Limited to 5 companies · October 2026
HubSpot giving you numbers you can’t trust?
Get a HubSpot Health Check.
A HubSpot portal audit, ranked recommendations and one working solution for the gap that matters most. We review your setup and connected GTM tools. €999 / £899 fixed, including up to 10 hours of custom build.
Starts with a 30 minute call. The call costs nothing. You pay the €999 only if we both decide to go ahead.
Run by the RevOps operators behind 80+ B2B clients.
Your portal, with the gaps made visible.
Revenue Wizards / Example health check
Setup score
2.9 / 5Average of the seven example scores. 5 = strongest setup.
ARR report mixes one-off and recurring fees
The example report uses total deal amount. That includes implementation fees, so it does not represent annual recurring revenue.
Recommended next step
Separate recurring line items and use one ARR definition.
BUILT FOR
HubSpot
Your workflows
Your reporting
THE PROBLEM
Does this sound like your week?
In HubSpot:
Nobody can state your ARR.
Sales, finance and customer success each give a different number, and the board deck is built in a spreadsheet.
Renewals are tracked in a sheet.
You find out about a renewal when the notice period has passed.
The duplicates keep coming back.
You merge them, and a month later they are there again. Nobody has checked which form, import or integration creates them.
In the numbers and the tools:
Your HubSpot setup is hard to untangle.
Built in layers by people who have left. It runs the business, so nobody dares to touch it.
Nobody trusts the numbers.
The pipeline report gets corrected by hand before leadership sees it, and you cannot forecast out of the CRM.
You pay for tools nobody uses.
More paid seats than people who log in, and two tools that do the same job.
There is no RevOps hire, so it landed on your desk. The health check is three steps: we audit it, we rank what is wrong, and we build a solution for the gap that matters most.
HOW IT WORKS
Three steps. The third one is a build.
Most of the work is on our side. You stay in control of what we build.
STEP 1 · HUBSPOT PORTAL AUDIT
We audit your HubSpot portal and connected tools.
WHAT HAPPENS
We go through your HubSpot setup in seven areas and list your GTM tools: what you pay for, who uses each one and what overlaps. We run it with Five Dots, our own audit product. We change nothing in this step.
WHAT YOU DO
Give read-only access, send the invoices or seat lists for your tools, and join a 45 minute intake call.
WHAT YOU GET
A review of your setup and dependencies, with urgent risks highlighted in the findings.
STEP 2 · FINDINGS AND READOUT
We find the biggest gaps and rank them.
WHAT HAPPENS
We score seven areas of your HubSpot setup from 1 to 5, where 5 is strongest, and rank the gaps. Each finding comes with a practical recommendation for HubSpot optimisation.
WHAT YOU DO
Join a one hour readout with the people who decide. Then choose with us which gap we build for.
WHAT YOU GET
Your HubSpot scorecard, connected tool map and ranked recommendations in a PDF report to keep.
STEP 3 · ONE WORKING SOLUTION
We build a custom solution for the one that matters most.
WHAT HAPPENS
We agree with you what to build, then build it. Up to 10 hours of build are included in the price.
WHAT YOU DO
Agree the scope, give edit access or agree a separate tool, and test the result.
WHAT YOU GET
One working solution for your biggest gap, handed over to your team.
We agree the delivery schedule on the first call, based on your HubSpot setup, access and the scope of the build.
How to start
Book a call.
Pick a slot in the calendar at the bottom of this page.
The call.
30 minutes. We check the fit and pick the focus: the CRM, the tools and the problem that hurts most.
Paperwork and access.
We both sign an NDA, a data processing agreement and the agreement for the check. Then you give us read-only access.
Steps 1 to 3.
Audit, gaps, build.
Access and data
Read-only for steps 1 and 2.
We view your setup. We change nothing during the check.
The build needs more, agreed first.
Step 3 needs edit access or a separate tool. We agree which one with you before the build starts.
Signed before any access.
An NDA and a data processing agreement come first.
You stay in control.
You grant the access, and you can remove it at any time.
WHAT WE CHECK
What your HubSpot audit covers.
We look at how things are set up and what you pay for. We do not go through every record.
YOUR HUBSPOT PORTAL
seven areas, each scored from 1 to 5
Data model. Objects and fields, what is unused or duplicated, and the rules behind duplicates.
