The $497 HubSpot Audit That Pays for Itself
Thirty minutes with Leaptk on your live portal: where pipeline logic, data, and automation are costing you time and revenue—and what to fix first. You leave with a written 30-day roadmap, not a generic PDF scorecard.
Built for founders, RevOps, and sales leaders who need operational clarity—not another tool demo. Part of how we work with startups standardizing on HubSpot and ERPNext.
What you get
Four concrete workstreams we cover in the session and reflect in your roadmap.
Pipeline architecture review
Stages, exit criteria, and handoffs—mapped to how your team actually sells, not a textbook funnel.
Data quality assessment
Duplicates, property sprawl, and source-of-truth gaps that quietly break reporting and forecasting.
Automation gap analysis
Where work is still manual between marketing, sales, and success—and what to automate first.
Custom 30-day roadmap
Prioritized fixes you can execute with your team or with Leaptk; sequenced for impact, not vanity.
Who this is for
If this sounds like your week, you are in the right place.
- B2B teams roughly 11–50 people where HubSpot is the system of record for revenue
- Forecasting wobbles because CRM hygiene and stage discipline are inconsistent
- Reps work around HubSpot instead of in it—shadow spreadsheets, stale deals, missing next steps
Outcomes we hear after audits
Paraphrased themes from recent HubSpot work—your mileage depends on what we find in your portal.
Leadership stopped debating “what stage is this really in?” once stages and exit criteria matched how ops actually delivers.
Reporting stopped fighting the CRM after we cleaned ownership rules and killed redundant properties cluttering every view.
From a recent audit call
“We finally had someone name the three reasons our forecast was fiction—stale close dates, stage skipping, and no owner on expansion. The roadmap gave us a sequence we could actually run without stopping the quarter.”
— VP Sales, B2B services · 35 employees · HubSpot Sales Enterprise
How it works
Book a 30-minute slot
You share a short context note (portal link, rough team size, top pain). We come prepared.
Live working session
We review your HubSpot with you—pipelines, key objects, and a sample of real deals—not a slideware pitch.
Roadmap in your inbox
Written summary plus a 30-day plan: quick wins, structural fixes, and what to defer on purpose.
Questions
We are not on HubSpot yet—does this still help?
Yes. We can run the same diagnostic lens on your current CRM and, if migration is on the table, outline a sane cutover plan into HubSpot.
How long is the engagement?
One 30-minute live session, plus the written summary and roadmap delivered shortly after. No multi-week mystery process.
What happens after the audit?
You decide. Some teams implement the roadmap internally; others ask Leaptk to quote implementation sprints. There is no obligation to buy further services.
Will you try to sell us a big project?
We will be clear if something is out of scope for $497. If you want help executing, we will scope separately—no pressure in the audit call itself.
Our portal is a mess—is that embarrassing?
It is normal at your stage. The point is to name the mess, triage it, and sequence fixes so you are not rewriting everything at once.
Do you need admin access?
Super admin or a well-prepared screen-share is enough for most audits. We will confirm what we need when you book.