New year. Are you getting the most from your HubSpot investment?
SpotCheck is a fast, structured review of your HubSpot portal that shows what’s working, what’s holding you back, and where to focus next to unlock more value in 2026.
In one short engagement, you’ll:
- Identify quick wins to improve CRM, marketing and reporting
- Make HubSpot easier to use across marketing, sales and service
- Reduce risk from poor data, governance and setup
- Get a clear, prioritised roadmap your team can actually execute
HubSpot is powerful — but most portals aren’t set up for how teams actually work
Many organisations invest in HubSpot with the best intentions.
Over time, teams grow, processes change, and the portal struggles to keep up.
What we see most often:
- Data quality issues and inconsistent lifecycle stages
- Leads falling between marketing and sales
- Reporting that doesn’t quite match reality
- Automation built over time with no governance
- Low adoption outside of one or two power users
SpotCheck gives you clarity on what’s really happening — and what to do about it.
What is SpotCheck?
SpotCheck is a fixed-scope HubSpot health check designed to give you fast, practical insight without committing to a large transformation programme.
We review the areas that most directly impact ROI:
- CRM structure and data quality
- Lifecycle stages, lead scoring and handover
- Marketing automation and email setup
- Reporting, attribution and dashboards
- Governance, permissions and best-practice alignment
- Sales pipelines and service tools (where applicable)
What you get:
- Confidence on what to fix first
- Clear, plain-English findings
- Risk and opportunity areas
- Prioritised recommendations
Our approach: insight before investment
Step 1 — SpotCheck
A structured review of your HubSpot portal to understand what’s
working, what’s not, and where value is being lost.
Step 2 — HubSpot Growth Roadmap
We turn the findings into a clear, prioritised plan that shows what to tackle
now, what can wait, and what will drive the biggest impact.
Step 3 — Ongoing HubSpot Retainer
We work with you to implement, optimise and evolve HubSpot so
it supports your business as it grows.
Low risk entry point. Clear direction. Then we execute together.
What changes when HubSpot is set up properly
- Cleaner data and more trusted reporting
- Faster lead follow-up and clearer handover
- Higher conversion from marketing to sales
- Less manual effort through better automation
- Stronger adoption across teams
- Greater confidence in your HubSpot investment
How SpotCheck works
Kick-off (30 minutes)
We align on your goals, challenges and what “good” looks like for your business.
Portal review
We review your HubSpot setup against best practice and your specific objectives.
Readout & recommendations (60 minutes)
We walk you through the findings, priorities and recommended next steps.
SpotCheck is ideal if you:
- Have been using HubSpot for 6+ months
- Feel your portal has outgrown its original setup
- Question the accuracy of reporting or attribution
- Want better adoption across marketing, sales or service
- Need a clear plan for HubSpot in 2026
If you’re brand new to HubSpot, we’ll advise a more suitable starting point.
Why Wagada
We specialise in helping teams get more value from HubSpot: not just setting it up, but making it work in the real world.
- Built around how teams actually use HubSpot
- Practical, outcomes-led approach
- Focus on adoption, not just configuration
- Strategy and delivery under one roof
Most SpotChecks are completed within 1–2 weeks, depending on access and scope.
Admin access is ideal, but we can also work via screenshare if needed.
SpotCheck works across Starter, Pro and Enterprise. We tailor the review to your setup.
You can implement internally, or we can support you through an ongoing HubSpot retainer.
