Frequently Asked Questions

Following our discovery call we will know exactly what HubSpot needs to do to help you grow. We can then take a deep look under the hood to see how it's configured, look into the objects/properties, customer data, user permissions, and 124 other areas that we check.

Depending on the size of the datasets the audit takes from one to three days.

Approximately a week after the audit, we will invite you to a video call where we go through all of the areas of concerns, show how to remedy any issues and recommend items that you may want to add or change.

Yes. As a certified partner we will send you a special link for you to click which will grant us 'partner access' to your portal. During the audit phase we will not be making any edits/changes to your set up. It is strictly read-only.

That's entirely up to you. Some prefer to do that internally. Either way we will let you know exactly what needs doing and the associated time and costs involved.

Absolutely. We enjoy it. Having poor or inaccurate data is really unproductive and innefficient. Not to mention the costs of additional contacts can add up with HubSpot if you're not careful.

That really does depend. We aim to carry out all work within a week of the audit but some larger datasets may understandably take more time. We can give you a very accurate idea following the audit.