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PivotHubSpot Solutions Partner since 2014 · Platinum tier

Pivot Instant Audit · HubSpot Portal Health Report · Read-only audit

58
out of 100

At risk

Portal 12345678 · 9/1/2026

Your Portal Health Score

Data & pipeline

11/25

12 of 13 checks ran

Hubs & seats

17/25

3 of 4 checks ran

Integrations

16/25

2 of 2 checks ran

Automation & AI

14/25

2 of 2 checks ran

What it's costing you

  1. 1

    Deals past their close date

    Review each deal and update the close date or mark it closed lost.

    $186,000

    in open deals

  2. 2

    Expired quotes

    Follow up on expired quotes and reissue or close them out.

    $74,500

    in expired quotes

  3. 3

    Duplicate contacts

    Merge duplicates and turn on duplicate management.

    212

    records

  4. 4

    New leads not yet contacted

    Reach out to these leads now, and route new leads to an owner and a follow-up task automatically.

    63

    records

  5. 5

    Paid seats not in use

    Remove or reassign unused seats.

    $5,760

    per year in seat cost (estimate)

Your recommended next step

CRM Makeover · 2-week cleanup

CRM Makeover: Plus

$7,500–$9,500 · 2 weeks

Fix the data first, so your reports and AI agents actually work. We clean up duplicates, owners, stale deals and the gaps this audit found.

What sets the price: 54,000 contacts and companies, 3–7 years on HubSpot, 3 integrations writing data.

Complexity 5: integrations 2, years 1, records 1, duplicates 1

Also in scope: 412 open deals, 38 users, 2 custom objects.

Data Hub likely required
Book my CRM Makeover call

What you get

  • Stakeholder interviews and a process map of what's working
  • Data cleanup: duplicates merged, orphaned records assigned to owners, stale and past-close deals resolved, unused properties archived
  • Pipeline and lifecycle rules (required fields, stage definitions, lead routing)
  • Admin automations that take the busywork off sales and marketing
  • Up to 3 AI agents set up safely (read-only or approval-first)
  • Hands-on team training
  • The reports you've been wanting, built on clean data
  • A before/after Portal Health Score re-audit

Plus adds

  • Deeper historical cleanup and archiving
  • Integration field-mapping fixes
  • 2 training sessions

How it works

  1. 115-min call with Jane
  2. 2Scoping review of this audit
  3. 3The makeover
  4. 4Re-audit reveal
  5. 530-day check-in

Your audit says we'd start with

  • Deals past their close date$186,000
  • Expired quotes$74,500
  • Duplicate contacts212 records

Works best when your team commits time for interviews and training. We'll tell you exactly how much on the call.

Book my CRM Makeover call

15 minutes with Jane. No pressure. We'll confirm scope and price.

Then keep it clean

Follow-on: your fit

HubSpot Admin Subscription: Growth

$3,750 a month

No setup fee on a 6-month agreement. Monitoring live in 5 business days.

FactorValueScore
Users38 (measured)2/3
Hubs in use4 Professional (self-reported)2/3
Integrations1–2 custom (self-reported)2/3
AI agents0–1 (self-reported)1/3
Response timeNext business day (self-reported)2/3
Records54,000 (measured)2/3
Total11/18
Start my subscriptionTalk it through with Jane · 15 min

Full fix list

Data & pipeline

  • Fix this

    Deals past their close date

    47 open deals worth $186,000 are past their close date.

    Fix: Review each deal and update the close date or mark it closed lost.

  • Fix this

    Duplicate contacts

    212 contacts share an email or name and company with another record.

    Fix: Merge duplicates and turn on duplicate management.

  • Needs a look

    Contacts with no owner

    1,340 contacts have no owner, so no one follows up.

    Fix: Assign owners with a workflow or rotation.

  • Fix this

    New leads not yet contacted

    63 of 140 leads created in the last 14 days haven't had a call, email or meeting yet.

    Fix: Reach out to these leads now, and route new leads to an owner and a follow-up task automatically.

  • Fix this

    Expired quotes

    18 quotes worth $74,500 in total have expired without being signed.

    Fix: Follow up on expired quotes and reissue or close them out.

Hubs & seats

  • Needs a look

    Paid seats not in use

    4 paid seats own no records.

    Fix: Remove or reassign unused seats.

  • Looks good

    Marketing contacts

    Marketing contacts are within your tier.

Integrations

  • Needs a look

    Apps creating records

    3 connected apps create contacts without a source set.

    Fix: Map a source property on each integration.

  • Looks good

    Connected domains

    Both email sending domains are authenticated.

Automation & AI

  • Needs a look

    Workflows with errors

    9 active workflows have enrollment errors.

    Fix: Review and fix or turn off failing workflows.

Ready to fix what this audit found?

Pivot runs HubSpot admin for growing teams. HubSpot Solutions Partner since 2014 · Platinum tier.

Email: info@pivotslc.com · Web: www.pivotslc.com · Book a call: https://www.pivotslc.com/meetings/janejohnson15

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