Read-only audits for HubSpot partners

The HubSpot audit your clients can trust.

You run HubScan against a client portal read-only; it returns a calm, defensible report covering seat savings, data quality, automation health and access drift: the same four things that decide whether an AI agent can safely act on the portal. Delivered under your name; the numbers do the convincing.

Request a free first audit See how it works→
Read-only by default Every API call logged & shipped Whitelabel for your firm
Four pillars, one report

Everything that quietly drains a HubSpot portal.

Each pillar is a section of the same report, with the same evidence and caveats. Licensing, data quality and access drift run today; automation is landing. They are also an agent-readiness checklist: before an AI agent acts on a portal, these four pillars decide whether it helps or harms.

Licensing & seat efficiency

Available

Is each person on the cheapest defensible seat? Core vs Sales Hub vs View-Only, with savings math and confidence on every recommendation. Plus marketing-contact bloat: marketable contacts that never open or click but push you into a higher contacts tier.

Data quality

Available

Unowned records, records owned by deactivated users, stale records, missing critical fields, property sprawl. Across contacts, companies, deals, tickets and custom objects, with RAG bands.

Access & permission drift

Available

Super-Admin proliferation, admins inactive in the window, and stale grants (deactivated users still flagged Super Admin). RAG-banded and feeding the health score.

Automation health

Roadmap

Broken workflows, unused sequences, misfiring integrations, deprecated API usage.

How it works

Scan. Report. Review.

No agent installed in the client portal, no data leaving your control. The audit is the deliverable.

01

Scan, read-only

Run HubScan against the client portal from your own machine. No writes, no central database, per-client isolation by design.

02

Generate the report

A single, self-contained HTML file: headline savings, action items, recommendations and per-user evidence. Email it or print to PDF.

03

Review with the client

Findings are heuristics, framed for human review. Every API call is logged in a sibling trace you can ship for full provenance.

Transparency promise

Every number traces back to an API call.

HubScan records every HubSpot request it makes during a scan and ships the log alongside the report. Nothing is asserted that can't be shown. When a scope is missing, the report says so, and what it means for the findings.

It runs read-only on your own machine and stores no client data: nothing is copied to a central server, so a scan creates no new place for your client's data to live, and no new GDPR or security surface to defend.

acme.trace.md · 1,284 calls recorded
200 GET /crm/2026-03/objects/users · 42 results
200 GET /settings/v3/users · paginated ×3
200 GET /crm/v3/owners · joined by email
200 GET /automation/v4/flows · seq ownership
403 POST /crm/2026-03/objects/deals/search · scope missing → noted in report
… full request/response metadata for all 1,284 calls
Sample report

The deliverable your client actually reads.

Calm, dense, and defensible. Built to be printed, forwarded, and trusted by a budget owner who never sees the tool.

See a full sample report

A complete seat & health audit on an example portal, with realistic figures.

Two delivery modes

Open the door. Then keep it open.

Same tool, same read-only scans. A first audit qualifies and converts; a monthly retainer produces recurring evidence the relationship is working.

First audit · prospects

One-shot audit

  • Executive summary with headline findings
  • Scope-limited, low-cost, fast to deliver
  • Action items the client can act on immediately
  • The audit itself is the pitch for a retainer
Monthly · clients
Most popular

Retainer audit

  • Recurring, full scope across all pillars
  • Time-series trending, month over month
  • A health score that visibly earns the fee
  • Remediation executed by you, the consultant
Pricing

Priced by your HubSpot partner tier.

Your first audit is free. After that, license HubScan for your firm at the tier matching your HubSpot Solutions Partner level: one predictable monthly fee, no per-seat metering.

Gold · & unranked partners
€ 250 / mo
License HubScan across a growing client base, fully under your brand.
  • Up to 15 client portals
  • All available pillars + trending
  • Whitelabel under your firm
Start with Gold
Platinum · most active partners
€ 450 / mo
More portals, more polish: the working tier for an established practice.
  • Up to 40 client portals
  • All available pillars + trending
  • Whitelabel + report theming
  • Guided onboarding
Talk to us
Diamond / Elite · hands-on
€ 750 / mo
Unlimited portals and dedicated onboarding support across your whole book.
  • Unlimited client portals
  • Everything in Platinum
  • Dedicated onboarding support
Book a call

See what a HubScan audit surfaces in one portal.

Run a free first audit and see the exact report your clients would get: evidence, caveats and all.

Request a free first audit