Structure the portal.Ship the audit.
RevFleet helps in-house HubSpot users, freelancers, and agencies turn a portal scan into data quality, portal health, AI readiness, and evidence-backed next decisions.
Each finding remains tied to its deterministic rule, module, and source scan.
Confirm the operating model, clarify scope, and decide which workstream needs human judgment.
Export the current score and module evidence as a PDF or opt-in aggregate scorecard.
Workflow sprawl is hiding ownership gaps
14 active workflows have no description, no recent owner update, or overlapping enrollment criteria. This is the kind of issue that creates brittle handoffs after the audit.
Lead with this in the ops section. It is not just cleanliness; it points to missing governance before new automation work starts.
Designed around how HubSpot operators actually review a portal.
Connect the portal
Use the Chrome extension with a read-only HubSpot Private App token. The token stays in the browser.
Capture the evidence
RevFleet pulls the repeatable audit signals across 8 HubSpot areas and turns them into scored findings.
Calibrate the operating model
Confirm whether the portal is single-market, multi-team, shared multi-brand, or global before advice is treated as scoped.
Create a Focus Plan
Turn the material workstreams into a planning-only Focus Plan with an owner, due date, and decision note. RevFleet never executes the HubSpot change for you.
A HubSpot audit that naturally becomes an AI readiness score.
Plans unlock deeper layers. The first scan shows portal health; paid plans turn the same evidence into scoped review briefs and a planning-only Focus Plan. RevFleet never modifies HubSpot.
Data Quality
Find incomplete records, stale data, orphan contacts, property sprawl, and the fields that make reporting unreliable.
Portal Health
Score workflows, lists, forms, pipelines, users, settings, and integrations so the portal is understandable again.
AI Readiness
Check whether HubSpot has enough clean data, context, consent, and governance before teams trust AI on top of it.
Operations / Access
See ownership gaps, user/team risk, unassigned records, workflow risk, exports, and before/after scans for the next review cycle.
One operating view across the portal.
The goal is not a giant PDF. It is a clean review surface that helps you decide what matters.
| Module | What gets checked | Consultant output | Weight |
|---|---|---|---|
| CRM Core | Contact completeness, orphan records, property bloat, stale deals | Cleanup backlog and data-model risks | 25% |
| Marketing | Email health, forms, workflow risk, inactive lists, contact costs | Campaign readiness and workflow risk | 15% |
| Sales | Pipeline structure, stale opportunities, rep activity, forecasting | Revenue process gaps and pipeline hygiene | 20% |
| Service | Ticket volume, resolution patterns, SLA risk, feedback coverage | Support operating model review | 10% |
| Operations | Integration health, sync risk, workflow docs, automation sprawl | Ownership and systems governance | 10% |
| Settings | Super admins, inactive users, teams, privacy, brand setup | Admin hygiene and control surface | 10% |
| CMS | Pages, blogs, templates, redirects, content operations | Content ops baseline | 5% |
| AI Readiness | Data completeness, context coverage, consent, teams, governance | AI rollout blockers and human review priorities | 5% |
The repeatable 80% of the audit, compressed.
RevFleet is not here to replace your judgment. It is here to remove the clickwork before you use it.
| Audit work | Manual audit | RevFleet review loop |
|---|---|---|
| Evidence gathering | Tabs, exports, screenshots, notes | 53 checks captured in one run |
| Baseline quality | Depends on memory and old checklists | Same audit spine on every portal |
| Consultant judgment | Buried in data collection | Focused on context, politics, and sequencing |
| Client delivery | Rewrite observations from scratch | PDF report and opt-in aggregate scorecard in one place |
| Privacy model | Copied spreadsheets and ad hoc files | Token stays browser-side; aggregate audit results stored |
Start internal. Package it for clients.
One audit workspace, four ways to ship it. Bring your own Anthropic / Claude credential so AI usage stays under your control.
RevFleet provides the audit workflow, scoring, human review guidance, and AI guardrails. Model usage runs through your own Anthropic / Claude credential, so your team controls spend directly. RevFleet never executes or queues HubSpot changes: your team remains the decision-maker and operator. Paid access is currently provisioned through private beta setup.
Free
For the first audit — proof of value on your own portal.
- check1 portal
- check1 scan every 90 days
- checkData Quality + Portal Health snapshot
- check10-check preview
- checkDetailed review guidance locked
- checkSummary export
Internal
For RevOps teams watching their own HubSpot.
- check1 portal
- checkUnlimited scans
- checkAll 53 deterministic checks
- checkEvidence and HubSpot review deep-links
- checkFull PDF report
- checkScan history and comparisons
- checkCopilot with your own AI key
- checkStandard email support
Consultant
For consultants billing audits. Replaces 80% of the repeatable work.
- checkEverything in Internal
- checkAI Readiness score and rollout blockers
- checkOperating-model calibration
- checkFocus Plan with owner, due date, and decision note
- checkReport-ready recommendations
- checkBefore/after scan comparison
- checkScan history and comparisons
- checkFull client-ready PDF
- checkClient-safe shareable scorecards
- checkBYOK copilot guidance
- checkPriority email support
Studio
For cabinets / agencies running audits across many client portals.
- checkMulti-portal workspace
- checkPortfolio view across connected portals
- checkCross-portal review queue
- checkClient-safe shareable scorecards
- checkExtended scan history
- checkBYOK copilot per connected portal
- checkPrivate beta onboarding
Run the audit before the client call.
One place for scan results, operating context, a Focus Plan, and the evidence you need to share.