Lead gen and retainer, in one tool.
Prospect audits qualify and convert; retainers produce MRR and a monthly upsell surface. Identified savings get reinvested into your consulting scope: the client's spend stays, your mix shifts to services.
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.
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
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
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.
- Up to 15 client portals
- All available pillars + trending
- Whitelabel under your firm
- Up to 40 client portals
- All available pillars + trending
- Whitelabel + report theming
- Guided onboarding
- Unlimited client portals
- Everything in Platinum
- Dedicated onboarding support
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.
Licensing & seat efficiency
AvailableIs each person on the cheapest defensible seat? Core vs Sales Hub vs View-Only, with savings math and confidence on every recommendation.
Data quality
AvailableUnowned 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
AvailableSuper-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
RoadmapBroken workflows, unused sequences, misfiring integrations, deprecated API usage.
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