The HubSpot core
An independent read on whether your CRM will hold.
Somebody outside the build, and outside the agency that did it, telling you plainly where the architecture will break as you grow, and what to fix first.
A named specialist replies within one working day. No sales sequence.
What is a CRM architecture review?
An independent assessment of a HubSpot portal’s data model, automation, integrations and reporting against where the business is going. It produces a prioritised list of structural risks and the order to address them, without any obligation to have us do the work.
What you get
What you get.
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01
A structural read
Data model, associations, automation load, integration design and reporting foundations, assessed against your growth plan rather than against best practice in the abstract.
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02
Risks, ranked
What breaks first, what it costs when it does, and roughly what it takes to fix. No fifty-page appendix.
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03
A second opinion you can act on
Written so you can take it to your board, your current agency or your internal team without us in the room.
Scope and shape
Scope and shape.
Every engagement is scoped properly before it starts. This is the shape of a typical one.
- Typical duration
- Two to three weeks Mostly read-only access and three conversations
- What we need
- Read access and your growth plan The plan matters more than the access. Architecture is only right or wrong relative to where you are going
- Independence
- No obligation to engage us Plenty of reviews end with us telling you the current setup is fine
- Output
- A ranked findings document and a walkthrough Delivered live, so you can argue with it
Free, and yours to keep
Find out what is actually wrong with your portal.
An automated audit of data quality, workflows, unused licences and automation nobody owns. The findings are yours whether you engage us or not.
- Portal health
- Workflow audit
- Data hygiene
10,000 credits buys one of
- HubSpot-sent emails
- 666
- Workflow actions
- 3,333
- AI service conversations
- 200
- AI content pieces
- 10
How it runs
Access. Assess. Rank. Walk through.
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01
Access
Read-only portal access and a conversation about where the business is heading.
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02
Assess
Data model, automation, integrations and reporting, against that direction.
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03
Rank
Findings ordered by what breaks first and what it costs you.
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04
Walk through
A live session with the people who will have to act on it.
Somebody with the same problem
What changed, and what it was worth.
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Build · integrations
Rescued and rebuilt across 20+ product lines
A fragmented portal consolidated into one data model with documented integrations and a pipeline people use.
EPI-USE
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Grow · RevOps
An underused portal becomes a growth platform
Cleaned the CRM, rebuilt lifecycle stages and gave leadership a forecast they could defend.
W.consulting
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Build · website
A client portal and a theme-based website
Migrated off a legacy stack onto HubSpot with a modular theme the marketing team runs themselves.
Phillips Law
Already know you need this?
Skip the audit. Book 45 minutes.
Tell us what is going on and we come to the call having already looked at it. If we are not the right fit, we say so.
Related
What sits either side of this.
These are not silos. Whichever one you arrive for, the next one is already waiting.
Before you ask
The questions we get on this one.
How is this different from the HubSpot audit?
The audit inventories what exists and what is unused. The review is a judgement call about whether the architecture survives your next two years. Different question, different output.
Will you criticise our current agency?
We will describe what we find. Where a decision was reasonable given what they knew at the time, we say so. The point is the fix list, not the blame.
What if the answer is that it is fine?
Then that is the report, and it is worth having in writing.
Talk to us about architecture review
Tell us what is going on.
One form, one reply, from the person who would do the work. No sequence, no SDR, no chasing.
- A reply within one working day
- From a dedicated specialist, not an account manager
- No sales sequence unless you ask for one
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