HubSpot Audit + Clean

Uncover hidden issues. Clean your foundation. Unlock ROI.

Most teams are only using a fraction of HubSpot. Messy data and broken setups hide growth. Our fixed-price audit and cleanup reveals what’s wrong—and fixes the core.

 

Before you invest in a formal audit — let’s confirm it’s even needed.

We offer a quick 10-minute “fit check” call to review your situation, look at what’s happening in your portal, and see if an Audit + Clean is the right move.

<p style="line-height: 1.5;"><span style="font-size: 18px;">Is your portal a fit?</span></p> <p style="line-height: 1.5;"><span style="font-size: 18px;">10-minute call</span></p>

We’ll tell you honestly if an audit isn’t needed.

 

HubSpot Gold Solutions Partner • View our services • Directory listing

Is HubSpot holding you back?

  • Reports you can't trust.
  • Duplicates and dead emails.
  • Properties and stages used three different ways.
  • Workflows you're afraid to touch.
  • Lists no one wants to email.

If you've had HubSpot for a year or more, you likely have problems you can't see. We'll find them—and fix the foundation.

What you get with Audit + Clean

Comprehensive Portal Audit

A diagnostic review of your setup, data, properties, lists, workflows, and integrations — mapped to proven B2B best practices.

Database Cleaning

We classify and verify your contacts, flag duplicates and bad data, and deliver a cleaner, ready-to-use database.

 

Top 10 Fixes (Prioritized)

A clear action plan showing the most impactful fixes for data accuracy, reporting, and daily usability.

30-Minute Review Call

Walk through findings with clarity and confidence, align next steps, and see exactly where to focus first.

 

 

Note: We run the diagnostic with our partner tooling and deliver it fully CycleWerx branded.

A simple 4-step process

  1. Kickoff – Access + goals (Day 1–2)
  2. Audit – Full portal review (Week 1–2)
  3. Clean – Verify contacts, re-import, segment (Week 2–3)
  4. Review – Findings, Top 10 Fixes, next steps (Week 3–4)

Timeline: 3–4 weeks end-to-end, depending on portal size.

Fix the foundation. Everything works better.

Clean data powers better segmentation, clearer reporting, and higher deliverability. Sales gets a pipeline they can trust. Marketing gets consistency. Leadership gets real insight.

  • Fewer bounces. Better inboxing.
  • Accurate lifecycle stages and handoffs.
  • Reliable dashboards for faster decisions.

Timeline: 3–4 weeks end-to-end, depending on portal size.

Christian Beatty
"CycleWerx gave us clarity in HubSpot we didn't have. They cleaned up bad data, fixed lead scoring, and automated our nurture program — which streamlined operations and improved reporting. Huge ROI."
Christian Beatty
Head Of Marketing, SPOTIO
★★★★★

Audit Snapshot

Tier 1

$1,950

Fixed-scope project

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A fast, no-cleanup audit built to give you immediate clarity on the true health of your HubSpot portal.

  • Full HubSpot portal diagnostic
  • Top 3–5 issues clearly identified
  • Downloadable HubSpot Audit Report (PDF)
  • 20-minute findings walkthrough
  • Actionable next-step recommendations

 

Most Popular

Audit + Clean

Tier 2

$3,450

Fixed-scope project

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A complete diagnostic plus professional data cleaning — the foundation every growing B2B team needs.

  • Full HubSpot portal diagnostic
  • Verified contact cleanup (Kickbox + ZeroBounce included)
  • Lifecycle stage review + recommendations
  • Top 10 prioritized fixes (plan only — no implementation)
  • Clear action roadmap delivered in your 30-minute review call

 

Audit + Clean + Fixes

Tier 3

$4,950

Fixed-scope project

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A full audit, a cleaned database, and hands-on fixes — including lifecycle repair and the highest-impact improvements.

  • Everything in Audit + Clean
  • Implementation of 5 high-impact fixes
  • Lifecycle Stage Workshop + definitions + full setup
  • Light workflow, routing, and segmentation repairs
  • Final results review + next-step roadmap

Compare What’s Included in Each Tier

A deeper look at what you get with each HubSpot Audit option.

Perfect for small teams that need fast clarity without cleanup or implementation.

What’s included

  • Full HubSpot portal diagnostic
    Review of setup, data structure, properties, lists, workflows, integrations, and reporting.
  • Downloadable HubSpot Audit Report (PDF)
    Your full portal scan, findings, and system health indicators — packaged for internal sharing.
  • Top 3–5 issues clearly identified
    High-impact problems highlighted with brief explanations.
  • 20-minute findings walkthrough
    Quick review of results so you understand what’s working and what’s not.
  • Actionable next-step recommendations
    Clear guidance on what to fix first — even if you handle the work in-house.

