How the audit works

The free audit is a deterministic, explainable assessment. The same answers and catalog version always produce the same findings.

1. Knowledge base

We import HubSpot's published Product & Services Catalog (523 features across Smart CRM, Marketing, Sales, Service, Content, Data and Revenue Hubs, plus 31 add-ons and capacity packs), recording availability by edition, stated limits, beta status, credit usage and source links. Features not listed among HubSpot's free tools are treated as unavailable on Free and flagged as inferred.

2. Opportunity rules

56 business-focused opportunity rules map objectives, stage, industry and optional details to the catalog features that deliver them. Rules never assert entitlements; those come from the catalog.

3. Classification

• Use existing: A relevant capability appears to be available in your reported subscription.
• Optimize: A potential process improvement using capabilities you appear to have. Actual configuration is unverified.
• Consider upgrade: A relevant capability may require a higher edition. Confirm exact entitlements before purchasing.
• Consider add-on or credits: A relevant capability may require HubSpot Credits or an add-on beyond what's included.
• Expert review: This opportunity is complex or strategic and warrants an expert evaluation.
• Not verified: There isn't enough information to determine availability, usually because the subscription tier wasn't known.

4. Priority

Priority = 45% relevance + 20% expected impact + 15% availability in your current subscription + 10% ease + 10% confidence. Upgrades are only recommended above a relevance threshold.

5. Opportunity Potential Score

A 0–100 score averaging eight dimensions (Alignment with your goals, Marketing efficiency, Sales operations, Automation, Reporting & insight, Customer service & retention, Cross-team alignment, Value from current subscriptions), weighted for your stage and industry. Dimensions with no relevant opportunities are excluded rather than counted against you. It is not an account health score.

6. Limitations

Without connecting to HubSpot we can't see how your account is configured or used, so we never claim something is broken, duplicated or unused. Prices are never estimated.