Data Quality Assessment
Duplicate detection, field completion rates, data decay analysis, formatting consistency, and segmentation health.
- All standard records
- Custom objects
- Quantified quality score
Quick Win Service
Know what's
broken in your CRM
A comprehensive audit of your HubSpot portal that tells you what's working, what's wasting your time, and what to fix first. Fixed price. No ongoing commitment. Just clarity.
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What a CRM Health Check reveals
Most companies don't know what they don't know about their CRM
Without SpotDev
What you suspect
With SpotDev
What you'll know
"Something's not right"
You have a feeling the CRM isn't working as well as it should, but you can't put your finger on precisely what's wrong.
Prioritised issues list
A clear, ranked list of what's broken, what's wasteful, and what's costing you money. And clarity about the estimated impact.
"The data's probably a mess"
You suspect there are duplicates, gaps, and inconsistencies, but investigating would take weeks you don't have.
Data quality scorecard
Quantified assessment of duplicate rates, field completion, data decay, and formatting issues across your entire database.
"We're not using half of it"
You're paying for features you're not using, but you don't know which ones or why adoption stalled.
Utilisation report
Clear view of which features are used, which are ignored, and where training or configuration changes would unlock value.
"The reports don't tell us anything"
Leadership asks for data, but pulling reports takes hours and no one fully trusts the numbers.
Reporting recommendations
Specific fixes for your reporting issues, including which reports to trust, which to rebuild, and which to retire.
Without SpotDev
"Something's not right"
You have a feeling the CRM isn't working as well as it should, but you can't put your finger on precisely what's wrong.
With SpotDev
Prioritised issues list
A clear, ranked list of what's broken, what's wasteful, and what's costing you money. And clarity about the estimated impact.
Without SpotDev
"The data's probably a mess"
You suspect there are duplicates, gaps, and inconsistencies, but investigating would take weeks you don't have.
With SpotDev
Data quality scorecard
Quantified assessment of duplicate rates, field completion, data decay, and formatting issues across your entire database.
Without SpotDev
"We're not using half of it"
You're paying for features you're not using, but you don't know which ones or why adoption stalled.
With SpotDev
Utilisation report
Clear view of which features are used, which are ignored, and where training or configuration changes would unlock value.
Without SpotDev
"The reports don't tell us anything"
Leadership asks for data, but pulling reports takes hours and no one fully trusts the numbers.
With SpotDev
Reporting recommendations
Specific fixes for your reporting issues, including which reports to trust, which to rebuild, and which to retire.
Swipe to explore
A systematic audit across every dimension
We don't just poke around your portal. We audit against 50+ checkpoints across six critical areas. It's the same methodology we've refined across hundreds of HubSpot implementations.
Workflow Audit
Every active workflow reviewed for logic errors, redundancy, performance issues, and alignment with business processes.
- All active automations
- Error and efficiency flags
- Custom-coded actions supported
Integration Health Check
Connected apps and integrations reviewed for sync status, error rates, data flow issues, and security concerns.
- All connected systems
- Sync status report
- Security overview
Pipeline & Lifecycle Review
Deal stages, lifecycle stages, and lead scoring reviewed for alignment with your actual sales process.
- All pipelines analysed
- Stage conversion data
- Lifecycle stage review
User Adoption Analysis
Login frequency, feature usage, and adoption patterns analysed to identify training gaps and resistance points.
- All user activity
- Adoption heatmap
- Team & individual analysis
Reporting & Dashboard Audit
Existing reports and dashboards reviewed for accuracy, usefulness, and alignment with business KPIs.
- All dashboards reviewed
- Accuracy assessment
- Additional report recommendations
A clear, predictable process
No surprises. No scope creep. You'll know exactly what happens and when.
Scroll to explore all five phases
1
Portal Access
You grant us read-only access to your HubSpot portal. We never need write access for the audit, so your data stays untouched.
2
Systematic Audit
We work through our 50+ checkpoint methodology, documenting findings across all six audit dimensions.
3
Report Delivery
You receive your CRM Health Check report: findings, scores, and prioritised recommendations ranked by impact.