Best for

Teams who want a clear, low-cost starting point to understand the real state of their HubSpot portal.

Timeline

  • 10–15 business days

Included Contacts

  • Up to 20,000
  • Surcharges apply beyond this limit (see below).

Surcharges

  • +$250 per additional 20K contacts over 20K
  • +$500 for HubSpot Enterprise portals

What’s NOT included

  • Contact cleanup
  • Lifecycle analysis
  • Workflow fixes
  • Segmentation fixes
  • Implementation of any kind
  • Follow-up analysis

The complete foundation: full audit + professional data cleanup + a prioritized roadmap.

What’s included

  • Full HubSpot portal diagnostic
    System-wide review of setup, data, workflows, lists, reporting, and integrations.
  • Verified contact cleanup (Kickbox + ZeroBounce)
    Spam, undeliverables, and invalid records removed; clean segments ready to re-import.
  • Lifecycle Stage Review + Recommendations
    We identify inaccuracies and flag where HubSpot lifecycle stages are misaligned with real processes. (Full definitions and implementation are included in Tier 3.)
  • Top 10 prioritized fixes (plan only — no implementation)
    A focused action plan for properties, workflows, segmentation, and reporting issues.
  • 30-minute review call
    Your team leaves with clarity on the highest-value next steps.

Best for

B2B teams that need a cleaner database and a clear roadmap to improve accuracy, reporting, and daily HubSpot performance.

Timeline

  • 3–4 weeks depending on portal size

Included Contacts

  • Up to 30,000
  • Surcharges apply beyond this limit (see below).

Surcharges

  • +$300 per additional 20K contacts over 30K
  • +$500 for HubSpot Enterprise portals

What’s NOT included

  • Implementing fixes
  • Workflow cleanup or rebuilds
  • Lifecycle implementation
  • Segmentation rebuilds
  • Automation repair
  • Property restructuring
  • Custom development

The premium option for B2B teams that want a full audit, full clean, lifecycle rebuild, and implementation of up to 5 high-impact fixes.

What’s included

  • Everything in Tier 2
  • Implementation of up to 5 high-impact fixes
    No rebuilds or new automations. Fixes may include:
    • Workflow cleanup (simple repairs)
    • Property cleanup + grouping
    • Segmentation cleanup
    • Routing/automation light repair
    • Removing unused workflows
  • Lifecycle Stage Workshop + written definitions + setup
    Includes:
    • 30–45 min workshop
    • Written definitions & criteria
    • Updating lifecycle settings in HubSpot
    • Bulk reassignment of outdated lifecycle records
    • Correcting lifecycle reporting
  • Follow-up review call
    Validate fixes and review improved data conditions.

Best for

B2B teams that want a clean portal and implementation of key fixes — without committing to a full retainer.

Timeline

  • 4–6 weeks

Included Contacts

  • Up to 50,000
  • Surcharges apply beyond this limit (see below).

Surcharges

  • +$350 per additional 20K contacts over 50K
  • +$750 for HubSpot Enterprise portals

What’s NOT included

  • Workflow rebuilds
  • Multi-pipeline restructuring
  • New automations
  • Lead scoring
  • Advanced attribution
  • ABM builds
  • Integration fixes
  • Custom development

 

FAQs

How much of my team's time is needed?
Minimal. We need secure access, 30–45 minutes for kickoff, and 30 minutes for the review call.
Will this impact our HubSpot contact billing?
Cleaning often lowers your billed contacts by removing undeliverables and spam. We'll flag catch-alls and give guidance before you send.
What if our database is huge?
For portals over ~200k contacts or complex multi-BU setups, we may propose a light add-on. We'll confirm scope at kickoff.
Do you change anything we can't undo?
No. We back up data. We won't delete records you want to keep. We document every change.
What access do you need?
A partner seat plus the right permissions to audit and export/import contacts.
Can you help execute the Top 10 Fixes?
Yes. Many clients engage us for sales ops, marketing ops, or web work after the audit. We'll recommend the fastest wins.

Stop guessing. Start fixing.

Book your Audit + Clean. We'll confirm fit, schedule kickoff, and get to work.

<p style="line-height: 1.5;"><span style="font-size: 18px;">Is your portal a fit?</span></p> <p style="line-height: 1.5;"><span style="font-size: 18px;">10-minute call</span></p>

Have questions? Contact us.

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Phone: (817) 330-4042

Email: Sales@CycleWerxMarketing.com

We serve B2B clients across the Dallas–Fort Worth Metroplex — including Fort Worth, Dallas, Keller, Southlake, Arlington, and beyond — as well as businesses throughout the United States.

Proud HubSpot Gold Solution Partner

 

HubSpot Gold Solution Partner

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