Is HubSpot working as well as it should?

Your HubSpot Portal Audit can include a review of:

CRM structure
We assess how your contacts, companies, deals, properties and records are structured, and whether your CRM reflects the way your business actually operates.

Data quality and segmentation
We review whether your data is clean, usable and segmented in a way that supports sales, marketing and reporting.

Lifecycle stages
We assess how contacts move through your customer journey and whether lifecycle stages are clearly defined and consistently used.

Sales pipelines
We review whether your deal stages, pipelines and sales processes are set up to give leadership a reliable view of performance.

Marketing automation
We assess your workflows, nurture journeys, internal notifications and automation opportunities.

Reporting and dashboards
We look at whether your current dashboards give you meaningful insight into marketing performance, sales activity, pipeline and ROI.

Forms, landing pages and campaign tracking
We assess whether your lead capture and campaign tracking are set up to connect marketing activity with commercial outcomes.

Adoption and usability
We identify areas where the setup may be making it harder for your team to use HubSpot consistently.

At the end of the audit, you receive a clear summary of findings and recommendations.

This may include:

• HubSpot audit summary

• Priority action list

• Quick wins

• Longer-term recommendations

• Suggested implementation phases

• Follow-up walkthrough call

The aim is to give you a practical roadmap, not a theoretical report.

After the audit, you will have a clearer view of:

• What is working well in your HubSpot portal

• What is holding your team back

• Where data, reporting or automation needs improving

• Which issues should be prioritised first

• Where there are quick wins

• What a better HubSpot setup could look like

• Whether you need light optimisation, a structured clean-up or ongoing support

This audit is ideal for businesses that:

• Sell B2B products or services

• Have a sales team, marketing team or founder-led sales process

• Want better visibility across sales and marketing performance

• Are not confident their HubSpot portal is set up properly

• Need support with automation, reporting, CRM structure or adoption

• Want to improve HubSpot without overcomplicating their setup

Step 1: Free diagnostic call

We start with a 30-minute call to understand your current setup, challenges and goals. This helps us identify whether Marmalade is the right fit and whether a deeper review would be valuable.

Step 2: Paid portal audit

If a more detailed assessment is needed, we will recommend the most appropriate audit scope. This will be based on your current HubSpot setup, complexity and priorities.

Step 3: Findings and recommendations

You receive clear recommendations, prioritised actions and a practical roadmap for improvement.

Step 4: Implementation support

If you want support putting the recommendations into action, Marmalade can help with HubSpot setup, optimisation, automation, reporting, integrations, campaigns and ongoing support.

Marmalade Marketing helps growing B2B businesses get more value from HubSpot.

We support teams with:

• HubSpot onboarding

• HubSpot implementation

• Portal optimisation

• CRM structure

• Marketing automation

• Reporting dashboards

• Data segmentation

• Website and landing page support

• Integrations

• Ongoing campaign delivery

We are particularly experienced in working with small and medium-sized businesses that need practical HubSpot support without unnecessary complexity.

Our role is to help you make HubSpot useful, measurable and manageable.