An audit with purpose, surfacing the opportunities in your portal
Find out exactly what's broken in your HubSpot portal before it costs you more leads — and get a written roadmap to fix it.
A fully focused audit on the areas that matter
HubSpot Platinum Partner
Certified and delivering across New Zealand & Australia, from Auckland.
HubSpot audits
A written, prioritised diagnosis of your portal
Most HubSpot problems don't announce themselves. Leads quietly stop syncing, automations fire twice, reports drift away from reality — and everyone works around it because nobody's sure what's actually wrong. (Cue the workarounds.)
An audit replaces the guesswork with a written, prioritised list: what's broken, what it's costing you, and what to fix first. It's the same framework we've run across dozens of portals — findings you can hand to any team, ours or yours, and a clear view of the fastest wins.
Sound familiar?
Something’s off, but what?
Leads are slipping, reports look wrong, and every fix seems to break something else. You know it’s not right — you just can’t see where.
Paying for Hubs you barely use
The subscription covers features nobody’s touched since onboarding. You’d like to know what’s wasted and what’s worth switching on.
Scared to touch anything
The last person who edited a workflow broke lead routing for a week. Now nobody changes anything, and the problems just sit there.
Honest, fixed pricing
Focused
One area, examined properly
$1,500fixed, ex GST
- A single hub or process
- Prioritised findings
- Written recommendations
Full portal
Everything, assessed
$2,750fixed, ex GST
- All hubs in use
- Data quality review
- Prioritised remediation plan
Complex
Multi-portal or heavily customised
$4,500fixed, ex GST
- Multiple portals or integrations
- Custom object review
- Full remediation roadmap
What's included, step by step
01
Access
You give us portal access — view-only is fine. Nothing gets changed without your say-so.
02
Examine
We go through your portal properly: data, workflows, pipelines, reporting, permissions, the lot.
03
Report
You get a written, prioritised diagnosis — what’s broken, what it’s costing you, and what to fix first.
04
Debrief
We walk you through it in plain language, answer your questions, and you decide what happens next.
“Zippily are exceptional. They’re organised, knowledgeable, reliable and genuinely trustworthy, everything you want in a technical partner. We’ve loved working with them and will absolutely continue the relationship long term”
Christine Kearney — PH Digital
Proof in our promise
How this played out for PH Digital
1
Comprehensive findings roadmap to make clear decisions
One of ten ways we get teams more from HubSpot.
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Before you book — the honest answers
How long does it take?
A focused audit of one area moves quickest; a full portal takes longer to do properly. Either way you get a date at kickoff and a written report at the end — not a slideshow.
What does it cost?
A focused audit of one area is $1,500, a full portal audit is $2,750, and a complex or multi-portal setup is $4,500. Fixed prices — the scoping conversation is free.
What do you need from us?
Portal access and 30 minutes with someone who knows how the team actually uses HubSpot. We do the digging.
What happens afterwards?
The report is yours. Fix things internally, hand it to another partner, or have us do it — the audit’s job is a clear picture, not a sales funnel.
Suspect your portal’s underperforming?
A free 30-minute chat about the symptoms — we’ll tell you honestly whether an audit is worth your money.
Book your free chat