Limited to 5 companies · October 2026
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.
Book the health check
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:
Sales, finance and customer success each give a different number, and the board deck is built in a spreadsheet.
You find out about a renewal when the notice period has passed.
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:
Built in layers by people who have left. It runs the business, so nobody dares to touch it.
The pipeline report gets corrected by hand before leadership sees it, and you cannot forecast out of the CRM.
More paid seats than people who log in, and two tools that do the same job.
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
STEP 2 · FINDINGS AND READOUT
STEP 3 · ONE WORKING SOLUTION
We agree the delivery schedule on the first call, based on your HubSpot setup, access and the scope of the build.
1
Book a call.
Pick a slot in the calendar at the bottom of this page.
2
The call.
30 minutes. We check the fit and pick the focus: the CRM, the tools and the problem that hurts most.
3
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.
4
Steps 1 to 3.
Audit, gaps, build.
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.
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.
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.
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.
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 check
WHO 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.
OPTION 1
You have the scorecard, the tool map, the ranked list and the build. Your team works down the list.
OPTION 2
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
If the problem is bigger than the setup (process, data or team), our GTM & RevOps Audit goes deeper.
Book the health check
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 Audit
WHAT 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
ARR
Why ARR reporting in the CRM breaks on multi-year deals, and how a snapshot layer gives finance a number it can trust.
FORECASTING
What sales and revenue forecasting are, and the practices that make a forecast usable for decisions.
DUPLICATES
A real case: matching a list of 30k accounts to a CRM that already had 10k, without creating duplicates.
NO REVOPS HIRE
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.
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.
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.
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.
€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.
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.
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.
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.
Every check includes consultant hours and a build, so we take five in October.
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
€999 / £899 fixed.
Three steps.
One build included.
