The Portal Audit
Everything about the $497 audit — what it covers, how it is scored, and what you get at the end.
The audit evaluates your HubSpot portal across five domains: CRM data integrity, pipeline and deal structure, marketing automation and workflows, reporting and attribution, and integration health. Each domain contains five scored criteria, producing a 100-point total score called the Atlas Score. You receive a domain-by-domain breakdown, a prioritized list of findings sorted by impact, and a recommended path forward based on your score band.
Five business days from the time we receive read-only portal access and payment is confirmed. We do not hold access requests over weekends. If you send access on a Friday, the five-day clock starts the following Monday.
The Atlas Report: a structured PDF covering your 100-point score, domain-level findings, a prioritized action list, and recommended next steps. You also receive a 30-minute delivery call where we walk through the findings live. The call is recorded and sent to you afterward.
No. The audit is a standalone product. The Atlas Report is written to be immediately actionable by your internal team if you choose to take it that way. About 60% of audit clients go on to book fix package work, but it is never required or pressured. If you do book a fix package within 60 days, the $250 early-follow credit is applied automatically.
If you describe your portal in the contact form and it is genuinely simple — a single-hub portal with minimal data and no complex workflows — we will tell you on the scoping call before you pay anything. We do not sell the audit to portals that would not benefit from it.
Fix Packages
Signal, Current, and Blueprint — scoped implementation work built on audit findings.
Signal ($1,986) addresses the highest-priority issues from your audit — the three to five things most likely to affect revenue and data integrity. It takes two to three weeks and is focused, not comprehensive. Current ($3,300) is a mid-range rebuild addressing most audit findings across multiple domains in four to six weeks. Blueprint ($5,300) is a complete portal transformation from architecture to configuration in six to eight weeks, for portals where the underlying structure is wrong and needs to be rebuilt.
Not always. If you have a clear, well-documented list of what needs to be fixed, we can produce a scope document from an intake assessment instead. However, for Blueprint-level engagements, we almost always require audit findings because a full portal rebuild without a diagnostic baseline tends to produce incomplete results.
Before any work begins, you receive a written scope document listing every deliverable, every domain being addressed, the timeline, and the communication cadence. You approve it before we invoice. If scope needs to change mid-project, we produce a written amendment and get your approval before continuing.
For 30 days after delivery, we address any configuration drift, unexpected behavior, or issues that surface as a direct result of the work we did — at no additional charge. This does not cover new scope, feature requests, or problems unrelated to the work completed.
Retainers
Anchor, Pillar, and Pinnacle — ongoing portal management for teams that need consistent coverage.
Every retainer tier includes a monthly portal health check, a written summary of portal status and changes made, and a defined task allocation. Anchor ($999/mo) covers maintenance and monitoring. Pillar ($1,986/mo) adds workflow management and reporting support. Pinnacle ($2,999/mo) includes strategic portal development and priority response for urgent issues.
Yes, but we typically recommend the audit first. For new retainer clients, we often include a lighter intake assessment in the first month to orient ourselves before the regular cadence begins.
No. Retainers are month-to-month. You can cancel with 30 days written notice at any time. There are no cancellation fees.
No recurring calls required. You receive a written monthly summary of everything done inside your portal. Quarterly review calls are included in Pillar and Pinnacle tiers for strategic direction-setting.
Process and Portal Access
How we work, what access we need, and what the day-to-day of an engagement looks like.
For the audit, read-only access is sufficient. For fix packages and retainers, we need Super Admin access to make configuration changes. We document every change made and can walk through the access protocol with your IT or operations team.
Weekly written status updates via email during fix package work. If something requires your decision or approval, we flag it clearly with a specific ask. We do not schedule recurring check-in calls. Communication is structured, documented, and asynchronous by default.
For audit work, we observe only — no changes are made to your live portal. For fix packages, we work directly in your production portal for most changes. When a specific configuration change carries significant risk, we discuss that with you explicitly before proceeding.
We fix it. That is what the 30-day stability window is for. We document what happened and what we did to resolve it, at no additional charge.
Is Selumn Right for Us
Who we work with, who we turn down, and how to know if we are the right fit.
Mid-market B2B companies — typically 50 to 500 employees with a dedicated sales team, an active HubSpot portal, and enough deal volume to feel the cost of a broken CRM.
We do not do first-time HubSpot implementations or onboarding for companies just getting started. Our work starts from a portal that already exists and has problems. If you are net new to HubSpot, HubSpot's partner network is a better first call.
Yes. We are often brought in alongside or after an existing agency relationship. The audit especially is useful when there is a disagreement about portal state between internal stakeholders and an external agency.
We are HubSpot portal specialists, not industry-vertical specialists. The structural problems we fix are present across B2B industries. We have worked in SaaS, professional services, manufacturing, and financial services.
Results and Guarantees
What we can and cannot promise, and what to expect in terms of measurable outcomes.
We guarantee that every deliverable listed in the scope document is completed. We do not guarantee specific business outcomes because portal work is one variable in a larger system that includes your sales team, your market, and how your organization uses HubSpot after we hand it back.
Data integrity improvements are often visible within the first billing cycle — cleaner lifecycle stage counts, more accurate pipeline reporting, fewer workflow errors. Downstream business outcomes take longer because they depend on adoption and deal cycle length.
The audit delivery call is the right time to raise questions about any finding. We will walk through the reasoning for every scored criterion. We do not change scores to be agreeable, but we do correct errors when evidence supports it.
Probably. The worst portals we have seen scored in the 20s on a 100-point scale — portals with every lifecycle stage populated as Lead and reporting generating fictional pipeline numbers. Tell us what you are dealing with and we will be direct about whether we can address it.