Free · Full Report · HubSpot
Run a free scan of your HubSpot portal across 10 dimensions. Get your composite score, every finding and recommendation, a 30/60/90 day plan, and a downloadable PDF — the complete report, free, no card required.
What's in your report
Real output from a HubSpot portal — yours will be different
From a real audit
Not a generic checklist. Every finding is specific to your portal, with the AI consequence spelled out in plain terms.
D01 · Contact Data
Half the contact base is invisible to AI personalisation, outreach, and predictive scoring — the core use cases the platform was bought for.
D02 · Company Data
Every Breeze enrichment feature needs a company record to enrich against. Right now, none of them have one.
D07 · AI Activation Readiness
Three compounding gaps mean switching on Breeze AI today wouldn't accelerate this portal — it would amplify the gaps at machine speed.
Anonymised findings from a real HubSpot portal audit.
Who it's for
If any of this sounds familiar, your free report will show you exactly where the gaps are — across 10 dimensions.
Your team spends more time updating records than talking to prospects and customers.
Everyone's talking about AI agents — nobody's shown you what one looks like inside your actual portal.
Lead volume is growing faster than your team's ability to qualify and respond to it manually.
Years of legacy fields, dead automations, and "we've always done it that way" — nobody's sure what's actually used.
It's included in your plan — but dormant, unconfigured, and not delivering any value yet.
Before spending on AI agents or a bigger CRM project, you want a data-backed picture of where you stand today.
The framework
Every dimension is weighted and benchmarked against HubSpot's official guidance and verified industry sources. Foundational dimensions count for more — everything downstream inherits their integrity.
Most first-time scans land in Foundation Gap or Stabilize — that's normal, and exactly what the report is for.
What's included — all free
No payment, no obligation, nothing held back. Paste a read-only token and get the complete report from your own portal.
A score out of 100, weighted across 10 dimensions and benchmarked against HubSpot's official guidance and verified industry sources.
Foundation Gap, Stabilize, Optimize, or Activate — so you know exactly where you stand before touching any AI feature.
Every dimension scored, with a plain-English finding and a HubSpot-verified recommendation — not just a summary.
A sequenced plan with task owners and effort estimates — what to fix first, second, and third.
12 items that need a human look inside HubSpot, with exactly where to find them and why they matter.
Everything above, in one document you can share with your team — yours to keep, with or without us.
See it for yourself
Not a mockup. This cover is generated directly from a real HubSpot portal's data — the same branded PDF you'll download, with your own score, tier, and findings.
Cover page from a real audit — yours will reflect your own portal
The path forward
The report doesn't stop at the score — it includes a sequenced plan to move through the tiers.
Fix the data-quality blockers that compound across every other dimension.
Close the at-risk gaps and put governance around workflows and access.
Switch on Breeze AI features in the sequence HubSpot recommends — against a clean foundation.
If you're on a different CRM, weighing up a switch, or just want to talk through your results with someone — grab 15 minutes. No pitch, no obligation.
Book a free 15-min call ↗ Or get my free HubSpot report firstA short, honest conversation — not a sales pitch.
What CRM you're using today, and how it's actually working for your team.
Specific, realistic opportunities — not generic "AI will transform your business" talk.
What we'd recommend doing first — with or without us.
Prefer email? Get in touch →
FAQ