Audit your HubSpot portal in 5 days
One email per day. Each one covers a different dimension of your portal with a specific action to take. Free.
- Day 1
Properties
Look at what your portal carries. Custom property count, fill rate, and the Used-in coverage that tells you which fields actually matter. By the end of the day you have a list of properties to archive, merge, or delete.
- Day 2
Workflows
Score your workflow operations against ownership, conflicts, audit cadence, and recent incidents. Surface duplicate property writers, archived references, and the active count vs your tier cap.
- Day 3
Pipeline and deal stages
Quantify the dollar value of stalled pipeline. Pipeline value at risk, daily revenue bleed per stalled deal, and pipeline velocity vs the published benchmark for your deal-size bracket.
- Day 4
Lead scoring and lifecycle stages
Build a starter lead-scoring model and check it against your lifecycle taxonomy. Outputs a build reference for HubSpot's lead-scoring tool plus the A1 to C3 tier mapping with band thresholds.
- Day 5
Team setup and onboarding
Audit how new team members are set up in the portal. Access, concepts, role-specific property knowledge, tools, process discipline, integrations, reporting, and the day-30 adoption check.
One email per day for five days. Day 1 sends within a few minutes of signup. Each email is short, points at the relevant free tool, and ends with one specific action. After Day 5, we stop. No newsletter, no sharing.
Answers to the questions we actually get.
What does the 5-Day HubSpot Audit cover?
Day 1 covers properties (custom property count, fill rate, Used-in coverage, what to archive). Day 2 covers workflows (ownership, conflicts, audit cadence, active count vs your tier cap). Day 3 covers pipeline and deal stages (stalled-pipeline value, daily revenue bleed, velocity benchmark). Day 4 covers lead scoring and lifecycle stages (a starter scoring model and tier mapping). Day 5 covers team setup and onboarding (access, role-specific properties, day-30 adoption).
How is the course delivered?
One email per day for five days. Day 1 sends within a few minutes of signup. Each email is short, points at the relevant free tool on dunamisstudios.net/custom-development/tools, and ends with one specific action to take. After Day 5, the course stops. We do not add you to a newsletter, do not share your email, and do not pitch you on Dunamis Studios products.
How much time per day do I need?
Plan for 30 to 60 minutes per day depending on portal size. Each day pairs an email with a free tool that takes 2 to 5 minutes to fill out. The remaining time is spent acting on the day's recommendation: archiving properties, tightening a workflow, mapping a pipeline stage, and so on. The course is designed to leave behind real changes, not just notes.
Is the course actually free?
Yes, free. No credit card, no upsell mid-course, no pitch at the end. We publish the course because the same audit is the first thing we run when we engage with a new HubSpot portal in our custom-development practice. Most teams can do it themselves with the right prompts, and that is what the course gives them.