Fix My HubSpot
A messy portal, fixed in 30 days.
A fixed-scope audit and remediation for HubSpot portals that grew faster than the architecture. We map what's there, prioritize the fixes with the highest ROI, and ship them, without breaking your team's day-to-day.
- 30-day engagement
- Elite HubSpot partner
- Zero-downtime remediation
- 30 days
- Audit to remediation live
- 8 areas
- Scored across the portal
- Fixed scope
- Flat fee, clear deliverables
- 0
- Downtime to your team
The problem
Your HubSpot works, but nobody trusts it.
Duplicate contacts everywhere
Enrichment tools, form fills, and imports have created a graveyard of duplicates and half-records.
Workflows nobody understands
Layers of automation from three different admins, with no docs and no owner.
Reports that don't tie out
Sales, finance, and marketing each pull different numbers from the same portal.
Permission sprawl
Everyone is a Super Admin, no audit trail, and sensitive data is one export away.
The solution
A 30-day fix, ranked by ROI.
We audit eight areas of your portal, score them, and ship the highest-impact fixes on a fixed scope, with your team never losing a day of work.
Full portal audit
Data model, workflows, reporting, integrations, permissions, lifecycle, deals, and hygiene, scored and prioritized.
Remediation sprint
The top fixes shipped in a two-week sprint, sandbox-first with rollback for every change.
Documented handover
New architecture, workflow docs, and an owner's manual your admin can maintain.
Optional retainer
Roll into managed services if you want us to keep the portal clean going forward.
What's included
Eight areas audited & scored.
PILLAR 01
Data model & objects
The foundation everything else sits on.
- Object, property, and association review
- Redundant and unused property cleanup
- Custom object recommendation
- Lifecycle stage rationalization
PILLAR 02
Workflows & automation
Legible, safe, and owned.
- Inventory of every active workflow
- Deprecation of orphaned automation
- Refactor for reliability and re-enrollment
- Documentation with a named owner
PILLAR 03
Reporting & dashboards
One version of the truth.
- Report rationalization by audience
- Calculated field cleanup
- Executive dashboards rebuilt
- Reporting governance in writing
PILLAR 04
Permissions & security
Least privilege, everywhere.
- Role and team restructure
- Field-level and audit-log setup
- SSO and 2FA hardening
- Data export and PII review
Process
Four weeks. Predictable output.
- 01
Audit
Week 1. Full portal walkthrough with your team and a written scorecard.
- 02
Prioritize
Week 2. Ranked fix list with effort, risk, and business impact, signed off before build.
- 03
Remediate
Weeks 3-4. Sandbox-first fixes shipped in a two-week sprint.
- 04
Handover
Documentation, training, and an owner's manual your admin can run with.
READY WHEN YOU ARE
Get your portal back on track.
Tell us what's broken. We'll come back with an audit scope and a flat-fee quote within one business day.