Is the HubSpot Diagnostic free?
The 10-hour review costs 30 UF plus VAT. It is free if you contract a 12-month operations plan. The first 30-minute conversation is always free.
Start · HubSpot Diagnostic
Know what your HubSpot has before paying to fix it.
In 10 hours we inventory workflows, integrations, properties, reports and permissions, find what is broken or forgotten, and give you a prioritized plan.
- 30 UF plus VAT · free with a 12-month operations plan
- Read-only access
- 1 to 2 weeks
- The inventory is yours
What we hear every week
When does it make sense?
Before commissioning another implementation or buying more licenses, document what exists and decide with evidence.
You inherited a portal and nobody can explain what each workflow does.
An integration depends on one person or vendor and you do not know who owns the code.
Two reports show different numbers and there is no shared definition.
You are renewing licenses or commissioning a project and want to decide with data.
How we work
How it works
Four steps, no demo and no changes to your operation.
- 01
30-minute conversation
One concrete problem, its impact and your starting point. No CRM access.
- 02
Read-only access
We agree the scope, the counterpart and the access needed, in writing.
- 03
10 hours of review
Workflows, integrations, properties, reports, permissions and portal usage.
- 04
Findings meeting
Inventory, risk list, prioritized backlog and plan recommendation.
What you take away
What you receive
Four deliverables you can use with us or with another provider.
- Portal inventory: what exists, what it is for and what it depends on.
- Risk list: unmonitored integrations, orphan workflows, duplicates, reports that do not reconcile and permissions.
- Prioritized backlog: what to address first and what can wait.
- Plan recommendation: what goes to Solve and what goes to Operate.
Documented automations
In your name
| Workflow | Owner |
|---|---|
| Opportunity assignment | Client team |
| Follow-up reminder | Client team |
| Duplicate check | Client team |
What we review in the 10 hours
We record the purpose, dependencies and identifiable owners of each piece.
Workflows
Purpose, dependencies, owners and forgotten automations that are still active.
Integrations
What connects, who holds the code and keys, and whether it alerts on failure.
Properties and data
Duplicates, unused fields and business rules nobody applies.
Reports
Definitions, filters and why two dashboards disagree.
Permissions and usage
Who can change what and who actually records.
Licenses
What you pay, what you use and what is not worth renewing.
Want to know if this applies to your case?
Book a 30-minute diagnostic30 minutes with Roberto. No demo and no access to your CRM.
Written guarantees
What we put in writing for this service
- It’s yours.
Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.
We put them in writing because they are what we control.
What comes next
After the diagnostic
The diagnostic does not include fixes. Anything that needs work goes into the backlog with scope and price agreed before execution.
Price
30 UF plus VAT for the 10 hours and four deliverables. Free if you contract a 12-month operations plan.
What is excluded
Rebuilding workflows, implementing integrations or migrating data. It does not promise sales or everyday CRM use either.
If something needs fixing
You move to Solve: Reports that reconcile, HubSpot Rescue or Integrations with an owner.
See HubSpot RescueIf you want us to operate it
An Operate plan with written response times, alerts and reviewed numbers.
See operations plans
Straight talk
What we promise and what depends on your team
We leave your HubSpot prepared, connected and working. What we cannot do from outside is lead your team: that belongs to your management, and we would rather say so than promise it.
What we do
- We design HubSpot so data entry is the minimum.
- We automate what is done by hand today and connect your systems.
- We solve problems with integrations, monitors and our own tools.
- We train your key users and leave everything documented and in your name.
- We give you a usage report per person so your management can require it.
What your management leads
- Everyday use of the CRM and the team’s routines.
- An internal owner with time to decide.
- What gets fixed first and what can wait.
- Requiring the records, with the usage report in hand.
We do not become your sales manager or your team leader. We give you everything you need so you can be.
People, not tickets
Who works with you
Three fixed people know your account and answer for it. Behind them, a broad network of HubSpot specialists across Latin America supports delivery depending on the work. Based on demand and expertise, the core team or a named specialist takes the Managed or Dedicated role, always under the Revenue Architect’s guidance.
Core teamRoberto Guerra
Founder & Revenue Architect
More than 15 years in the field
Designs the CRM architecture, integrations and operation of each account. Makes sure we solve the problem, not just close the ticket.
Core teamJesús Ruiz
Senior RevOps Specialist
More than 8 years in RevOps
Technical and strategic. Builds the solutions and knows mid-size and large sales teams across industries.
Core teamBruno Henríquez
RevOps Specialist
3 years in RevOps
Technical specialist and daily support. The person you talk to most: takes your requests, solves them and keeps you posted.
- Specialist network
A broad network of HubSpot specialists
Across Latin America: integrations, data, marketing ops and development
They are available when the work calls for it, with a named user and the Revenue Architect’s guidance.
“Everything else has stayed exactly as you left it.”
CRM technical lead
B2B technology platform · Chile
Straight answers
Frequently asked questions
Do you need admin access?
No. Read-only access to the portal is enough. We agree in writing what we review and who the counterpart is.
What if I do not continue with you?
The inventory, the risk list and the backlog are yours. Use them with your team or with another provider.
How long does it take?
Between one and two weeks from the moment we have access, depending on the size of the portal.
Does it include fixing workflows or integrations?
No. It includes an inventory, risks, a prioritized backlog and a plan recommendation. Fixes are agreed separately with a fixed scope and price.
What do you review inside HubSpot?
Workflows, integrations, properties, reports, permissions and usage. Anything that needs more investigation is flagged as pending, never presented as validated.
Do you promise my team will use HubSpot?
No. We review and document usage; everyday use is led by your management. We give you a simple system and a usage report per person so you can require it.
Let’s talk
Tell us what is failing
Three answers and your details. We will contact you to arrange the 30-minute diagnostic.
- We review one concrete problem and its impact.
- We tell you which family fits: Start, Solve or Operate.
- If there is a fit, we agree on the next step.
Roberto GuerraFounder and Revenue Architect · accountable for your account
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