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HUBSPOT ELITE PARTNER

HubSpot Rescue & Rehab

Fix the portal your team has lost confidence in. We audit, clean, restructure, and optimise HubSpot environments that aren’t delivering.

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PORTAL AUDIT

Has your HubSpot portal become a liability instead of an asset?

You invested in HubSpot. The implementation was rushed, the previous agency left, or your team outgrew the original setup. Now the data’s messy, the workflows are unreliable, and nobody trusts the reporting. We fix that.

Book a Portal Audit See what we fix
WHY MO FOR RESCUE

We’ve seen every kind of broken portal — and we know how to fix them

Most HubSpot problems aren’t platform problems. They’re architecture problems, governance problems, or implementation shortcuts that compounded over time. We diagnose the root cause and fix the system — not just the symptoms.

Root cause diagnosis

We don’t start fixing things until we understand why they’re broken. A comprehensive audit reveals whether issues are architectural, operational, or data-related.

Non-destructive approach

We fix portals without blowing them up. Where possible, we restructure and optimise existing architecture. Rebuild is a last resort — not a default recommendation.

Data recovery and cleanup

Duplicates, orphaned records, broken associations, and inconsistent property data are cleaned systematically. We don’t just delete — we deduplicate, merge, and validate.

Workflow untangling

Conflicting automations, circular triggers, and broken workflows are identified, documented, and rebuilt. Every automation has a clear purpose and a documented owner.

Reporting restoration

If your leadership doesn’t trust the dashboards, nothing else matters. We rebuild reporting on clean data with validated logic so the numbers are accurate and actionable.

Governance framework

We don’t just fix the portal — we put guardrails in place so it stays fixed. Naming conventions, permission structures, and change management processes prevent future drift.

We diagnose before we prescribe

Every rescue engagement starts with a comprehensive portal audit. We examine your data model, object structure, workflow logic, integration health, user permissions, and reporting accuracy. The audit produces a prioritised action plan that separates critical fixes from optimisation opportunities. This means your team sees the most impactful improvements first — often within the first two weeks — while structural repairs happen systematically in the background.

Request a portal audit

From broken to trusted in weeks, not months

Portal rescue doesn’t have to be a six-month project. Our phased approach tackles the most painful issues first — data quality, broken automations, and unreliable reporting — so your team sees improvement immediately. Structural work like object redesign, pipeline restructuring, and permission overhauls follow in planned phases. Post-rescue, we hand over a clean, documented environment your team understands and trusts — with governance in place to prevent reversion.

See our rescue framework
THE REALITY

A Broken Portal / After MO Rescue

A neglected HubSpot environment costs you more than the subscription. It costs you data quality, team confidence, and revenue visibility.

A Broken Portal

  • Nobody trusts the data — duplicate contacts, missing deal values, inconsistent lifecycle stages, and properties that mean different things to different teams. Reports are questioned before they're read.
  • Automations doing more harm than good — workflows conflict with each other, trigger on the wrong records, or run silently in the background doing things nobody intended.
  • Adoption has collapsed — reps stopped logging activities because the system is too confusing. Marketing built workarounds outside HubSpot. Leadership gets pipeline data from spreadsheets.
  • Technical debt compounds monthly — every quick fix adds another workaround. Every new hire inherits a system nobody can explain.
  • The previous agency left a mess — the original implementation was rushed, poorly documented, or built by someone who didn't understand your business.

After MO Rescue

  • Clean, validated data — duplicates merged, orphaned records archived, properties standardised, associations fixed. Your team trusts the data because it's been verified end-to-end.
  • Workflows that work as intended — every automation has a clear purpose, documented logic, and a defined owner. Conflicts are resolved. Redundant workflows are retired.
  • Team confidence restored — your people use the platform because it reflects their workflows and delivers reliable information. Spreadsheet workarounds become unnecessary.
  • Documented, governed environment — naming conventions, change management processes, and permission structures prevent future drift.
  • A platform ready for the next phase — the rescued portal isn't just fixed, it's optimised. Clean architecture means you can implement advanced features with confidence.
THE PROCESS

Our portal rescue framework

A structured approach that prioritises quick wins while systematically repairing the foundation.

