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HubSpot Audit and 90-Day Roadmap
A full review of your portal and a prioritized plan. $1,500 one-time.
What is a HubSpot audit?
A HubSpot audit is a structured review of your portal: how data, properties, pipelines, workflows, and reports are set up today, what is broken or unused, and what to fix first. Get Efficient's audit ends with a prioritized 90-day roadmap you can run yourself or hand to us.
Why start with an audit
Know what to fix first
A clear, prioritized list instead of a vague sense that HubSpot is a mess.
Pick the right plan
The roadmap shows how many hours a month the work needs, so you choose a plan based on real scope.
Credited toward a retainer
Start a retainer within 30 days and the $1,500 comes off your first month.
Yours to keep
The roadmap is useful on its own, whether or not you continue with us.
Audit questions
What if I'm not sure which plan I need?
Start with the HubSpot Audit and 90-Day Roadmap, a $1,500 one-time review of your portal with a prioritized plan. If you start a retainer within 30 days, the fee comes off your first month.
Do you work inside my existing HubSpot account?
Yes. You add us as a user with the right permissions and we work in your portal directly, so your data stays in your environment. If you have not done that before, we will walk you through it.
Get a clear plan for your portal
Tell us which hubs you use and what's frustrating your team.