Free HubSpot Opportunity Audit
Discover what your business could accomplish with HubSpot
See which capabilities you already have, what opportunities you may be missing, and what to prioritize next — in about five minutes.
- No HubSpot login required
- Results straight away, no sales call needed
- 523 features tracked from HubSpot's catalog
- Upgrade advice only when justified
Example preview
Northwind Industrial Supply
Sales Hub Starter · Manufacturing
26 opportunities · 5 quick wins
- Let prospects book meetings with a scheduling linkUse existing
- Build a clear deal pipeline that mirrors how you sellOptimize
- Automate multi-step follow-up with sequencesConsider upgrade
Get more value from your current HubSpot investment before paying for upgrades
Most teams use a fraction of what their editions include. Your audit starts with what you already have, and recommends upgrades only when a relevant business case supports them.
What you get
A practical advisory report, not a sales pitch
Opportunity Potential Score
An explainable 0–100 score showing how much HubSpot capability is relevant to your goals, broken down into eight business dimensions.
Subscription optimizer
See what your current editions appear to include, what may need an upgrade, seat and credit dependencies, and lower-cost alternatives.
30/60/90-day roadmap
A prioritized action plan that starts with quick wins from what you already pay for.
Product-by-product analysis
Smart CRM, Marketing, Sales, Service, Content, Data and Revenue Hubs, plus AI agents and platform governance.
AI Maven Advisor
Ask follow-up questions like “Do I really need Professional?” and get answers grounded in your audit and HubSpot's catalog.
Branded PDF report
Download a detailed report to share with your team, or email it to yourself.
How it works
Three steps, about five minutes
- 1
Tell us about your business
Company profile, goals, and which HubSpot products and editions you use. A few short detail questions sharpen the results.
- 2
Our rules engine evaluates your fit
Deterministic rules match your profile to HubSpot capabilities and check entitlements against the official catalog.
- 3
Get your roadmap
Explore your dashboard, ask the AI Maven Advisor questions, and download your branded report.
Complete HubSpot coverage
Every hub, every edition, sourced from HubSpot's catalog
We track 523 features across all seven HubSpot products — including 78 AI, agent and enrichment capabilities — with availability by edition, limits, seat and credit notes. Catalog last imported October 18, 2026.
Includes historical names: Content Hub (formerly CMS Hub), Data Hub (formerly Operations Hub), Revenue Hub (formerly Commerce Hub).
Smart CRM
110 features
Marketing Hub
90 features
Sales Hub
83 features
Service Hub
81 features
Content Hub
84 features
Data Hub
24 features
Revenue Hub
51 features
AI & agents
Breeze, agents, credits
Platform
Seats, permissions, governance
What this audit is — and isn't
It's a profile-based opportunity assessment. It doesn't connect to your HubSpot account, so it never claims something is broken, duplicated, or unused. It tells you what is likely to matter and why.
- Deterministic rules — the same answers always produce the same findings
- Entitlements from HubSpot's published catalog, with source links
- AI explains results; it is never the source of truth for entitlements
- No invented prices or ROI promises
FAQ
Questions, answered
Do I need to connect my HubSpot account?
No. The free audit uses only your answers to a short questionnaire. It never logs into HubSpot, so it can't see your configuration or data — and it never claims to. A connected audit is planned as a separate, paid service.
Where does the subscription information come from?
Feature availability by edition comes from HubSpot's published Product & Services Catalog, last imported October 18, 2026. Each finding links to its source. HubSpot can change features and pricing, so always confirm entitlements before purchasing.
Will you tell me to upgrade?
Only when a higher edition is clearly relevant to your stated goals. Existing subscription value always comes first, and we show lower-cost alternatives where they exist. We never estimate prices.
Do I need to give my email?
Yes. We ask for your name and business email so we can attach the audit to you and contact you about it if needed. Your contact details aren't used for scoring or sent to the AI, and we won't send you marketing emails unless you opt in.
What is the Opportunity Potential Score?
It estimates how much HubSpot capability appears relevant to your business goals. It is not an account health score and doesn't predict financial results.
Built by Marketing Mavens
We're a fractional HubSpot & go-to-market team for startups and SMEs: HubSpot administration, CRM architecture, lifecycle automation, reporting, content and fractional marketing strategy — under one roof.