Are you getting your money’s worth out of HubSpot?
HubSpot is a serious investment, and it rewards businesses that configure it deliberately. It punishes the ones that don’t with a CRM full of stale records, deal stages nobody follows, and dashboards nobody opens.
The gap is almost never the software. It’s that setup happened during onboarding, priorities changed, and nobody went back to align the tool with how your team actually sells.
This assessment reviews your portal against how you really work, and shows you what to clean up, automate, or turn off.
Our HubSpot Setup Assessment looks at…
CRM data quality: duplicates, stale records, and missing properties
Workflows, sequences, and automations that are running, broken, or missing
Deal pipelines, lifecycle stages, and whether your team follows them
Reporting, dashboards, and the integrations feeding them
Our HubSpot Setup Assessment options
Premium Assessment
- Full portal audit across Marketing and Sales hubs
- CRM data quality and duplicate analysis
- Prioritized checklist of action items
- Workflow and pipeline redesign recommendations
- Reporting and dashboard build plan
- 15-minute video review of your report
- 1-hour consultation
- Delivered in 5–7 business days
Standard Assessment
- Full portal audit
- CRM data quality and duplicate analysis
- Prioritized checklist of action items
- 15-minute video review of your report
- Delivered in 3–5 business days
Starter Assessment
- CRM and pipeline structure review
- Prioritized checklist of action items
- Delivered in 3–5 business days
What I’ve appreciated most is they bring structure and clarity, not just design. And it’s not a one-and-done project. They keep things moving with ongoing updates and support, and they help me stay consistent and visible without it becoming a full-time job.
George Glover
Vistage Chair
They are so professional, efficient, and personable; exactly the kind of people you want to do business with.
Rebekah Rodgers
5 Loaves Ministries
Backslash Creative took the time to truly capture my unique voice for our blogging and LinkedIn posts. It was a collaborative process at first, but their dedication shone through. Now, I receive positive feedback on our content, and revisions are far fewer.
Clint Babcock
Sandler in Tampa Bay
What to Expect: FAQ
Any of them, including free. What changes is how much there is to review. Tell us what you’re on and we’ll point you at the right package.
FREE · 5 TO 20 MINUTES
Not ready for an assessment yet?
Start with the Marketing Priorities Snapshot. It’s free, takes 5 to 20 minutes (your choice), and looks at nine areas of your marketing to show you what to fix first.
Your overall score and your biggest gap
Your top four priorities, and what to do about each
A full PDF report, emailed to you
No credit card, and nobody will call you unless you ask.