Free PDF · 25 checks · 15 minutes

The same 25 checks we run when we open a new client's HubSpot.

A self-audit PDF you can sit with for 15 minutes. Score your portal. Mark it up. Hand it to your team. Know exactly where you're leaking revenue and where you're not.

  • 5 sections covering lead routing, pipeline, automation, data hygiene, reporting
  • Each check tells you exactly where to look in your portal
  • HIGH / MEDIUM / LOW severity weighting per leak

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Trusted by HubSpot teams across SaaS, services, and ecommerce

Klue Omnisend Puzzle Wisedocs Eastridge The Sales Factory MakeMusic FundEasy Teldio Pride Marine Group

From the operators who already worked with us

The scorecard is the same diagnostic we ran for these teams. They hired us after they saw the gaps.

★★★★★

Rated 4.9 out of 5 by our clients

"Hubjoy has been an invaluable partner for Klue. Their deep knowledge of HubSpot and flexible support transformed what began as a short-term engagement into a thriving, ongoing partnership."

AP
Adrian Pape
VP of Finance, Klue

"Hubjoy's expertise, transparent pricing, and fast turnaround times have levelled-up our RevOps. The ability to offload menial HubSpot tasks has given me the freedom to focus on strategy and growth."

ED
Eric Doucet
Chief Revenue Officer, The Sales Factory

"For the first time, leadership can make decisions based on data instead of assumptions. Hubjoy gave us a HubSpot we can actually trust."

MP
Matthew Patrick
President, Patrick Accounting

What's in the 25-check scorecard

Five sections. Five leaks per section. Each one tells you exactly where to look in your HubSpot portal and how big the gap is.

1 Lead Routing & Handoffs Where leads land, who owns them, where they get stuck between marketing and sales
2 Pipeline & Deal Management Stage definitions, exit criteria, deals stalled in the wrong places, forecast trust
3 Automation & Workflows Workflows that fire silently for the wrong contacts, orphaned, redundant, or broken
4 Data Hygiene Duplicates, missing fields, format chaos, lifecycle stages that drift over time
5 Reporting & Attribution UTM coverage, source data quality, dashboards leadership doesn't trust, attribution holes

You probably already feel it.

Reps tell you a deal is hot and the pipeline view says otherwise. A workflow fired for the wrong list and nobody knows when it started. Your CEO asks "what's our MQL to SQL conversion rate" and you have to caveat the number before you give it.

Some teams are surprised by what shows up in the scorecard. Most are not. They already felt the leaks. The scorecard just gives them vocabulary for the gut feeling and a place to start.

It's the kind of thing that's easier to fix when you can name it. That's what this is for.

Hi, I'm Matt. This is the scorecard we use ourselves.

When we open a new client's HubSpot, we don't start with strategy. We don't start with a deck. We start with a checklist. The same 25 things. Every single time. Because the same 25 things are usually where the revenue is hiding.

I'm sharing the scorecard because I think most HubSpot teams could fix half of what's broken in their portal without hiring anyone. They just need a structured way to find it. That's all this is - the structured way.

You fill it out. You mark up the leaks. You either fix them yourself or hand the list to whoever can. If you want help, we're here. If you don't, the scorecard still pays off.

Talk soon,
Matt Stefan

Three things. No surprises.

Get the PDF. Fill it out at your own pace. Decide what to do next.

1

Download the PDF

Instant download, no email follow-up required to receive it. 9 pages, formatted to print or mark up digitally.

2

Score your portal

15 minutes with the scorecard open and HubSpot open next to it. Tick each check 0 / 1 / 2 based on what you find. Add notes where you want to dig deeper.

3

Decide what to fix

The score band gives you context. The HIGH severity items show you where the money is. You either fix them yourself or use the scorecard to brief whoever does the work.

Real questions, answered honestly.

Is it actually free?

Yes. No credit card. No "we'll email you the link" gate - the PDF downloads on the next page. We do this because giving the scorecard away is the best way for HubSpot teams to see how we think about portals.

How long does it actually take?

If you have HubSpot open next to the scorecard, ~15 minutes for a quick first pass. 30-45 minutes if you want to dig into the checks that flag medium or high severity. Most teams do a quick pass first, then come back.

Do I need to be a HubSpot admin to use it?

It helps but it's not required. Most of the checks can be answered by anyone with HubSpot user access who can navigate Settings, Workflows, and Reports. Some of the deeper checks need admin rights - those are noted on the scorecard.

What happens after I download?

You'll land on a page with the PDF download and a calendar widget if you want to book a 30-minute live walkthrough with us. The walkthrough is optional. We don't run a sequence. We send one or two helpful emails over the next two weeks and that's it.

What if our HubSpot is already pretty clean?

You'll score high and confirm what you already suspected. That's still useful - it tells your CEO, your CFO, or whoever asks that you've done the diagnostic. And if there's anything we ID that you didn't know about, you've found it for the cost of 15 minutes.

Who built the scorecard?

Hubjoy operators. The 25 checks are the literal pattern we apply when we onboard a new client. We've refined them across hundreds of HubSpot portals over the past 3+ years.

Get the scorecard.

25 checks, 5 sections, 15 minutes. Free PDF, instant download.

Free. Instant download. Unsubscribe anytime.