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HubSpot Portal Health Check

Ten questions. Answer honestly, nobody sees it but you. You get a score right away and a breakdown of where your portal is leaking.

Question 1

1 of 10 · Attribution

Would you make a budget decision from your HubSpot lead source report today?

Yes Not sure No

Question 2

2 of 10 · Integration

Is your HubSpot to Salesforce sync free of errors you have been ignoring?

Yes Not sure No We do not use Salesforce

Question 3

3 of 10 · Data

Are duplicate contacts and companies under control without a cleanup project every quarter?

Yes Not sure No

Question 4

4 of 10 · Pipeline

Does every deal stage have clear entry rules that reps actually follow?

Yes Not sure No

Question 5

5 of 10 · Automation

Do you know who owns each active workflow, and could you turn one off without fear?

Yes Not sure No

Question 6

6 of 10 · Automation

Do lifecycle stages move from lead to customer automatically and correctly?

Yes Not sure No

Question 7

7 of 10 · Attribution

Do UTMs and ad source survive all the way from the first click to the closed deal?

Yes Not sure No

Question 8

8 of 10 · Pipeline

Can leadership get pipeline and forecast numbers out of HubSpot without exporting to a spreadsheet?

Yes Not sure No

Question 9

9 of 10 · Automation

Are new leads routed to the right owner within a business day, without someone doing it by hand?

Yes Not sure No

Question 10

10 of 10 · Data

Could a new hire tell which properties matter and which are leftovers?

Yes Not sure No

Answer all ten to see your score.

Your portal score

0/100

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What each weak answer usually means and what fixing it involves. Enter your work email and it opens below. Shane sees your answers too, so if you book a call later it starts where you left off.

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