--- title: Free HubSpot Audit for CRM, RevOps & GTM Performance | Zentavra description: "A HubSpot portal audit from Zentavra: see what’s working, what’s slowing your team down, and get a prioritized roadmap across CRM, RevOps, automation, and reporting." image: https://zentavra.com/hubfs/website-graphics/share/zv-share-audit.jpg --- [![Untitled design (17)-1](https://zentavra.com/hs-fs/hubfs/Untitled%20design%20(17)-1.png?width=240&height=69&name=Untitled%20design%20(17)-1.png "Untitled design (17)-1")](https://zentavra.com/?hsLang=en) [Book Strategy Call](https://zentavra.com/free-hubspot-audit#link) [![Zentavra logo](https://zentavra.com/hubfs/Peace%20of%20mind%20for%20your%20revenue%20operations..png)](https://zentavra.com/?hsLang=en) - [Home](https://zentavra.com/?hsLang=en) - [Services](https://zentavra.com/services?hsLang=en) [*01***Implementation & Migration**Set it up right the first time](https://zentavra.com/services/hubspot-implementation?hsLang=en)[*02***CRM Optimization & RevOps**Build the foundation before you scale](https://zentavra.com/services/revops?hsLang=en)[*03***Workflow Automation & AI**Arm your team, don't replace them](https://zentavra.com/services/automation-ai?hsLang=en)[*04***Fractional HubSpot Admin**Your admin, without the headcount](https://zentavra.com/services/fractional-admin?hsLang=en)[*05***Consulting & Training**We build it, we hand over the keys](https://zentavra.com/services/training?hsLang=en)[*06***Reporting & Attribution**See what's actually working](https://zentavra.com/services/reporting?hsLang=en)[*07***Revenue Hub & Quoting**Close deals faster, quote to cash](https://zentavra.com/services/revenue-hub?hsLang=en)[*08***Web Design & HubSpot CMS**A website that sells before the call](https://zentavra.com/services/web-design?hsLang=en)[*09***Fractional CMO & Marketing**Marketing leadership on retainer](https://zentavra.com/services/fractional-cmo?hsLang=en)[*10***Lead Generation & Outbound**The right accounts, every day](https://zentavra.com/services/lead-generation?hsLang=en) - [About](https://zentavra.com/about?hsLang=en) - [Blog](https://blog.zentavra.com/blog?hsLang=en) - [Free HubSpot Audit](https://zentavra.com/free-hubspot-audit) - [Contact Us](https://zentavra.com/contact-us?hsLang=en) [Book Strategy Call](https://zentavra.com/?hsLang=en#link) [Home](https://zentavra.com/?hsLang=en)  /  Free HubSpot Audit The CRM Diagnostic # Find What's Holding Your HubSpot Back Whether you're new to HubSpot or managing years of data, we'll show you what's working, what's slowing your team down, and where the biggest opportunities are. - A prioritized roadmap that's yours to keep - Partner access that doesn't use a paid seat - Findings walked through with a senior HubSpot expert [See How It Works →](https://zentavra.com/free-hubspot-audit#how-it-works) ![Anthony T.](https://zentavra.com/hs-fs/hubfs/szK6NAULTwO2.jpeg?width=38&height=38&name=szK6NAULTwO2.jpeg)![Travis B.](https://zentavra.com/hs-fs/hubfs/Trav-1.jpg?width=38&height=38&name=Trav-1.jpg)![Molly T.](https://zentavra.com/hs-fs/hubfs/1541566974225.jpg?width=38&height=38&name=1541566974225.jpg)![Todd L.](https://zentavra.com/hs-fs/hubfs/1642726814960.jpg?width=38&height=38&name=1642726814960.jpg)![Edward D.](https://zentavra.com/hs-fs/hubfs/1707267414999.jpg?width=38&height=38&name=1707267414999.jpg) **★★★★★**Top-rated by HubSpot teams at La-Z-Boy, Rivo, SuiteHop and more [Learn More](https://zentavra.com/free-hubspot-audit#how-it-works) How It Works ## Three Steps to a Clear Roadmap Here's exactly what happens after you request your audit. Step 1 ### Discovery Call 30 minutes on video. We learn your goals and how your