Starts with an AI-run audit of your whole portal: settings, users and permissions, objects and properties, pipelines, workflows, routing, integrations, data and reporting. We fix what is broken at the source, then stay on as your HubSpot admin so it stays fixed.
Workflows, pipelines, lifecycle stages and routing
Dedupe, enrichment, properties and governance
Attribution and reporting you can trust
Ongoing HubSpot admin from a HubSpot solutions partner
Ways to build it
01 / AUDIT
The AI-run audit and a severity-ranked findings report with the fix order. Your team does the work.
02 / AUDIT AND CLEANUP
We run the audit, then fix everything it finds at the source and hand you a before and after report.
03 / CLEANUP, THEN HUBSPOT ADMIN
Recommended. After the cleanup we stay on as your HubSpot admin: requests, new workflows and properties, integrations, release changes and a quarterly re-audit.
RevOps is more than reporting
Bad reports are the symptom people notice. The causes sit everywhere else in the portal: how it is set up, who can do what, how records move, and what the automation is quietly doing. A cleanup that only fixes dashboards comes undone in a month.
01
Settings and access
Users who left, admins who should not be, missing teams and permission sets, and account settings nobody has looked at since onboarding.
02
Data and properties
Duplicates, dead records, three fields for the same thing, free text where a dropdown should be, and no rules for who creates properties.
03
Pipelines and lifecycle
Stages nobody agrees on, MQL meaning something different in every report, and deals that skip steps or sit forever.
04
Workflows and routing
Old workflows still firing, automations that fight each other, and leads that match no assignment rule and sit unowned for days.
05
Integrations
Sync errors, duplicate-creating connectors, apps nobody uses, and tools you pay for twice because HubSpot already does it.
06
Attribution and reporting
Missing UTMs and untracked forms that pile revenue into Direct, so your best channel looks average and gets cut.
How it gets built
01 / AUDIT WITH AN AI AGENT
We point a Claude-based audit agent at your portal, read-only. It sweeps settings, users and permissions, objects and properties, pipelines, workflows, routing, integrations, data quality and reporting, then we review every finding and rank it by severity and cost.
02 / CLEAN IT UP AT THE SOURCE
We fix the system, not the symptoms: dedupe with merge rules, lifecycle definitions enforced by workflows, routing with a catch-all and SLA timestamps, retired automations, a property model with governance, and a UTM convention wired into every form.
03 / PROVE IT
A before and after report, a source-of-truth dashboard, a walkthrough with your team, and written rules so the next 90 days do not undo the work.
04 / STAY ON AS YOUR HUBSPOT ADMIN
Most portals drift back within a quarter. As a HubSpot solutions partner we stay on as your admin: new requests, workflows, properties and reports, integration upkeep, changes from HubSpot releases, and a quarterly re-audit.
After launch
As your HubSpot admin: user and permission changes, new workflows, properties and reports, integration upkeep, changes from HubSpot releases, and a quarterly re-audit that catches drift before it costs you. Hand it off to your team, or keep us on to maintain it or operate it; agents and programs improve with tuning and drift without it. Compare the options ↓
The whole portal, not just reports: account settings, users and permissions, objects and properties, pipelines and lifecycle stages, workflows and routing, integrations, data quality, and attribution and reporting. Every fix is made at the system level so it holds.
How does the AI audit work?
A Claude-based audit agent reviews your portal read-only and lists what it finds in each area. A senior operator checks every finding, removes false alarms, and ranks the rest by severity and cost. Nothing changes in your portal during the audit.
How long does a cleanup take?
The audit takes days, not weeks. Most cleanups then run two to four weeks depending on the size of the portal. Your team keeps working the whole time; there is no freeze.
What does ongoing HubSpot admin include?
A partner who owns the portal with you: handling your team's requests, building new workflows, properties and reports, keeping users, permissions and integrations tidy, applying changes from HubSpot releases, and re-auditing every quarter so problems are caught early.
We already have a RevOps person. Is this still useful?
Yes. The audit gives them a ranked list they can work this week, and we can take the cleanup or the admin backlog off their plate so they can focus on strategy.
Should we clean up before launching AI agents?
Usually, yes. An agent on top of duplicates and broken routing automates the mess faster and burns credits on dead records. The free AI-Readiness Scorecard shows whether your data is ready.
What does the portal audit, cleanup and ongoing admin do?
Starts with an AI-run audit of your whole portal: settings, users and permissions, objects and properties, pipelines, workflows, routing, integrations, data and reporting. We fix what is broken at the source, then stay on as your HubSpot admin so it stays fixed. It covers: ai-run audit of the whole portal, severity-ranked; settings, users, permissions and integrations; workflows, pipelines, lifecycle stages and routing; dedupe, enrichment, properties and governance; attribution and reporting you can trust; ongoing hubspot admin from a hubspot solutions partner.
What happens after the portal audit, cleanup and ongoing admin goes live?
As your HubSpot admin: user and permission changes, new workflows, properties and reports, integration upkeep, changes from HubSpot releases, and a quarterly re-audit that catches drift before it costs you. You choose: build and hand off to your team, build and maintain (we keep it tuned and working), or build and operate (our experts run the work it powers).
Who runs it?
Build it. Maintain it. Or have us operate it.
Every build ends with a choice. Agents and programs improve with tuning and drift without it, so we recommend an ongoing option: we keep it working, or our experts run the work it powers.
01YOUR TEAM RUNS IT
Build and hand off
We audit and clean up the portal, then hand your team a findings report, the fixes we made and written rules to keep it clean.
Design and build
Testing and documentation
Handoff and training
02RecommendedWE KEEP IT WORKING
Build and maintain
We stay on as your HubSpot admin: requests, new workflows, properties and reports, integration upkeep and a quarterly re-audit.
