These are the actual tools we use in the first week of an engagement. Published free, no catch. Use them on your own stack, and bring us in if the result is uglier than you expected.
Each one is self-serve. None of them require a call, and none of them are a sales pitch with a cover page.
Score yourself out of 80 across pipeline, data, automation and reporting. Honest answers only.
The seven places HubSpot portals leak revenue, plus the operational checks that reveal whether the CRM can be trusted.
Forty-seven things to delete, archive or rebuild in a typical 2 to 4 year old CRM portal. The same audit logic our Portal Health Check runs.
That is what the readiness call is for. Thirty minutes, no deck, no prep. We walk through where your revenue work actually happens and tell you which parts a system should run, which need fixing first, and which to leave alone.