team uses HubSpot. Nothing to prepare. Step 2 ### Portal Review We review your data, pipelines, automation, and reporting through a partner access link. A few clicks, and it won't use a paid seat. Step 3 ### Roadmap Walkthrough We walk you through the biggest findings and hand over a prioritized roadmap and dashboards that are yours to keep. app.hubspot.com › Zentavra Audit Discovery Notes Goal**Grow pipeline 30%** Team**12 HubSpot users** Leads slow to reach sales Forecast lives in spreadsheets Reports nobody trusts Portal Health Scan **68**Health score Data quality *62* Pipelines *78* Automation *45* Reporting *70* Adoption *84* Prioritized Roadmap *High*Merge 2,400 duplicate contacts *High*Route inbound leads in seconds *Medium*Rebuild lifecycle stages *Medium*Pipeline and forecast dashboard *Next*AI agents for first-touch research After the Audit ## Every Finding Maps to a Fix The roadmap is yours to keep either way. If you'd like a hand building it, here's how we help. [***01*Implementation & Migration** Setup gaps, messy data, or a CRM you've outgrown. A clean portal your team actually uses Learn more →](https://zentavra.com/services/hubspot-implementation?hsLang=en)[***02*CRM Optimization & RevOps** Lifecycle stages, pipelines, and numbers nobody trusts. One source of truth and a pipeline that moves Learn more →](https://zentavra.com/services/revops?hsLang=en)[***03*Workflow Automation & AI** Slow lead response and hours of manual work. Leads routed in seconds, busywork automated Learn more →](https://zentavra.com/services/automation-ai?hsLang=en)[***04*Fractional HubSpot Admin** No owner, piled-up requests, things quietly breaking. Someone who runs HubSpot for you: emails, agents, lists, reports, and data hygiene Learn more →](https://zentavra.com/services/fractional-admin?hsLang=en)[***05*Consulting & Training** Low adoption and training that didn't stick. A team that knows exactly where to click Learn more →](https://zentavra.com/services/training?hsLang=en)[***06*Reporting & Attribution** Not knowing which channels drive revenue. Dashboards leadership trusts Learn more →](https://zentavra.com/services/reporting?hsLang=en)[***07*Revenue Hub & Quoting** Quotes in Word docs and payments chased by hand. Quotes out in minutes, cash in faster Learn more →](https://zentavra.com/services/revenue-hub?hsLang=en)[***08*Web Design & HubSpot CMS** A site that looks fine but doesn't convert. Pages that turn visits into booked calls Learn more →](https://zentavra.com/services/web-design?hsLang=en)[***09*Fractional CMO & Marketing** Marketing with no owner and no proof it works. Campaigns that show up in the pipeline Learn more →](https://zentavra.com/services/fractional-cmo?hsLang=en)[***10*Lead Generation & Outbound** A pipeline that depends on guesswork lists and manual prospecting. The right accounts, enriched and contacted every day Learn more →](https://zentavra.com/services/lead-generation?hsLang=en) [Book Your Audit Call](https://zentavra.com/free-hubspot-audit#book-audit) Make HubSpot Work Harder ## What You'll Gain From Working With Us A real person digs into your portal, then walks you through what we found and what to do about it, in plain English. ![Client team reviewing HubSpot audit findings together](https://zentavra.com/hs-fs/hubfs/pexels-canvastudio-3153198.jpg?width=1279&height=853&name=pexels-canvastudio-3153198.jpg) **Your Team, Finally on the Same Page**Clear findings everyone can act on, in plain English. **Growth Opportunities** We show you where revenue is slipping through the cracks. **Better ROI** Get more from the tools you already pay for, with a clear order of what to fix first. **Data