We connect Claude to your live HubSpot, read-only, and grade it across thirteen areas. You get a Portal Health Score you can track over time, your headline risks, and a prioritised action plan in plain English.
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A qualitative synthesis from the same evidence, scored area by area, so you can see exactly where the gaps are.
Who can do what, and what we could and couldn't see.
Contacts, companies, deals and tickets, and how they're growing.
Custom fields: coverage, duplicates and orphans.
Stage probabilities vs reality, and where the forecast misleads.
Stuck leads, backward movement and untouched contacts.
What's automated, what's missing and what's misfiring.
Active vs static, and whether they still make sense.
Completeness, consistency and the fields that matter most.
Whether your dashboards tell the truth you need.
Connected apps, and where data falls through the gaps.
Permissions, seat use and access hygiene.
GDPR legal basis, PII and retention exposure.
AI readiness is our read on whether your data is fit for AI to use: complete, consistent, and defined clearly enough for an AI teammate to work from it safely rather than guess. It is scored out of 100 like every other area in the audit.
We never change or delete anything. We interrogate your live portal, cross-check every finding, then challenge our own severity ratings before you ever see them.
Verify read-only access and exactly what we're reviewing.
Query contacts, companies, deals and tickets directly.
Ten parallel deep dives across the audit areas.
Check every finding against your own definitions.
One findings register, each with a severity tag.
Challenge every tag, separating "we can't see it" from "it's broken".
A single score out of 100, plus a grade for each of the thirteen areas, that you can re-run and track over time.
The two or three issues that genuinely need a decision, separated from the long tail of tidy-up.
Phase 1 and Phase 2 action tables, in plain English, with jargon explained the first time it appears.
£1,995, fixed, one-off. A full, read-only review of your live portal with a score, your real risks and a clear plan.