Comprehensive Audit
We examine every layer of your portal — data model, object structure, workflows, integrations, permissions, and reporting. The output is a prioritised action plan with severity ratings.
Critical Fixes
Broken automations, data quality issues, and integration failures are resolved first. These are the problems costing you visibility and confidence right now.
Structural Repair
Object redesign, pipeline restructuring, property consolidation, and permission overhaul. The architectural changes that prevent problems from recurring.
Data Cleanup & Validation
Systematic deduplication, record merging, property standardisation, and association repair. Every record is validated against defined quality standards.
Reporting Rebuild
Dashboards and reports are rebuilt on clean data with validated logic. Your leadership gets numbers they trust — pipeline, forecast, attribution, and operational metrics.
Governance & Handover
Naming conventions, documentation, permission structures, and change management processes are established. Your team inherits a system they understand and can maintain.
THE PROCESS

Our proven migration framework

A unified CRM becomes the backbone of your entire operation. Every team, every tool, every data point — connected and flowing.

Discovery & Audit

We map your current CRM architecture — objects, properties, automations, integrations, and data quality. We identify what migrates, what gets cleaned, and what gets retired.

Target-State Design

We architect your HubSpot environment based on how your revenue teams actually operate. Lifecycle stages, pipelines, custom objects, and permissions are designed before any data moves.

Data Migration & Validation

Records migrate in stages with validation at every checkpoint. Contacts, companies, deals, activities, and custom objects are reconciled against source data to confirm zero loss.

Integration & Automation Rebuild

Connected systems are re-pointed to HubSpot. Workflows, lead routing, and automated processes are rebuilt and tested in the live environment before full cutover.

Go-Live & Hypercare

Parallel running ends with a controlled cutover. We provide 30 days of active hypercare — monitoring data flows, fixing edge cases, and reinforcing team training.

WHAT WE RESCUE

Every layer of a broken HubSpot environment

From surface-level data issues to deep architectural problems — we diagnose and fix the full stack.

Data Quality

Duplicate contacts, orphaned records, inconsistent property values, broken associations, and missing data. We clean systematically — not just by running a bulk delete.

Automation & Workflows

Conflicting triggers, circular logic, broken actions, and zombie workflows running in the background. Every automation is audited, documented, and either fixed or retired.

Portal Architecture

Poorly designed pipelines, meaningless lifecycle stages, property sprawl, and permission gaps. We restructure the foundation so everything built on top of it works properly.

Reporting & Dashboards

Inaccurate metrics, broken calculated properties, and dashboards nobody trusts. We rebuild reporting on validated data with logic your leadership can rely on.

FULL PORTAL RESCUE

We rescue every Hub in your portal

Whether it's one Hub that's broken or the entire portal that needs structural repair, our team has the expertise to restore it.

Marketing Hub

Broken nurture workflows, deliverability issues, inaccurate attribution, and list hygiene problems. We restore Marketing Hub to a state where campaigns run reliably and performance is measurable.

  • Email deliverability diagnosis and repair
  • Workflow audit and reconstruction
  • Lead scoring recalibration
  • List cleanup and segmentation repair
  • Attribution model validation

Sales Hub

Messy pipelines, unreliable forecasts, orphaned deals, and broken sequences. We restructure Sales Hub so your reps trust the system and leadership trusts the numbers.

  • Pipeline and stage restructuring
  • Deal data cleanup and validation
  • Forecast accuracy restoration
  • Sequence audit and optimisation
  • Activity logging and tracking repair

Service Hub

Ticket routing chaos, missing SLAs, abandoned knowledge bases, and broken service automations. We restore Service Hub so your support team can operate efficiently.

  • Ticket pipeline restructuring
  • SLA configuration and repair
  • Knowledge base audit and reorganisation
  • Service workflow reconstruction
  • Customer feedback system setup

Operations Hub

Broken data syncs, failing custom code, and data quality rules that aren't working. We repair the operational layer that keeps your systems connected and your data clean.

  • Data sync diagnosis and repair
  • Custom-coded action debugging
  • Data quality rule restructuring
  • Integration health restoration
  • Programmable automation fixes

Situations we see every week

If any of these sound familiar, your portal is a candidate for rescue.

Post-Implementation Mess

The original implementation was rushed or done by someone without proper HubSpot expertise. The portal sort of works, but the architecture doesn't reflect your business and nobody's confident in it.