You Can Trust** Know which numbers to trust in your CRM and what needs cleaning up. **A Clear Path Forward** Recommendations built around how your team works, not HubSpot out of the box. 1\. Growth Opportunities **Find what is slowing growth** See exactly where revenue is being left on the table. [2\. Better ROI **Get more from the tools you already pay for**    Not a list of suggestions. A clear order of what to fix first and why.](https://zentavra.com/free-hubspot-audit#link) 3\. Data Management Strategy **Leave with a clearer path forward**  Know what to trust in your CRM and what needs to be cleaned up. 4\. Actionable Recommendations  **Turn your existing CRM into a revenue machine**  Built around how your business works, not HubSpot out of the box. [Book Your Audit Call](https://zentavra.com/free-hubspot-audit#book-audit) **PREFER EMAIL?** Not Ready for a Call? Send a Quick Note.  Tell us a little about your HubSpot setup and we'll reply by email within one business day. No call needed. [Rather Talk? Book a Strategy Call](https://zentavra.com/?hsLang=en#link)  **MAXIMIZE YOUR CRM ROI** ## Choose the Right Launch Point for Your Team  New to HubSpot or planning a migration? Start with a **strategy call**. Already on HubSpot? Start with the **audit** and get a roadmap you keep. [Book Strategy Call](https://zentavra.com/?hsLang=en#link) [Request an Audit](https://zentavra.com/free-hubspot-audit)   **✓**  Strategy session and CRM audit   **✓**  Aligned to your goals, systems, & growth stage   **✓**  Clear, actionable next steps you can implement immediately ![Purple and Black Elegant Business Pitch Deck Presentation Laptop Mockup Instagram Post (1)-1](https://zentavra.com/hubfs/Purple%20and%20Black%20Elegant%20Business%20Pitch%20Deck%20Presentation%20Laptop%20Mockup%20Instagram%20Post%20(1)-1.png) **HOW IT WORKS** ## What's Included in My Free Audit? ![icon-1-1](https://zentavra.com/hubfs/icon-1-1.svg) **Discovery Call** - We start with a quick conversation to understand your business, goals, current challenges, and how your team is using HubSpot today.   ![icon-2-1](https://zentavra.com/hubfs/icon-2-1.svg) **HubSpot Portal Review** - We run a detailed review of your HubSpot setup, including: - Usage & system health - Data structure & segmentation - AI + automation strategy - Lead routing & pipeline management - Lifecycle stages & conversion paths - Reporting, dashboards & attribution - Sales enablement & team alignment opportunities ![icon-3-1](https://zentavra.com/hubfs/icon-3-1.svg) Findings + Next Steps - We walk you through the biggest findings and give you clear recommendations your team can act on right away. - Documented roadmap - Prioritized recommendations - Clearer direction for marketing, sales, and service ops - Dashboards based on your setup and subscription ![partner-badge-3d-1](https://zentavra.com/hubfs/partner-badge-3d-1.svg) WHY ZENTAVRA ## Strategic CRM Operators Trusted for HubSpot Organizations turn to Zentavra when HubSpot needs to function as a reliable, connected system across marketing, sales, and service operations, and the broader revenue tech stack. Recognized by HubSpot for advanced CRM support, we focus on support that aligns with how your team actually works. No cookie-cutter templates, just tailored hands on expertise that saves time, improves efficiency, and delivers reliable data and smarter use of AI. ![partner-badge-3d-1](https://zentavra.com/hubfs/partner-badge-3d-1.svg) The Zentavra Brief ### HubSpot Insights, Straight to Your Inbox Practical HubSpot tips, RevOps playbooks, and what's new in HubSpot and AI. One useful email, no fluff. No spam. Unsubscribe