Score your revenue stack 1–10 across all four layers — before you spend another dollar fixing the wrong thing.
A two-week diagnostic delivered by a senior HubSpot architect. You leave with a 40-page report, a scored maturity model, and a 90-day roadmap your CRO can take to the board.
Who this is for
- B2B SaaS, $5M–$50M ARR
- Already on HubSpot (or migrating to it)
- Pipeline trust issues, forecast accuracy <80%, integration debt, or a new CRO doing diligence
Who this isn’t for
- Pre-PMF startups — get to product–market fit first
- Anyone looking for a sales pitch dressed as an audit
- Anyone who wants the report in 48 hours — good diagnosis takes time
Concrete artifacts. No PowerPoint theater.
Layer 1 — Source Stack (scored 1–10)
- Stack inventory: every tool, owner, cost, contract date
- Integration map: connected, broken, redundant
- Tool consolidation opportunities — typically $40K–$200K/year
Layer 2 — Data Model (scored 1–10)
- Object architecture review
- Lifecycle stage definitions and integrity audit
- Property hygiene + naming convention scorecard
- Salesforce-leftover detection (if migrated)
Layer 3 — Automation (scored 1–10)
- Workflow inventory + dependency map
- Lead routing audit with conversion-loss estimates
- Lifecycle automation review
- Sequence + email deliverability check
Layer 4 — Reporting (scored 1–10)
- Forecast accuracy backtest, last 4 quarters
- Pipeline metric definitions vs. industry standard
- CRO/board dashboard design
- Snowflake / Looker / data warehouse readiness
Plus
- 8 stakeholder interviews
- 100-point HubSpot feature usage audit
- 90-day prioritized roadmap with effort/impact scoring
- 90-minute live readout with your leadership team
How it runs.
Kick-off, NDA, HubSpot read-only access provisioned
Stakeholder interviews (8 × 45-min)
HubSpot deep-dive + integration mapping
Report drafting, scoring, roadmap
Internal review by senior architect
90-min live readout with your leadership team
What clients typically see.
- $40K–$200K/year in tooling spend identified for elimination
- 15–40 percentage points of forecast accuracy headroom
- 3–8 broken integrations discovered (typically silently dropping data)
Credited 100% against any engagement (Sprint, Integration, Retainer) signed within 60 days. If you don’t engage us, you keep the 40-page report and the roadmap — vendor-neutral, yours to take anywhere.
Common questions.
Free audits are sales pitches. We charge for the same reason a hospital charges for an MRI: the willingness to pay is part of the diagnosis.
You keep the report. It’s yours. Take it to a different agency — it’s vendor-neutral by design.
A senior HubSpot architect with 5+ years of mid-market SaaS RevOps experience. Never a junior. Never an SDR.
Yes — for migration assessments. Pricing is the same.
Yes, within 60 days, against any engagement of $15K+.
Always. Signed before the kickoff call.
Book the audit — $7,500.
No SDR. No qualifier. Senior architect on the call.