Agency Transition

Your previous agency left — and took all the knowledge with them. There's no documentation, no explained logic, and nobody knows why things are configured the way they are.

Outgrown the Setup

HubSpot was set up for a 20-person team and you're now 200. The original architecture can't handle the complexity. Quick fixes have compounded into structural debt.

Post-Merger Consolidation

Two companies merged and now you have two HubSpot portals — or a HubSpot portal full of data from an acquired company's CRM. The data needs consolidating and the architecture needs rethinking.

CASE STUDIES

Results from real rescue engagements

Client Name

Rescued a HubSpot portal with 50,000+ duplicate contacts, 200+ broken workflows, and unreliable pipeline reporting. Restored data integrity and team confidence within 8 weeks.

Read case study

Client Name

Took over a poorly implemented HubSpot environment from a previous agency. Re-architected pipelines, cleaned 3 years of data drift, and rebuilt reporting leadership could trust.

Read case study

Client Name

Post-acquisition portal consolidation — merged two HubSpot portals, deduplicated 80,000 contacts, and unified pipeline reporting across both business units.

Read case study
Cloudflare case study
CASE STUDY

How Cloudflare scaled global security operations with HubSpot

Discover how we helped Cloudflare unify their revenue operations, streamline lead routing across 30+ regions, and increase pipeline velocity by 45% using HubSpot Enterprise.

Read the full story
TESTIMONIALS

Client Testimonials

Working with MO Agency on our HubSpot setup and optimisation has been a great experience. Their team knows the platform inside out and provided insights that made a real difference.

Arkhipova V.

Head of Operations

Working with MO Agency has been an incredible experience! They don’t just deliver — they truly partner with you. Their dedication and passion shine through in everything they do.

Knoesen J.

Head of Marketing

MO Agency operates with exceptional efficiency and deep knowledge, ensuring your project is completed in record time — with a smile. Top-tier service.

Meintjes C.

Director

Reviews from the HubSpot Partner Directory. View them all.

OUR CLIENTS

Clients

We help our clients achieve sustainable growth with clear user journeys, innovative campaigns, automation, visibility and integration.

Frequently Asked Questions

How do I know if my HubSpot portal needs rescue?

Common signs include: your team doesn't trust the data in reports, workflows are doing unexpected things, sales reps have reverted to spreadsheets, there are thousands of duplicate contacts, nobody can explain why things are configured the way they are, or the previous agency left without documentation. If any of these sound familiar, a portal audit will confirm the severity and scope of the issues.

Will rescue disrupt our current operations?

No. We phase the work specifically to avoid disruption. Critical fixes (broken workflows, data sync issues) are resolved first with minimal operational impact. Structural changes (pipeline redesign, object restructuring) are planned and communicated in advance. Data cleanup runs in the background. At no point does your team lose access to the tools they need to do their jobs.

Can you fix a portal another agency built?

Yes — this is one of our most common engagements. We regularly inherit portals built by other agencies, freelancers, or internal teams. The audit phase maps the existing architecture regardless of who built it. We document what exists, identify what's broken, and build a remediation plan. No prior relationship with the original implementer is needed.

How long does a portal rescue take?

It depends on severity. Quick-win fixes (data cleanup, broken workflow repair, reporting fixes) can deliver visible improvements within 2–4 weeks. A comprehensive rescue involving architecture redesign, full data cleanup, and governance implementation typically takes 8–12 weeks. We scope the timeline during the audit and deliver a phased plan so you know what to expect at each stage.

How much does HubSpot rescue cost?

A portal audit starts from R35,000 / £1,750 and delivers a detailed assessment with a prioritised action plan. Full rescue engagements range from R100,000–R350,000 / £5,000–£17,500 depending on portal size, data volume, number of Hubs, and severity of issues. We provide a detailed proposal after the audit so you can make an informed decision on scope and investment.

What happens after the rescue is complete?

We hand over a clean, documented, and governed HubSpot environment. The handover includes architecture documentation, workflow logic maps, data governance guidelines, and a recommended maintenance schedule. Most clients transition to our ongoing Support & Training service to maintain portal health and prevent future drift. We also provide 30 days of post-rescue hypercare to resolve any issues that surface after the remediation work is complete.

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