Get more from the HubSpot you own.
A portal health audit across six areas, scored, with a fix plan ranked by revenue impact.
A HubSpot audit from Azend scores your portal across six areas: data quality, properties, automation, reporting, adoption and agent readiness, so the HubSpot you already pay for produces more revenue and is ready for AI agents.
What leaders measure.
The metrics we instrument in HubSpot. Named, never promised.
The six areas.
Data quality
Duplicates, missing owners, stale records, broken associations.
Properties
Unused, duplicated and free-text fields that should be picklists.
Automation
Workflows that conflict, fail silently or nobody owns.
Reporting
Whether leadership can trust the pipeline, attribution and forecast.
Adoption
Who logs in, what they use, and where work happens outside HubSpot.
Agent readiness
Data, knowledge and processes ready for Agent Hub.
Six areas, by team.
Each cell gets a rating and its evidence.
A model, not a result: the grid stays blank until we review your portal; your report fills every cell.
What we check.
What you get.
Written for the board and for the admin who does the work.
Scored health report
Six scores, with the evidence behind each.
Prioritised fix list
Every issue ranked by revenue impact and effort.
Quick wins
Fixes your team can make straight away.
Agent readiness view
The first agent worth deploying, and what it needs first.
Leadership readout
One session with your leadership team.
How the audit runs.
Read-only. Nothing changes until you decide.
Access
Read access to the portal and a list of the people who use it.
Review
Data, properties, workflows, reports and integrations examined in the portal.
Interview
Short sessions with marketing, sales and service in each market.
Decide
Priorities, owners and dates agreed.
Questions.
We were set up by another partner. Is that a problem?
No. We judge the portal against how you sell today, not against who built it.
Do we have to use Azend to fix what you find?
No. The fix list is written so your own team or any partner can act on it.
Know what your portal is worth.
A strategy call scopes the audit, the markets it covers and the people we should speak to.