Pipeline and stages. Whether the stages describe buyer progress, and what a deal needs to move.
Automation. What runs, what overlaps, what is in error and what nobody remembers building.
Integrations. What each connected tool reads and writes, and what breaks when something changes.
Access and security. Who can change what, sign-in security, backups, former employees.
Lead routing and handoffs. How a lead gets an owner and how a won deal reaches the team that delivers.
Reporting foundations. Whether the setup can produce the pipeline, forecast, ARR and renewal numbers you are asked for.
You also get a complexity rating (Low, Medium or High) and a check of six urgent risks, such as no backup or sign-in security that is not enforced.
YOUR CONNECTED GTM TOOLS
four questions per tool
What do you pay for? Every tool your sales, marketing and customer success teams pay for, with the cost and the seats.
Who uses it? Seats paid against seats in use, where you give us view access or a user export. Where you cannot, we mark it “usage not assessed”.
What overlaps? Jobs that two or more paid tools do, such as recording, sequencing or enrichment.
When does it renew? The renewal date, where the contract or invoice shows it.
Categories we look at: sales engagement, call recording, data and enrichment, marketing automation, customer success, CPQ and billing, reporting, scheduling and e-signature, AI tools and integration tools. We do not look at engineering, HR or finance systems.
NOT IN SCOPE
We do not count, merge or clean records during the check. We check the setup that creates duplicates and gaps: duplicate rules, required fields, and which forms, imports and integrations create records. We do not negotiate with your vendors, and we do not promise a saving.
WHAT YOU GET
What you get for €999.
Seven-area HubSpot scorecard
Seven HubSpot areas scored from 1 to 5, each with the reason for the score.
Complexity and risk review
A complexity rating, with six urgent risks checked.
GTM tool map
What you pay for, who uses it and where your tools overlap.
Prioritised recommendations
A ranked list of gaps, each with a recommendation.
One custom build
A working solution for the gap that matters most, with up to 10 hours of build included.
A one-hour readout
A readout with you and your team to walk through the findings.
Five Dots access
14-day access to Five Dots, our RevOps product.
These are the things we deliver. What the scores and the gaps turn out to be depends on your CRM and your tools.
Try examples of your included custom build
Recurring revenue, without the one-off fees.
Reports / ARR overview · Example recurring line items
MRR
€25,000ARR
€300,000Accounts
3ARR by account
| Account | MRR | ARR |
|---|---|---|
| Atlas Labs | €12,000 | €144,000 |
| Orbit Systems | €8,000 | €96,000 |
| Cedar Software | €5,000 | €60,000 |
ARR = recurring monthly revenue × 12. Implementation fees excluded. Sample data only.
EXAMPLE
Deduplication tool.
Finds likely duplicates on the rules you choose and queues them for your review.
EXAMPLE
Commission calculator.
Works out commission from your closed deals, on your plan.
EXAMPLE
ARR reporting dashboard.
One agreed ARR definition, shown in the CRM.
EXAMPLE
Renewal dashboard.
Every renewal for the next 12 months, with an owner and a date.
EXAMPLE
Call notes into CRM.
After a sales call, the CRM fields are filled in and the rep approves them.
Up to 10 hours of build. We agree with you what gets built after step 2, once you have seen the ranked list. Not included: CRM migrations, and anything that does not fit in 10 hours. If your biggest gap is larger than that, we say so at the readout.
THE PRICE
€999 / £899. Fixed.
One price for all three steps. Included:
- The audit of your HubSpot portal and connected GTM tools
- The ranked gaps with recommendations, and a one hour readout
- One custom build, up to 10 hours
- Half a month of access to Five Dots
Not included: CRM migrations, or a build larger than 10 hours.
Book the health checkWHO IT IS FOR
For the person HubSpot has landed on.
A GOOD FIT
- You work in customer success, sales operations or finance at a B2B company that has raised a Series A or later.
- Your team runs HubSpot, but nobody has clear ownership of the portal.
- You are asked for ARR, renewal or pipeline numbers and cannot stand behind them.
- You want one thing fixed this month, and a ranked list for the rest to take to your VP.
NOT THE RIGHT FIT
- You are an agency or a consultancy.
- You need a CRM migration, or you do not have a CRM yet.
- You run several CRMs, or you need records cleaned one by one. The full audit is the right size.
