You know something's wrong. You don't know what, or where to start.
Deal stages nobody agrees on. Thousands of open deals that closed a year ago. Lead scores that fire on the wrong signals. A portal audit used to mean a consultant clicking through screens for a week and writing up what they happened to notice.
Ours reads every object, property, workflow and report, then a human checks the machine's work before you see it.
Findings, priorities and a plan, not a week of opinions.
Every area of the portal, scored and checked.
Two variants: CRM and RevOps, or Website and CMS.
Claude connects to your live portal through the official connector. Nothing is changed.
Graded across 13 areas: access and scope, object volumes, properties, pipelines and stages, lifecycle and lead status, workflows, lists, data quality, reporting, integrations, users and seats, compliance, and AI readiness.
Every high-severity finding is re-examined, separating “we can’t see it” from “it’s broken”. On one recent audit eight findings came back high; five were downgraded and three survived.
An executive report plus an interactive dashboard, and a prioritised action plan split into fix now and fix next.
Two weeks, read-only, start to readout.
A human checks every finding before you see it.
Agree the variant and connect to your portal, read-only.
Every object, property, workflow and report, graded area by area.
A senior consultant re-examines every finding before it reaches you.
The two or three decisions that actually need making.
One read of the portal found 8,114 overdue open deals (95.5%) and 28,683 orphan deals. The score shows the working behind every finding.
Fixed price. You're never committed to more than the audit.
Honest about fit.
“Working with Imagine Growth has been great. They have helped us pivot and made recommendations to clean up our HubSpot platform so we can self-manage it better moving forward.”
Find out what's broken before you spend on fixing it.
Fixed price, read-only, two weeks. Book the audit or ask us which variant fits.
