales and One-To-One Email
Sequences, templates and snippets get a keep, fix or kill call.
Session 4 · Forms
Forms and Conversion
Map every form to the properties it fills, then review how each one converts.
Session 5 · Automation
Workflows and Automated Email
Map your automation and leave with a fix list, in order.
Session 6 · Reporting
Reporting With Breeze
Build the cleanup dashboard and compile the six mini-audits into one full audit.
Brought To You By George and Jorge.
George B. Thomas
Founder, Sidekick Strategies
George has trained HubSpot humans for over a decade and lived in the platform since before the Super Admin role had a name. He teaches the way a coach does: specific, honest, and always pointed at what you'll do differently on Monday.
Jorge
HubSpot Expert, Sidekick Strategies
Jorge is the hands-on platform human behind Sidekick's portal builds, workflows and CRM setups. He works inside HubSpot portals every day, so every check in this audit comes from real portals, not theory.
Reserve Your Seat
Per seat · May 6, 2027, 10:00 AM Eastern
- The full live workshop, all six mini-audits
- Every Breeze prompt card, yours to copy and paste
- The session recording to keep
Bringing a team? Five seats are $3,999. Reserve a team of five.
Backed by our guarantee: a full refund by the first break, half back by the halfway break, and a free seat at the next workshop if we miss the mark.