- You need a review of Salesforce, Pipedrive or another CRM. This offer focuses on HubSpot.
AFTER THE BUILD
You decide what happens next.
All three are fine with us.
OPTION 1
Keep going on your own.
You have the scorecard, the tool map, the ranked list and the build. Your team works down the list.
OPTION 2
A larger piece of work with us.
If a gap needs more than 10 hours, we scope it with you from the ranked list. Nothing starts until you have agreed to the scope.
OPTION 3
The full audit.
If the problem is bigger than the setup (process, data or team), our GTM & RevOps Audit goes deeper.
THE FULL AUDIT
Does this feel too small? We also run a full audit.
The health check reads how your HubSpot portal and connected tools are set up, and ends with one build. Our GTM & RevOps Audit looks at the whole revenue engine: strategy, process, data and stack. It takes about four weeks and ends with a roadmap.
See the GTM & RevOps AuditWHAT IT ADDS TO THE HEALTH CHECK
- Interviews with your leadership and front-line reps
- A presentation of the key findings, with every problem we found
- A roadmap with proposed solutions, timeframes and estimated workload
- Quick wins, and a prioritised order to work in
After the audit you decide: run the roadmap with us, hand it to your team, or split it.
READ MORE
Four articles on the problems this check looks at.
ARR
When ARR Reporting Breaks: The Case For Custom Snapshot
Why ARR reporting in the CRM breaks on multi-year deals, and how a snapshot layer gives finance a number it can trust.
FORECASTING
Best Practices for Sales and Revenue Forecasting in RevOps
What sales and revenue forecasting are, and the practices that make a forecast usable for decisions.
DUPLICATES
Using Python in RevOps: How to Update Your CRM and Avoid Duplicates
A real case: matching a list of 30k accounts to a CRM that already had 10k, without creating duplicates.
NO REVOPS HIRE
What is Fractional RevOps? Guide for SaaS Companies
How senior RevOps help for an agreed number of days a month works when nobody is hired to run the CRM.
STRAIGHT ANSWERS
HubSpot health check: your questions answered.
What if our biggest problem does not fit in 10 hours?
We tell you at the readout, before any build starts. Then you choose: we build the part of it that fits, we build for another gap on the list, or we scope the larger work separately. CRM migrations are never part of this offer.
What do we own afterwards?
The scorecard, the tool map, the ranked list and the readout are yours to keep. A build made inside your HubSpot portal stays in your HubSpot portal. If the build is a separate tool, we agree with you before it starts where it runs and who looks after it.
Who does the work?
Consultants at Revenue Wizards. The check runs with Five Dots, our own audit product. Our consultants interpret the findings and prioritise the recommendations. A consultant does the build.
How is it paid?
€999, fixed, for all three steps. The first call costs nothing. You pay only if we both decide to go ahead, and the payment terms are in the agreement you sign before any work starts.
What access do you need?
Read-only access to your HubSpot portal for steps 1 and 2, plus the invoices or seat lists for your tools. For the build, edit access or a separate tool, agreed with you first. An NDA and a data processing agreement are signed before any access.
Is this the same as your full audit?
No. This check reads how your HubSpot portal and tools are set up, and ends with one build. The GTM & RevOps Audit is a separate, larger engagement: it adds interviews with your teams and analysis of your pipeline and data, and it ends with a roadmap.
What is Five Dots, and what happens after half a month?
Five Dots is our own audit product. We use it to run steps 1 and 2. Half a month of access is included in the €999. After that it is your choice whether to continue, and what you received from the check stays yours.
Why five places?
Every check includes consultant hours and a build, so we take five in October.
Which language, and where are you?
We work in English: the calls, the readout and the documents. We are in Amsterdam and work with you remotely.
Book your HubSpot health check call.
Limited to 5 companies · October 2026
Pick a 30 minute slot to discuss your HubSpot health check. The call costs nothing and commits you to nothing. Tell us what is hardest to trust in your portal. We check the fit and agree the focus.
- €999 / £899 fixed.
- Three steps.
- One build included.
After you book
- The calendar invite arrives straight away.
- On the call (30 minutes, in English) we check the fit and pick the focus.
- If we both go ahead, we sign the NDA, the data processing agreement and the agreement for the check. You give us read-only access and step 1 starts.
Revenue Wizards is a RevOps team in Amsterdam, behind 80+ B2B clients.
