A Full Diagnostic in HubSpot Portal
If you’ve outgrown your setup or something’s just not working right, the 110-Point HubSpot Portal Audit will uncover what’s holding you back. We’ll evaluate every workflow, integration, and setting, giving you a clear, prioritized roadmap to rebuild your portal for growth.
$4,000+
110-Point Portal HubSpot
A full diagnostic of your HubSpot portal to uncover what’s working, what’s broken, and how to rebuild it for growth.
If your HubSpot setup feels cluttered, slow, or incomplete, this is where we start. The 110-Point Portal Audit evaluates every workflow, list, integration, and report to pinpoint the gaps standing between your team and a clean, high-performing system.
Whether onboarding was skipped, rushed, or handled by the wrong partner, we’ll go through your portal line by line to identify technical errors, structural inefficiencies, and missed automation opportunities that affect visibility and performance.
By the end, you’ll have: a detailed audit report, prioritized recommendations, and a clear roadmap to relaunch your HubSpot with confidence.
Get started by booking a discovery call to confirm fit and scope.
- Full CRM Review – Object setup, data quality, and custom property audit
- Workflow Assessment – Identify duplications, logic conflicts, and break points
- Integration Review – Confirm all connected apps, configuration, and data mapping.
- Data Hygiene & Structure – Evaluate segmentation, lists, and lifecycle stages
- Reporting Audit – Ensure pipeline, marketing, and revenue reports display accurate insights
- Automation & Lead Flow Mapping – Outline every contact’s journey and identify where automation fails
- Recommendations Roadmap – A prioritized action plan for optimization or rebuild
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
What The People Think About Us
Melissa Hubspot delivered an exceptional service with her remarkable professionalism and keen attention to detail. Her ability to interpret and present data was top-notch, making collaboration not just easy but enjoyable as she truly went above and beyond.
Melissa was amazing. Super helpful after we tried a few others and tried to get better training none of them worked but Melissa was absolutely excellent. We are going to work on a future project with her again. 10/10 recommend. I will be using no one else and suggest everyone who needs to learn HubSpot for their small business use her.
Melissa truly EXCELLED in delivering my HubSpot Setup with exceptional quality, demonstrating remarkable professionalism in data interpretation and presentation. Her quick responsiveness and commitment to going the extra mile made collaboration a breeze, and her timely delivery impressed me throughout. I am eager to work with her again for future training needs—thank you, Melissa! 🙏
This was great, we had a automation that we had been wanting to implement for a couple years but just never got around to it because we thought it was cumbersome. Melissa grabbed the reins and was able to knock it out in 36 hours. Thank you, Melissa you are absolutely the best!
Melissa was an absolute pleasure to work with—her attention to detail and ability to EXCEED expectations were incredible! Her proactive communication and quick responsiveness made the process seamless. Truly a top-tier professional!
I’ve been working with Melissa at Sales Surge Solutions, and she has been an incredible partner in helping my company get the most out of HubSpot. She was a more affordable alternative to larger vendors, yet her expertise has exceeded our expectations. Her work on personalized email sequences has boosted our engagement with leads, and her automation setups have saved us valuable time. If you’re looking for expert, results-driven HubSpot support, they are the first place to start!
When it comes to HubSpot integration, Melissa is an absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly!
I don't know where to begin. I can't recommend Melissa and her team more - I only had the option of five stars, but it should be ten at least. Melissa is open, honest and clearly a super user of HubSpot. Together we worked to sort out my rather messy HubSpot and put in place automations, landing pages, emails, lists, CRM - you name it we did it. I now have a superb database which is already saving me a huge amount of time. Melissa was super patient with me too while I grasped the concept of CRM. I will be using Melissa again for sure.Melissa is n absolute gem! Not only is she extremely knowledgeable, but she is a consummate professional and an absolute pleasure to work with. If you are thinking about or in the process of implementing HubSpot as your CRM, I would wholeheartedly recommend Melissa and Sales Surge Solutions to maximize your ROI quickly!
Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs.
Melissa has been critical in assisting us in building out HubSpot to suit our needs. She's an expert in all areas and extremely pleasant to work with. We love working with her and consider her part of our team! I highly recommend hiring her for your CRM needs.
