The self-assessment scorecard for B2B companies that suspect their HubSpot is running — but not driving revenue.
Free. No sales call required. Takes 15 minutes to score your portal.
You have workflows. You have data. You have dashboards someone built last year.
And yet:
Here is what we have found after auditing dozens of B2B portals: the problem is almost never the tools. The tools are fine. The problem is the system connecting them to revenue.
That system has gaps. Silent ones. The kind that do not throw errors or send you alerts. They just quietly cost you deals, quarter after quarter.
We built this scorecard from the most common operational failures we find inside B2B HubSpot portals. Not a feature checklist. Not a "are you using Enterprise?" quiz. These are the specific places where revenue slips through.
What is inside:
Where leads get lost between marketing and sales
Where deals stall, data goes stale, and forecasts lie
Where broken automations silently fail and nobody notices
Where dirty data creates bad decisions and embarrassing outreach
Where you cannot see what is working and what is not
This is not a generic HubSpot checklist put together from documentation. Every item in this scorecard comes from patterns we see repeatedly inside live B2B portals.
We are a HubSpot Solutions Partner. We live inside these portals. We know where the leaks hide because we spend our weeks finding and fixing them.
Score your portal in 15 minutes. See where revenue is slipping through. Fix what you can — and know exactly where to focus next.
Free. Instant download. No call, no pitch.
After you score yourself, you will know exactly which areas of your HubSpot need attention — and which ones are solid.
If you want to go deeper, we offer a full Revenue Leak Audit. We look at your specific portal, your data, your automation, and show you what each leak is actually costing. 30 minutes of your time. That is optional — the scorecard stands on its own.