--- title: Free HubSpot Health Check | Disruptive Thinking description: Answer 18 quick questions and get a free score for your HubSpot portal across data, pipeline, automation, reporting and adoption - plus what to fix first. --- [![](https://resources.hellodisruptive.com/hs-fs/hubfs/DT%20logo%202022-1.png?width=200&height=62&name=DT%20logo%202022-1.png)](http://www.hellodisruptive.com) ## How healthy is your HubSpot, really? Answer 18 quick questions and get a free score across your data, pipeline, automation, reporting and team adoption - plus a clear view of what to fix first. - Data Foundation - Pipeline & Process - Automation & Workflows - Reporting & Visibility - Adoption & Team Usage Start the free Health Check Takes about 5 minutes · Instant results · Built by a certified HubSpot Solutions Partner ## First, where should we send your results? Your score appears the moment you answer the last question - and we'll email you a copy to keep and share with your team. Free, takes about 5 minutes, and your results appear straight away. 1 Data Foundation ## First up: your data foundation. Is what's in HubSpot trustworthy? When did you last audit your contact database for duplicates and stale records? Within the last 3 months Within the last 12 months Over a year ago Never, or I'm not sure What proportion of your contacts have a clear, accurate lifecycle stage applied? 90%+ 60-90% Under 60% I don't know Do your sales and marketing teams share an agreed, documented definition of MQL and SQL? Yes, written down and used Informal agreement, not documented No shared definition We don't use MQL/SQL How confident are you that your contact properties are clean and consistently used? Very - we manage them actively Mostly - some legacy clutter Not very - lots of unused or duplicated properties No idea what's in there 2 Pipeline & Process ## Next: pipeline and process. Does your sales process match your portal? Do your deal stages reflect how your sales team actually sells today? Yes, reviewed within the last year Mostly, but some stages feel outdated Not really - they were set up once and never revisited We don't really use deal stages consistently Does each deal stage have clear, documented exit criteria? Yes, all of them Some do, some don't No, reps decide when to move deals I don't know How accurate is your HubSpot sales forecast compared to what actually closes? Within 10% - we trust it Roughly directional Frequently wrong We don't use HubSpot for forecasting Are deal probabilities at each stage based on your actual historical close rates? Yes, we've calibrated them We use HubSpot's defaults They've been changed but not based on data I don't know what they're set to 3 Automation & Workflows ## Now: your automation and workflows. Are your workflows helping or hurting? How many active workflows are running in your portal? Under 15, all reviewed and active 15-40, mostly known 40+, some I'm not sure are still needed I genuinely don't know When were your active workflows last reviewed for relevance and performance? Within the last 6 months 6-12 months ago Over a year ago Never since they were built Do your workflows have appropriate suppression and exit criteria to prevent contacts being hit twice or getting stuck? Yes, we've designed for this Some do, some don't No, we've had issues with this I don't know what that means Are your most important business processes (lead routing, nurture, internal handoffs) automated in HubSpot? Yes, mostly automated Some are, some are still manual Mostly manual, despite having HubSpot We don't trust the automations enough to rely on them 4 Reporting & Visibility ## Reporting and visibility. Can you actually see what's happening? Can you confidently answer "where did this customer come from?" for any closed deal? Yes, attribution is clean For most deals Rarely - attribution is patchy No - we guess Do you have a HubSpot dashboard your team genuinely looks at each week? Yes, multiple, used regularly Yes, one - used sometimes We have dashboards but no one looks at them We don't have working dashboards How much do you trust the numbers HubSpot shows you? Fully - they match other sources Mostly - small discrepancies Not really - we double-check elsewhere We've stopped using HubSpot reporting 5 Adoption & Team Usage ## Last section: adoption and team usage. Is your team using HubSpot or working around it? What proportion of your sales team logs into HubSpot daily? 90%+ 50-90% Under 50% Honestly, very few When did your team last have structured HubSpot training? Within the last 6 months 6-18 months ago Over 18 months ago We've never had formal training If your HubSpot admin left tomorrow, would anyone else know how the portal is configured? Yes, fully documented Partially - key things are written down No, it's all in one person's head We don't have a designated admin ## Thank you for taking the HubSpot Health Check ### Book a free 30 minute consultation call Click the button below to book a free consultation session where we can take a deep dive into your results, share insights and advice you can implement in your business, starting immediately. [Book now](https://resources.hellodisruptive.com/book-a-consultation?hsLang=en) We've also emailed a copy of your results to you. Take the Health Check Back Next ### What you'll get in 5 minutes - **An overall HubSpot Health Score** - so you know whether your portal is at risk, getting by, or genuinely healthy - **A score for each of 5 areas** - data, pipeline, automation, reporting and team adoption - **What to fix first** - plain-English guidance on where you're losing the most time and pipeline - **Your results by email** - to share with your team or come back to later #### Built for teams who... - Use HubSpot but don't fully trust the data or the reports - Inherited a portal someone else set up - Feel like the team works around HubSpot, not inside it - Want an honest sense-check before spending more on it **18 questions. Free. No sales pitch.** ![HubSpot reporting dashboard](https://resources.hellodisruptive.com/hs-fs/hubfs/CRM_Dashboard%20Reporting_Overview_en_01302026.png?width=1400&height=1050&name=CRM_Dashboard%20Reporting_Overview_en_01302026.png "HubSpot reporting dashboard") ![Disruptive Thinking workshop](https://resources.hellodisruptive.com/hs-fs/hubfs/Workshops/DSC07834.jpg?width=2000&height=1124&name=DSC07834.jpg "Disruptive Thinking workshop") ### Who's behind the Health Check We're Disruptive Thinking - a certified HubSpot Solutions Partner and B Corp based in Devon, working with B2B teams across the UK. The questions come from the issues we fix week in, week out: duplicate data nobody trusts, pipelines that no longer match how the team sells, workflows nobody remembers building, and reports that get rebuilt in spreadsheets. ✔ Human-led, practical advice ✔ Honest results - even if your portal is in great shape ✔ No obligation to talk to us afterwards Start the free Health Check ![Client testimonial for Disruptive Thinking](https://resources.hellodisruptive.com/hs-fs/hubfs/Screenshot%202026-03-04%20at%2008.21.30.png?width=2000&height=654&name=Screenshot%202026-03-04%20at%2008.21.30.png "Client testimonial for Disruptive Thinking") ### Teams we've worked with ![Screenshot 2026-03-04 at 08.19.56](https://resources.hellodisruptive.com/hs-fs/hubfs/Screenshot%202026-03-04%20at%2008.19.56.png?width=2000&height=862&name=Screenshot%202026-03-04%20at%2008.19.56.png "Screenshot 2026-03-04 at 08.19.56") ![Screenshot 2026-02-16 at 16.16.34](https://resources.hellodisruptive.com/hs-fs/hubfs/Screenshot%202026-02-16%20at%2016.16.34.png?width=2000&height=308&name=Screenshot%202026-02-16%20at%2016.16.34.png "Screenshot 2026-02-16 at 16.16.34")