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Is your HubSpot portal working as hard as your team?

Most education providers are only using a fraction of what HubSpot can do. Our portal audit shows you exactly what's holding you back, and what to fix first.

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The problem

Over the years, HubSpot portals build up. New team members set things up their own way. Workarounds become permanent fixtures. Properties multiply, workflows overlap, and nobody's quite sure which reports to trust anymore.

Sound familiar? You're not alone. It's what happens when a powerful platform grows faster than the time anyone has to manage it.

The problem is, a messy portal costs you more than tidiness. It costs you accurate reporting, confident decisions, and the hours your team spends double-checking data instead of doing their jobs.

What the audit covers

Our HubSpot portal audit gives you a clear, honest picture of where your portal stands today and a practical plan to get it working the way it should.

Data and contact management
We check how your data is structured, deduplicated, and maintained, so you can trust what you're looking at.

Marketing Hub setup
We review your segments, workflows, forms, and campaigns to see what's driving results and what's quietly draining your budget.

Sales and admissions pipeline
We look at your deal stages, lead routing, and automation to find where enquiries and applicants are falling through the gaps.

Reporting and dashboards
We assess whether your reports actually answer the questions your leadership team is asking.

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Integrations and tech stack
We check how HubSpot connects to your SIS, website, and other systems, and flag anything that's not talking properly.

Governance and permissions
We review who has access to what, so your portal stays secure and your data stays clean as your team grows.

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Why HubGem

We're a Diamond HubSpot Solutions Partner, working exclusively with the education sector. We help schools, colleges, universities, and training providers grow by simplifying complex systems and processes, and empowering teams with HubSpot and AI-powered tools for marketing, admissions and reporting.

We've worked with 135+ education providers worldwide. We know the systems you're integrating with, the reporting your leadership team expects, and the pressures of your admissions cycle.

How it works

1. Discovery call
We start with a conversation about your goals, your team, and where things currently feel stuck.

2. Deep-dive audit
Our HubSpot education specialists go through your portal in detail, benchmarking it against best practice for education providers.

3. Findings and roadmap
You get a clear report with prioritised recommendations, so you know exactly what to tackle first.

4. Walkthrough session
We talk you through the findings together and answer every question, no reading a PDF alone required.

What you'll get

  • A clear picture of how your portal is really performing, not just how it looks on the surface
  • A prioritised roadmap of fixes, ranked by impact and effort
  • Quick wins your team can action straight away
  • Confidence that your data and reporting can be trusted
  • A partner who understands education, not a generic tech consultant

Find out what your HubSpot portal could be doing for you

Book a  call with a our sales team who know education inside out. We'll talk through your goals and see if an audit is the right next step.

New to HubSpot?

If you don't have HubSpot yet, an audit isn't what you need, onboarding is. We'll set your portal up properly from day one: the right structure, the right integrations, and the right training for your team, all built around how education providers actually work. That means no messy workarounds to untangle further down the line.

Skip the audit and start on the right foot. Our onboarding programme gets your portal built, connected, and your team confident, from the very first login.

 

Frequently asked questions

How long does an audit take?

Most audits are completed within two to three weeks, depending on the size and complexity of your portal.

Do you need admin access to our portal?

 Yes, we'll ask for temporary access so we can review your setup properly. We'll only use it for the audit and talk you through exactly what we're looking at. 

Will you just tell us what's wrong, or how to fix it?

Both. Every finding in your report comes with a clear, practical recommendation, not just a list of problems.

We're mid-admissions cycle. Is now a bad time?

 Not at all. An audit doesn't touch your live portal, so there's no disruption to your team while it's underway. Many of our clients prefer to audit before their busiest period, so fixes are in place when it matters most. 

What happens after the audit?

That's entirely up to you. Some teams take the roadmap and run with it themselves. Others ask us to help implement the recommendations. Either way, the report and walkthrough are yours to keep.