4
Walkthrough Call
We talk through the findings together, answer your questions, and discuss what to tackle first.
Choose your Health Check
All tiers include the same rigorous methodology. The difference is scope, depth, and support.
Basic
£1,500
For smaller HubSpot portals or teams who want a focused assessment of the fundamentals.
- Core data quality assessment
- Workflow health check (up to 20 workflows)
- Key integration review
- Prioritised findings report
- 30-minute walkthrough call
Standard
£2,500
The full CRM Health Check. Comprehensive audit across all dimensions with detailed recommendations.
- Full data quality assessment (all objects)
- Complete workflow audit (unlimited)
- All integrations reviewed
- Pipeline and lifecycle analysis
- User adoption analysis
- Prioritised 10-point action plan
- 45-minute walkthrough call
- 2-week email support for questions
Deluxe
£5,000
For complex portals with multiple Hubs, or teams who need board-ready reporting and implementation guidance.
- Everything in Standard
- Multi-Hub assessment (Marketing, Sales, Service, Ops)
- Custom object and property audit
- Historical data trend analysis
- Executive summary for board/leadership
- Implementation roadmap with effort estimates
- 90-minute workshop (up to 5 attendees)
- 4-week email and call support
- Priority scheduling
What you can do with the findings
The Health Check is designed to give you clarity and options. Here's what typically happens next.
Fix it yourself
Take the prioritised action plan and work through it with your internal team. The recommendations are specific enough to act on without us.
- Clear, actionable
- No ongoing commitment
Managed RevOps retainer
Hand the action plan to us. Our Managed RevOps team works through the fixes systematically, with monthly health checks to keep things on track.
- From £2,500/month
- Ongoing optimisation
Transformation project
Sometimes the Health Check reveals the need for deeper work — data migration, integration rebuilds, or CRM re-implementation. We can scope that too.
- Custom scoping
- Implementation support
Common questions about the CRM Health Check
No. We only need read-only access to conduct the audit. Your data remains untouched throughout the process. We'll never make changes to your portal without explicit permission as part of a separate engagement.
5 working days from the point you grant portal access. Day 4 you receive the report; Day 5 we do the walkthrough call. Premium tier includes priority scheduling if you need faster turnaround.
Each portal requires a separate Health Check. If you have multiple portals (e.g., different business units), we recommend the Premium tier for each, or contact us to discuss a multi-portal package.
Essential is right if you have a smaller portal (under 10,000 contacts, fewer than 20 workflows) and want a focused assessment. Standard is right for most mid-market companies — it's comprehensive and includes everything you need. Premium is right if you have a complex setup (multiple Hubs, custom objects, enterprise-scale data) or need board-ready reporting.
That's valuable information. The Health Check gives you a prioritised action plan — you can work through it yourself, engage us for ongoing Managed RevOps support, or scope a larger transformation project. There's no obligation to do anything, but at least you'll know what needs doing.
No. Our pricing is fixed and transparent. This protects both of us — you know exactly what you're paying, and we can deliver without cutting corners to meet an arbitrary budget. If the investment doesn't make sense for your business right now, that's fine — the service will still be here when it does.
If you proceed to a Managed RevOps retainer or implementation project within 60 days of your Health Check, we'll credit the Health Check fee against your first invoice. This doesn't apply to Basic tier. Please note that minimum project pricing and terms will apply.
100sof CRMs audited
A methodology refined across more than 300 implementations
The CRM Health Check isn't a generic checklist. It's a systematic methodology we've developed and refined over years of HubSpot work.
As a Diamond-Tier HubSpot Solutions Partner with the Custom Integration Accreditation, we see patterns most agencies miss.
Diamond-Tier Partner
Top 4% of HubSpot partners worldwide
Accredited by HubSpot
Certified for complex systems integrations
100s of implementations
Deep pattern recognition from real experience
Rigorously Audited by HubSpot
Code Quality Review
Delivery Process Audit
Case Study Verification
Client References
Ready to see what's really going on in your CRM?
Book a CRM Health Check. You'll have clarity within a week.