HubSpot Portal Audit & Health Check

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10-Point HubSpot Portal Health Check

Answer 10 quick questions to get a health score for your HubSpot portal. Takes less than 2 minutes.

0 of 10 answered Score: 0 / 20

Question 1 of 10

Do you have a documented HubSpot owner or admin responsible for the portal?

Question 2 of 10

Are your contact lifecycle stages clearly defined and consistently applied?

Question 3 of 10

Can you confidently report on pipeline value and deal velocity right now?

Question 4 of 10

Are all your active workflows documented and reviewed in the last 6 months?

Question 5 of 10

Is your contact database free of major quality issues (duplicates, missing data, orphaned records)?

Question 6 of 10

Are your integrations monitored for sync errors and data conflicts?

Question 7 of 10

Has your team reviewed HubSpot's feature releases in the last 12 months against your current setup?

Question 8 of 10

Could your HubSpot operations continue normally if your primary admin left tomorrow?

Question 9 of 10

Do you have data governance policies in place for how records are created, updated, and archived?

Question 10 of 10

Are your teams (sales, marketing, service) aligned on how they use HubSpot, with shared definitions and processes?

out of 20