Branchlead

HubSpot audit

You inherited a HubSpot nobody can explain. We get it back to standard.

You didn't build this. An agency set it up and moved on, or it came half finished with the last person who left. Now you're paying for it every month and nobody's quite sure what it does, so the team works around it instead of in it. We see this most weeks. We map what your HubSpot actually does today, fix what's broken, and get it back to a standard your team can run. You don't start over.

Book a free consultSee what we fix
Audit firstQuality-first pricingNo lock-inYou own everything we buildSurry Hills, Sydney

You'll recognise some of these.

None of it means you did anything wrong. It means the system was never finished, or never explained. Here's what an inherited HubSpot usually looks like by the time people call us.

  • Automation is running that nobody can explain, and everyone's scared to turn it off.
  • The same contact or deal shows up two or three times, so the numbers are never quite right.
  • You ask one question and the reports give you three different answers.
  • Importing a deal quietly creates a second deal, and nobody's sure why.
  • There are fields and properties with no labels or notes, so the team can't tell what to fill in.
  • You're paying for a tier, seats or tools that you're fairly sure nobody uses.
  • You have an idea of what HubSpot was meant to do, but not what it's actually doing.

How we get it back to standard.

Step 1

A free consult

We talk through what you inherited and what's hurting most. If you don't need us yet, we'll tell you. There's no charge for this part.

Step 2

The audit and the map

We go through the account and map what it does today in plain English: what's broken, what's duplicated, and what you're paying for but not using. The map is yours to keep either way.

Step 3

Fixed in priority order

We fix what's worth fixing first, on a plan you sign off before we start. We keep what already works and turn off what shouldn't be running.

Step 4

Documented, then it's yours

Your team learns to run it, everything's written down, and you own the result. You're not locked to us to keep it working.

Why people choose this over starting again.

Plenty of agencies will happily rebuild your HubSpot from zero. It's more billable and it throws away work you've already paid for. Getting what you've got to standard is the harder job, and it's usually the right one.

 Rebuild from scratchGet it to standard
What happens to your dataMigrated again, fresh risk of lossKept in place, cleaned and de-duplicated
The work you've paid forThrown outKept where it works
How long it takesMonths, from zeroWeeks, in priority order
What you're left withA rebuild, and a tie to whoever built itWhat's worth keeping, and it's yours

Is this for you?

A fit if

  • You already have HubSpot and don't trust what it's doing
  • Someone else built it and you're left running it
  • You want it fixed once and handed back, not managed forever

Not a fit if

  • You don't have HubSpot yet and want it stood up from scratch (that's a different conversation, and we can have it)
  • You want someone to log in and run your marketing for you each month

Find out what your HubSpot is actually doing.

Start with a free consult. We'll tell you what the work is, what it costs, and how long it takes, before you commit to anything.

Book a free consult

Common questions.

Do I have to rebuild my HubSpot from scratch?

Almost never. Most of what we see was set up by someone else and just never finished, or built for a different business and handed to you. We audit what you've got, fix what's broken, and get it to a standard your team can run. You keep what already works.

What does the audit actually give me?

A plain-English map of what your HubSpot does today: the automation that's running, the duplicate records, the reports that disagree, and the tiers and seats you're paying for but not using. It's the first piece of paid work, and the map is yours to keep whether or not you build the rest with us.

We don't really know what's broken. Is that a problem?

No, that's the normal starting point. You're not meant to know. Most people we talk to have an idea of what HubSpot was meant to do, but not what it actually does. Finding that out is the job. You point us at the account and we tell you.

Will you tell us to stop paying for things?

Yes, when it's true. If you're on a higher tier than you use, or paying for seats and tools nobody touches, we'll say so and tell you to drop them. We'd rather you trusted us than spent more.

How do you charge?

After a free consult we'll tell you what the work costs, in priority order, before you commit, and you own everything we touch.

Other things we fix.

Sales & CRM

Deals living in inboxes and people's heads.

Marketing

Automation nobody can explain.

Reporting & Dashboards

Reports that don't agree.

Migration

Moving to HubSpot without losing anything.

Integrations

Tools that don't talk to each other.

All services

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HubSpot services

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Contact

info@branchlead.com

(02) 8020 5982

81-83 Campbell St, Surry Hills, New South Wales, 2010

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Book a free consultation and we'll map the fastest path to a HubSpot that works for you.

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