Last month we audited a B2B SaaS company's HubSpot portal. Good product. Strong sales team. Healthy top-of-funnel.
Their pipeline was leaking in five places nobody was watching.
Lead routing sent 18% of MQLs to an inactive rep. Three lifecycle automations hadn't triggered in four months. Their attribution model was counting demo requests that never became meetings. A scoring model was still weighted for a product line they deprecated in Q3.
Total estimated leakage: $140K/year. Found in half an hour.
30 minutes. No pitch. Just the diagnosis.
We've audited 30+ HubSpot portals. Here's what we see in most of them:
The data is there. The system connecting it to revenue is not.
| What We Find | How Often | Typical Impact |
|---|---|---|
| Broken lead routing rules | ~70% | 15-20% of MQLs never reach a rep |
| Silent workflow failures | ~80% | Hundreds of leads stuck in limbo per quarter |
| Misconfigured lifecycle stages | ~60% | Pipeline reports undercount by 20-40% |
| Stale lead scoring models | ~75% | Sales calling cold leads while hot ones wait |
| Attribution gaps | ~85% | Marketing can't prove what's working |
These aren't catastrophic failures. They're quiet ones. Your dashboards won't flag them. Everything looks like it's running.
It's just not converting.
We walk through your portal live and diagnose five areas:
Are leads reaching the right person at the right time? Or disappearing into an unmonitored queue?
Do your stages reflect what's actually happening? Or are they a dashboard decoration?
How many of your workflows are running? How many are ghosts? How many are actively breaking things?
Are you measuring outcomes or just activity? Can you prove which channels produce revenue?
The handoffs between marketing, sales, and CS. This is where most revenue quietly disappears.
Yes. We audit your portal and show you what we find. If you want us to fix it, great. If you want to fix it yourself, you'll know exactly what to do. No pitch. No pressure.
We don't present our capabilities. We walk through your HubSpot and point to specific things that are broken. Workflows, properties, routing rules, reports. Your portal. Your data. Your leaks.
That's exactly who this is for. We've seen portals with 200+ unused workflows and lead routing that sends every MQL to the CEO. No judgment. Just the diagnosis.
Read-only access gives us the best audit. Screenshare works too if you prefer.
Book a 30-minute Revenue Leak Audit. We'll walk through your portal and show you exactly where revenue is disappearing — and what to fix first.
Book Your 30-Minute Audit30+ portals audited. Average time to first finding: under 5 minutes.