Find out what's broken in HubSpot.

Frequently asked questions

Everything you need to know about the free HubSpot audit.

What is a HubSpot audit?

A HubSpot audit — also called a HubSpot portal audit — is a structured review of your entire HubSpot instance: data quality, object and pipeline structure, workflows and sequences, marketing tool utilization, reporting, integrations, and user access. The output is a written report that tells you exactly what's broken, why it matters, and what to fix first, with each finding scored by priority and effort.

Does the audit include HubSpot cleanup recommendations?

Yes. Data cleanup is a core part of the audit: we flag duplicate contacts and companies, property bloat, stale fields, and low fill rates, then hand you a prioritized fix list scored by effort and impact. You get a clear HubSpot cleanup plan you can run yourself or have us implement.

What does the HubSpot CRM audit cover?

Six areas: data system & governance (duplicates, property bloat, fill rates, pipelines), marketing utilization (forms, emails, campaigns, ads, attribution), automation & process (workflows, sequences), CRM customization, integrations, and users & security (seats, 2FA, permissions). A typical report runs 20+ pages with prioritized recommendations.

What does HubSpot consulting cost?

The audit itself is completely free, with no commitment. Ongoing HubSpot consulting — implementing the recommendations, cleanup, and maintenance — is scoped and priced separately based on the size and complexity of your portal. The audit report is yours to keep either way, so you can act on it in-house or with us.

Is my data safe during the audit?

Yes. The audit requires read-only access to your HubSpot portal. No data is modified, moved, or deleted during the process.

How long does the audit take?

Days, not months. Once we have read-only access, our consultants and AI audit engine review the portal and deliver the written report along with a live walkthrough, typically within a week.

Why hire a HubSpot consultant instead of fixing it in-house?

Most portals accumulate years of tech debt: duplicate records, undocumented workflows, unused properties, and dormant tools your subscription already pays for. Experienced HubSpot consulting brings pattern recognition from dozens of portals, so a consultant can tell you in days what would take an internal team months to untangle — while your team stays focused on selling. Starting with the free audit lets you see that judgment before committing to any paid work.

What does a HubSpot RevOps consultant do?

A HubSpot RevOps consultant aligns your revenue operations inside HubSpot: cleaning and structuring CRM data, building and documenting automations, and wiring up reporting leadership can actually trust across marketing, sales, and service. At Revstac that work is done by senior consultants paired with AI tooling for deduplication, ICP classification, and our audit engine.

What makes Revstac different from other HubSpot consultancies?

Revstac is a HubSpot consultancy staffed by senior RevOps professionals with 7-15+ years of experience. You're not handing your CRM to junior consultants. We pair that judgment with AI tooling for deduplication, ICP classification, and our audit engine, and we're a HubSpot Solutions Partner. The audit is a working deliverable, not a teaser for a sales pitch.

Which HubSpot tiers do you support?

We work with HubSpot Professional tier and above, across Marketing, Sales, and Service Hubs. If you're on another CRM and considering a migration to HubSpot, we can help with that too.

What happens after the audit?

That's up to you. Some companies take the report and fix things internally. Others have us implement: data cleanup, structure, automations, and reporting, followed by ongoing maintenance targeting 99% CRM cleanliness. There's no obligation either way.