Lead capture
Are your website forms, chat and ads feeding HubSpot, with the source recorded?
Free · No obligation
Free HubSpot Health Check
Paying for HubSpot but not sure it's earning its keep? We'll review how your account is set up and send you a short, plain-English report with the five fixes that would make the biggest difference. Free, with no obligation.
Who this is for
For businesses that have HubSpot but not the results
Most HubSpot accounts we see were set up in a hurry, or by someone who has since left. The software can do far more than it's being asked to, and leads still slip through the gaps.
- Enquiries arrive, but follow-up still depends on someone remembering.
- Your contacts are messy, duplicated or missing key details.
- Nobody trusts the reports, so decisions are made on gut feel.
- You're paying for features you've never switched on.
Free · no obligation
What you get
- A written report in plain English, within five working days.
- Your top five fixes, ranked by the difference they will make.
- What you can fix yourself, and what is worth getting help with.
- No obligation. Use the report however you like.
What we check
Seven areas that decide whether HubSpot pays for itself
Contact data
Duplicates, missing fields and lifecycle stages that make sense.
Pipeline
Deal stages that match how you actually sell, and deals that are not stuck.
Follow-up
Tasks, sequences and automation available on your HubSpot plan.
Email and calendar
Whether conversations and meetings are being logged automatically.
Reporting
Dashboards you can trust for leads, pipeline value and conversion.
Unused features
What you're already paying for but not using.
How it works
Your report within five working days
- 01
Request your check
Fill in the form below and put "HubSpot Health Check" in your message, along with your HubSpot plan if you know it.
- 02
Give us temporary access
We send simple instructions for adding us as a user, or we can look through it together on a 30-minute screen share. You stay the owner of your account.
- 03
We review your account
We check the seven areas above against how your business actually wins customers.
- 04
You get your report
Within five working days. You can then remove our access, fix things yourself, or ask us for a fixed quote.
Who checks it
Checked by a founder, not a bot
Ash Cliffen, our co-founder who leads HubSpot CRM, carries out every Health Check personally and writes the report in plain English, so you get practical fixes rather than an automated score.
Ash Cliffen
Co-founder · Digital Director & CRM Architect
Has set up HubSpot for businesses like CS Clean Team, connecting it to the tools they already use.
FAQs
Common questions
Is the HubSpot Health Check really free?
Yes. There is no charge and no obligation. If you want help with the fixes afterwards, we will give you a fixed price first, and it is up to you.
Which HubSpot plans do you check?
Free, Starter and Professional accounts across the Sales, Marketing and Service Hubs. We judge your set-up against what your plan can actually do.
Will you change anything in my account?
No. We only look. Nothing is changed unless you later ask us to, and you can remove our access as soon as you have your report.
How long does it take?
You get your written report within five working days of giving us access.
What happens to my data?
We only use access to review your set-up, we never export or contact your customers, and we handle everything in line with our Privacy Policy.
Request your free check
Tell us where to look
Fill in the form and write "HubSpot Health Check" in your message, with your HubSpot plan if you know it. We will reply within one working day with the next step.
Prefer to talk it through? Call +44 115 647 3819 or book your free Growth Audit.