anytime. [![zentavra-peace-of-mind-for-your-crm](https://zentavra.com/hs-fs/hubfs/2-3.png?width=240&height=69&name=2-3.png "zentavra-peace-of-mind-for-your-crm")](https://zentavra.com?hsLang=en) Copyright 2026 © Zentavra™ All rights reserved · Ojai, California  SITE MENU - [Home](https://zentavra.com/?hsLang=en) - [Our Services](https://zentavra.com/services?hsLang=en) - [About Us](https://zentavra.com/about?hsLang=en) - [Blog](https://blog.zentavra.com/blog?hsLang=en) - [Contact Us](https://zentavra.com/contact-us?hsLang=en) - [Free HubSpot Audit](https://zentavra.com/free-hubspot-audit) - [Security and Privacy](https://info.zentavra.com/security-policy?hsLang=en) - Call us: [+1 (805) 360-5604](tel:+18053605604) [![Visit linkedin](https://f.hubspotusercontent10.net/hubfs/8768169/Elements/Theme/icons/social/linkedin.svg)](https://www.linkedin.com/company/zentavra) [![Visit youtube](https://f.hubspotusercontent10.net/hubfs/8768169/Elements/Theme/icons/social/youtube.svg)](https://www.youtube.com/@DanielGamboaZen) [![Visit telegram](https://zentavra.com/hs-fs/hubfs/67c6bfcce67bc20c3943e6ae_67c032c1ec0e28157c4f0663_Hubspot-Logo-No-Background.webp?width=32&name=67c6bfcce67bc20c3943e6ae_67c032c1ec0e28157c4f0663_Hubspot-Logo-No-Background.webp)](https://ecosystem.hubspot.com/marketplace/solutions/zentavra) [![Visit whatsapp](https://zentavra.com/hs-fs/hubfs/images.jpg?width=32&name=images.jpg)](https://clutch.co/profile/zentavra) ```json { "@context" : "https://schema.org", "@type" : "ProfessionalService", "areaServed" : { "@type" : "Country", "name" : "United States" }, "description" : "HubSpot implementation, RevOps architecture, and go-to-market systems for B2B teams. We help companies implement, optimize, and scale HubSpot CRM so marketing, sales, and customer success run on clean data and clear processes.", "founder" : { "@type" : "Person", "jobTitle" : "Founder", "name" : "Daniel Gamboa" }, "logo" : "https://zentavra.com/hs-fs/hubfs/Zentavra%20logo.png", "name" : "Zentavra", "sameAs" : [ "https://www.linkedin.com/company/zentavra", "https://ecosystem.hubspot.com/marketplace/solutions/zentavra" ], "serviceType" : [ "HubSpot Implementation", "HubSpot Migration", "RevOps Architecture", "CRM Optimization", "Go-to-Market Systems", "HubSpot Consulting" ], "url" : "https://zentavra.com" } ``` ```json { "@context" : "https://schema.org", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Zentavra helps B2B companies implement, optimize, and scale HubSpot CRM. We build the systems that connect marketing, sales, and customer success so your team runs on clean data, clear processes, and automation that actually works." }, "name" : "What does Zentavra do?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "B2B companies with dedicated sales and marketing teams who are on HubSpot, migrating to HubSpot, or struggling to get results from their current setup. We work best with companies between $1M and $100M in revenue." }, "name" : "Who is a good fit for Zentavra?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Our clients have seen 791% more booked meetings (Magma), 76.5% more closed-won deals in 30 days (Aqualume), 220% surge in outbound revenue (Rivo.io), and 71% more meetings in 30 days (Viceroy). Results depend on your starting point, but every engagement is tied to measurable outcomes." }, "name" : "What results can I expect working with Zentavra?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Book a free HubSpot audit at https://info.zentavra.com/freehubspotaudit. We will review your portal, identify gaps, and give you a clear roadmap -- no pitch, no pressure." }, "name" : "How do I get started with Zentavra?" } ] } ```