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Clarify your configuration, data and priorities

...before activating Breeze and accelerating.

HubSpot is often at the heart of marketing, sales and customer service operations. But over time, a portal evolves: properties that accumulate, pipelines that become more complex, partial automations, uneven data.

At Guépard, we carry out full HubSpot portal audits to validate that your environment is sound, consistent and scalable, before investing further in optimization, reporting or artificial intelligence.

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Why have a HubSpot audit?

The aim is simple: avoid building on a fragile foundation and create clarity before accelerating.
A HubSpot audit is often the best first step when :

  • HubSpot is in place, but usage is becoming uneven

  • Data not always reliable

  • Duplications and inconsistencies appear

  • Marketing, sales and service teams don't have the same understanding of the customer

  • You want to activate more automation or reporting features

  • You want to integrate Breeze and HubSpot artificial intelligence

    ... but in a structured, frictionless way.

A complete deliverable, even if that's as far as you go

Our HubSpot audit is a stand-alone mandate.

At the end of the intervention, you leave with a clear picture of your portal, prioritized recommendations, and a concrete roadmap.

Some organizations then choose to implement the plan with their internal teams. Others continue with Guépard for execution.

In all cases, the audit is a deliverable in itself, designed to maximize the value of HubSpot.

What we analyze in your HubSpot portal

CRM structure

Contacts, companies, transactions, activities (and tickets if applicable)

Pipelines and phases

Consistency, adoption, simplicity

Properties

Duplicates, unused fields, overall structure

Automations

Workflows, sequences, existing rules

Lists and segmentation

Actual use and opportunities

Dashboards and reporting

Relevance to performance management

Connected integrations

Risk, value, operating debt

We also evaluate data quality and daily usage practices.
HubSpot artificial intelligence : a key part of the audit

The arrival of Breeze and artificial intelligence functionalities in HubSpot is rapidly transforming CRM practices.

But activating AI too early, or without a framework, can also create :

  • confusion among teams
  • unnecessary automation
  • recommendations based on imperfect data
  • operational debt that is difficult to correct
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In our audit, we also assess your level of preparedness for artificial intelligence:

  • data quality and structure (an essential prerequisite)
  • available and under-exploited engagement signals
  • relevant use cases for your teams (sales, service, marketing)
  • gradual integration of Breeze into daily life
  • opportunities for intelligent agents without operational overload

The goal: to use artificial intelligence as a concrete lever, not as a gimmick.

Our approach

boutique, field, structured

Guépard is a boutique firm specializing in HubSpot, a certified partner since 2016.

Our team has hands-on experience: we've all been CRM users, sales reps or marketers. This enables us to understand your realities and make HubSpot useful quickly.

We believe that a successful HubSpot portal is based on :

  • simplicity
  • consistency
  • day-to-day adoption

and sustainable technological choices, especially with the arrival of artificial intelligence.

HubSpot Audit - 3-step procedure
1. Complete portal analysis

Structured review of current configuration :

  • properties
  • pipelines
  • automations
  • lists
  • reports
  • integrations
2. Data and process evaluation

We analyze :

  • data consistency
  • key paths between marketing, sales and service
  • friction points in customer follow-up
  • automated processes with an impact on quality
3. Report and prioritized recommendations

We consolidate the findings into a comprehensive report that includes :

  • quick wins that can be activated quickly
  • structuring projects to plan
  • realistic roadmap over 3 to 12 months
  • best practices adapted to your context

Typical results after a HubSpot audit

A Guépard audit gives you a clear, sound and actionable basis on which to build.

The objective is simple: maximize HubSpot in the right order, without creating friction or operational debt.

Here's what our customers usually get within the first few weeks:

  • A simplified HubSpot portal

    More consistent and easier to use

  • More reliable data

    To manage sales, marketing and service

  • Concrete quick wins

    Can be activated immediately (automation, alerts, tracking)

  • Better structured pipelines

    Aligned with team reality

  • Useful dashboards at last

    For executives and managers

  • Smoother continuity

    Between marketing, sales and customer service

  • Structured preparation for Breeze

    And to artificial intelligence in HubSpot

  • A prioritized roadmap

    Over 3, 6 or 12 months, adapted to your internal capacity

Investment

Complete HubSpot portal audit

5 250 $

This mandate includes :

  • complete analysis of your HubSpot configuration
  • cross-team evaluation of data and processes
  • detailed PDF report
  • a prioritized action plan (quick wins + structuring projects)
  • a meeting with your team
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Why Guépard?

Guépard is a boutique firm specializing in HubSpot.

We carry out audits that serve as a solid, objective foundation for what's to come, especially when HubSpot has already been in place for several months or years.

Our objective is simple: to give you a clearer, healthier portal, and a concrete plan to avoid operational debt before accelerating.

Frequently asked questions about the HubSpot audit
Is a HubSpot audit useful even if our portal is already up and running?

Yes, the audit validates consistency, avoids operational debt and prepares the next steps.

Do you carry out the recommendations?

The audit provides a prioritized plan. Execution can be the subject of a complementary mandate according to your needs.

Does the audit include Breeze and HubSpot intelligent agents?

Yes, we analyze how to integrate Breeze and agentic functionalities progressively, according to the real maturity of your portal.

Can we activate artificial intelligence if our data isn't perfect?

AI is powerful, but it depends directly on the quality of the CRM. The audit enables us to validate what needs to be stabilized before accelerating.

Is the audit useful if we simply want to validate our portal?

Yes, many organizations carry out an audit simply to obtain a structured diagnosis, without any subsequent mandate to carry it out.

How long does an audit last?

Most audits are carried out over a few weeks, depending on the complexity of the portal and the availability of our teams.