HubSpot Audit from Revenue Hub Latam connects to your portal with OAuth and returns a Portal Health Score from 0 to 100, findings by impact and an improvement plan. The audit only reads your portal. Paid actions do change HubSpot: the ones that turn on, turn off, archive, delete or remove users ask for confirmation in a dialog, and assigning an owner applies as soon as you pick the person.
It connects on any HubSpot plan, free CRM included. If your portal lacks a product, the audit skips that area without taking points off and the dashboard tells you so. What it reviews on each plan (in Spanish)
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In B2B companies in Chile and Latin America the portal rarely breaks at once. It drifts little by little and nobody notices until a report does not add up.
“The reports do not add up.” Every manager brings a different number from the same pipeline.
“Nobody knows which properties are used.” There are duplicated fields and nobody dares to touch them.
“The forecast depends on who counts it.” Overdue dates and deals with no next activity inflate the pipeline.
“We inherited a portal nobody dares to touch.” Workflows without an owner keep writing to your records.
Six steps. You connect the portal; the tool reads, scores and ranks what it finds.
No private app and no token to copy. You approve the permissions on the HubSpot screen.
Properties, data quality, pipeline, lifecycle, conversations, surveys, workflows, integrations, users, marketing and forms.
From 0 to 100, with the weight of each pillar in plain sight.
Every finding has its severity, its evidence grade and a suggested action.
From keep to review for archive, with its reason and its evidence grade. It does not recommend deleting.
An executive PowerPoint and an Excel workbook with the findings; YAML and JSON for consultants in the full version.
Six pillars with a fixed weight. Without active marketing the weights add up to 100; with marketing they add up to 108 and the score is rescaled to 100. Only the pillars that could be audited in your portal count.
Properties, core fields, placeholder values and associations.
Stages, close dates, lost reasons and lifecycle.
Next activity, stuck deals, conversations and surveys.
Workflows with errors, properties with several writers and integrations.
Inactive users, super admins and records without an owner.
Emails, lists and forms. It only weighs if you sent marketing email in the last 90 days.
A few screens, each one with a question: what to fix first and why.
The three risks with the most impact and three quick wins, each with its action.
Deals with overdue close dates, no next activity or no progress, with the open amount they represent.
Every property, workflow, list or form with findings gets a proposal and its evidence grade.
Forms, users, imports, API, workflows and apps: who creates your contacts, companies and deals.
Pipeline integrity, CRM usage and an executive PowerPoint to decide what to fix first.
HubSpot Audit for leadership (in Spanish)
Properties, workflows, record sources, users and an improvement plan with evidence.
HubSpot Audit for RevOps (in Spanish)We built it from what we see when we implement and rescue HubSpot with B2B companies in Chile and Latin America.
They complement each other: the tool measures the portal and the service checks whether it fits your operation.
Prices per portal, one-time payments, from anywhere in Latin America. You start for free, pay only if you want the full audit and, when you want to measure again, the re-audit.
USD 0No credit card
USD 490Per portal, one-time payment
USD 200Per re-audit, one-time payment
HubSpot Audit is a Revenue Hub Latam product. It grew out of the reviews we did by hand in every HubSpot diagnostic with B2B companies in Chile and Latin America.
They grew out of what we solve with clients in HubSpot. HubSpot Audit diagnoses the portal; the others cover the day to day.
Guides each person inside every HubSpot record while they work.
See HubCoachGives the sales leader a weekly routine and visibility by exception on top of HubSpot.
See Teamwork (in Spanish)Replicates setup between portals so you copy a clean base without rebuilding it.
See PortalSyncSizes HubSpot hubs, seats and contacts before you ask for a quote.
Open the simulatorIt is a Revenue Hub Latam tool that connects to your HubSpot portal with OAuth, reviews up to eleven areas across six pillars and returns a Portal Health Score from 0 to 100, findings ranked by impact and an improvement plan. Managers and RevOps teams in Chile and Latin America use it to know what to fix first.
When you connect, HubSpot asks you to approve permissions. Most are read permissions; the ones for workflows, forms and content are broad because HubSpot offers no read-only version. The audit uses them to read; only the paid actions you run make changes.
HubSpot Audit connects on any HubSpot plan, free CRM and Starter included. Four areas depend on products that not every plan includes: workflows (Professional or Enterprise), marketing emails (Marketing Hub or Content Hub Professional or Enterprise), custom objects (Enterprise) and customer survey responses (Service Hub Professional or Enterprise). If your portal lacks one of them, HubSpot leaves that permission out, the audit skips that part without taking points off and the dashboard shows what was left out.
The audit only reads. Some paid actions do delete or archive in HubSpot (unused lists, empty stages, inactive workflows and forms) or remove users from the portal, and all of those ask for your confirmation in a dialog. The improvement plan does not recommend deleting: it proposes keep, improve, consolidate, redesign, phase out or review for archive.
The free version shows a summary of properties, data quality and conversations. You see those areas with limited detail, a preview of the executive PowerPoint and a summary Excel, with no credit card. All six pillars, the improvement plan and the actions are in the full HubSpot Audit.
A dashboard with the score, the findings by pillar and the improvement plan. Plus an executive PowerPoint for leadership and an Excel workbook with the findings. In the full version, consultants can download the evidence as YAML and JSON.
HubSpot Audit measures the health of the portal assets through the API, in minutes and with no meetings. The HubSpot diagnostic is a Revenue Hub Latam service that adds interviews with your managers in Chile and Latin America to check whether the portal fits your operation.
Yes. You connect several portals from the same account and switch between them; each one keeps its own audit history and the full version is bought per portal.
Create your account, connect HubSpot with OAuth and the audit runs in minutes, from Chile or anywhere in Latin America. It connects on any HubSpot plan, free CRM included. If your portal lacks a product, the audit skips that area without taking points off and the dashboard tells you so.
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Tell us what is failing in your HubSpot. If it makes sense, we review the audit with you and tell you where to start.
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