A free Revenue Operations audit for B2B businesses using HubSpot.
Know something is wrong, but cannot pinpoint it? We audit your revenue operations across six areas and give you a prioritised view of what to fix first. No cost. No obligation.
TRUSTED BY 100+ GROWING SMEs ACROSS EMEA & NA
Current HubSpot tier, purchased Hubs, active subscription level, portal age, renewal information, inactive users, pending invitations, Super Admin distribution, calendar and inbox connection rates, team structure, and CRM adoption across your organisation.
Duplicate contacts and companies, missing email addresses, phone numbers and company domains, hard bounced addresses, personal email usage, source attribution accuracy, contact and company acquisition channels, installed applications, disconnected integrations, broken synchronisations, and data silos across your wider tech stack.
Pipeline health, deal stage distribution, deals without associated contacts or companies, open deals missing activity or engagement, overdue estimated close dates, task performance and completion rates, calls completed, sequence usage and completion rates, email open and click rates, meeting booking rates, forecasting accuracy, pipeline coverage, and CRM adoption across individual sales representatives.
Website sessions, direct, email and organic traffic, marketing email open rates, click rates, delivery and bounce rates, individual campaign performance, form submission and conversion rates, contact quality and marketing contact volumes, source attribution, active lists, personas, marketing automation coverage, and whether revenue can be accurately attributed to marketing activity.
Open ticket volumes, ticket pipeline health, ticket closure time, closed ticket volumes, customer survey responses and satisfaction scores (CSAT, NPS, CES), help desk configuration, customer portal setup, knowledge base and chat implementation, customer agent utilisation, and whether service reporting reflects actual workload and response quality.
Quote creation, templates and branding, quote approval and acceptance workflows, accounting software integrations (Xero, QuickBooks, NetSuite), contract management and renewal tracking, subscription and recurring revenue visibility, and whether revenue data flows correctly between HubSpot and your finance systems.
Complete the form below. A Pixcell consultant will be in touch within one business day.
We request HubSpot partner access to your portal. No changes are made to your live data or configuration.
We build a custom audit dashboard directly inside your HubSpot portal. Every finding is documented in context, not buried in a PDF.
Within three working days, a Pixcell consultant adds observations, identified risks and recommendations across every area assessed.
We walk you through the findings in a live call. You can ask questions, challenge assumptions and get clarity on anything that needs it.
Based on the consultation, we share a prioritised roadmap that tackles findings in order of commercial impact. The roadmap is yours to act on, with or without us.
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Places are limited each month to ensure every audit receives proper consultant time.
We build a custom audit dashboard inside your HubSpot portal, walk you through the findings live, and share a prioritised roadmap you can act on immediately.
B2B businesses with 10 to 150 employees that are already using HubSpot but are not getting reliable value from it. Common signals include inconsistent reporting, poor pipeline visibility, low CRM adoption, or misalignment between sales and marketing.
Most businesses come to us knowing something is wrong but unable to define what. Starting a project without understanding the root cause leads to wasted investment. The audit gives both parties clarity before any work begins. There is no obligation to proceed.
Yes. We request HubSpot partner access to complete the assessment. No changes are made to your live data or configuration during the audit.
We do not send a PDF. The audit dashboard is built inside your HubSpot portal so every finding is documented in context. We walk you through it on a live consultation call and follow up with a prioritised roadmap based on the conversation.
Yes. The audit uses HubSpot as the assessment layer. If you are not yet using HubSpot but are evaluating it, speak to us about a pre-implementation consultation instead.
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