Most portals do not need a rebuild. They need someone to find the four workflows that quietly broke, the property nobody fills in, and the marketing contact setting that is inflating your bill every month.
In short
A HubSpot audit is a structured review of a live portal across five areas: data quality, automation health, pipeline and lifecycle configuration, reporting reliability, and licence and contact spend. Capra Digitals delivers findings as a ranked remediation plan — each item scored by business impact and effort — so you can fix the expensive things first.
Signals
Leadership stopped trusting reporting because nobody can explain the gap between them.
An automation has been erroring for months and no one is watching the alerts.
Marketing contact counts grow every quarter and nobody has audited what actually needs to be marketable.
The person who built it left, and nothing was written down.
What you get
Duplicate rate, fill rates on properties that matter, unused custom properties, association integrity and naming chaos.
ExploreEvery active workflow reviewed for errors, overlaps, infinite loops and rules that contradict each other.
ExploreWhether stage definitions match reality, whether lifecycle stages are set consistently, and whether your dashboards can be trusted.
ExploreMarketing contact settings, seat allocation and tier fit — usually the fastest money the audit finds.
ExploreHow it runs
Read-only portal access plus a 30-minute call on what leadership currently does not trust.
We run our standard checklist across data, automation, pipelines, reporting and spend, capturing evidence as we go.
Every issue scored for impact and effort, then sorted. Quick wins separated from structural work.
A live session where we explain each finding, answer the 'why does that matter' questions, and agree what happens next.
Questions
The questions we get asked on almost every call about this work.
Read-only super admin access is enough for the audit itself. We only need write access if you ask us to execute the fixes afterwards.
The portal review is about 90 minutes of focused work. Findings, ranking and the walkthrough session land within a week of getting access.
Often, yes — usually in marketing contact classification and unused seats. We cannot promise a number before looking, but licence spend is one of the five areas we always check.
No. The remediation plan is written so an in-house operations person can execute it. Plenty of clients do exactly that and bring us in only for the structural items.
Annually for stable portals, or after any major change: a new hub, a reorganisation, a merger, or a change of the person who owns the system.
Next step
Give us read-only access and a week. You get a ranked plan you can act on with or without us.