You’ve invested in a powerful platform, but it feels like an expensive address book. Stop guessing what’s broken. Get a Free, No-Obligation HubSpot Portal Health Check from a certified Gold Solutions Partner and get a clear, actionable roadmap to fix it.
If you’re like most B2B teams we talk to, you’re experiencing one of these “pain points”:
You can’t trust your reports, you have duplicate properties, and you have no idea what’s working.
Marketing and Sales operate in different worlds, leading to lost leads and a broken customer experience.
Your staff is still using old spreadsheets because the portal is “too complicated,” and you’re struggling to train them.
You’re buried in manual tasks, knowing you should be automating your sales and marketing, but don’t know where to start.
As a HubSpot Gold Partner, we conduct a strategic 80/20 audit focused on the areas that have the biggest impact on your revenue: your CRM, Sales Hub, and Data Foundations.
After our team completes its analysis, you will receive a personalized, 100% transparent PowerPoint report. No fluff, just actionable insights.
Audit Evaluation Table: A clear scorecard of your portal's health.
Summary Dashboard: A visual overview of each Hub with a "Portal Health Score."
Top 5 Risks & Quick Wins: The 5 most urgent problems we found... and the 5 highest-value fixes you can implement today.
Prioritized Recommendations: We'll separate "Quick Wins" from "Strategic Projects" so you know what to focus on.
Exclusions Statement: We clearly state what we analyzed to ensure 100% transparency.
Optional Implementation Proposal: A no-pressure proposal outlining our service packages to help you fix these problems and achieve your goals.
Fill out the secure form. Our team will confirm you're a fit and send a secure access request for your portal.
One of our certified HubSpot experts will run our "Health Check" playbook, diving deep into your data, pipelines, and automations.
We'll schedule a 45-minute call to present your 6-slide report and discuss how to implement the recommendations.
This is not a generic automated report. It is a high-value strategic audit—worth over $1,000—that we conduct for free to build relationships with our ideal partners.
This offer is specifically for:
Industries: B2B SaaS, Technology, Manufacturing, or Professional Services.
Company Size: 20–200 employees.
Platform: You are already using HubSpot (any Hub) but feel stuck.
Please note: This offer is not for other agencies or solo entrepreneurs. We reserve the right to qualify all requests.
ElanceMind isn't just another freelancer. We are a HubSpot Gold Solutions Partner and a Top-Rated Agency on Upwork. Our mission is to be the "one-stop shop" for B2B companies that want to turn HubSpot into their single source of truth.
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We provide ongoing support to ensure you get the most out of your HubSpot investment.
Certified Hubspot Solution Partner & Top Rated Plus Upwork Freelancer with pure experience of over 06 years in HubSpot CRM, Marketing Automation, and HubSpot Training.
Certified Hubspot Solution Partner & Top Rated Plus Upwork Freelancer with pure experience of over 06 years in HubSpot CRM, Marketing Automation, and HubSpot Training.Feeling overwhelmed by HubSpot? Don’t worry, I’ve got you covered. My HubSpot onboarding services will get you up and running quickly and efficiently, so you can start generating leads and growing your business with HubSpot in no time.
Fill out the form below to get your free 6-slide strategic roadmap. A member of our team will contact you within 24 hours.
This is a fair question. Our audit is a high-value, human-powered diagnostic. We offer it for free (a $1,000+ value) for one reason: to build relationships. We find that many companies who get this audit are so impressed with the roadmap we deliver that they ask us to help them implement the recommendations. There is absolutely no obligation to do so.
No. This is not a software-generated checklist. Your portal will be manually reviewed by a certified HubSpot expert on our team. We analyze your specific setup against your business goals to provide custom, strategic recommendations—not just a list of “pass/fail” items.
This audit is specifically designed for B2B companies (like SaaS, Tech, Manufacturing, and Professional Services) with 20-200 employees that are already using HubSpot but feel they aren’t getting their full ROI.
To be respectful of your time and ours, this free offer is not for other agencies, HubSpot partners, or solo entrepreneurs. It is also not for companies who are not yet using the HubSpot platform.
From the moment you grant us secure access, our team will typically deliver your 6-slide report and schedule your 45-minute review call within 5-7 business days.
We will need temporary, secure “Super Admin” access to your HubSpot portal. This allows us to conduct our deep dive into your objects, properties, and automations. We adhere to strict data privacy and confidentiality standards.
We apply an 80/20 principle. We focus 80% of our analysis on the areas with the biggest impact on revenue: your CRM and Sales Hub. This includes your data hygiene, deal pipelines, custom properties, and sales activities. We also do a 20% “quick scan” of your Marketing and Service Hubs to spot obvious breaks or quick wins.
This “Portal Health Check” is a diagnostic service. The 6-slide report gives you the complete, prioritized roadmap of what to fix and why. It does not include the implementation of those fixes. Slide 6 of your report will, however, provide an optional proposal for our team to do that work for you.
ElanceMind is a HubSpot Gold Solutions Partner and a Top-Rated Agency on Upwork. Our founder is a certified expert with over 6 years of experience 50+ helping B2B companies turn HubSpot into their single source of truth for growth.
We will schedule a 45-minute, no-obligation video call. On this call, we will walk you through your 6-slide report, explain our findings, and answer any questions you have. We will also discuss the recommendations on Slide 6 to ensure you have a clear path forward.
