Audit

First Name*

Email*

Company URL*

Which HubSpot Tiers are you currently using? (Select all that apply)*

Sales Hub (Pro or Enterprise)

Marketing Hub (Pro or Enterprise)

HubSpot Starter or Free

Not sure / We need to Upgrade

How many active sales reps are using your CRM?*

1-2 reps

3-15 reps

16-50 reps

51+ reps

What are your primary bottlenecks right now? (Select all that apply)*

Messy data, duplicates, and unmapped fields

Sales reps aren't updating the pipeline / lack of CRM hygiene

Marketing leads aren't being handed off properly to sales

Missing clean executive dashboards / flying blind on revenue tracking

As an asynchronous fractional partner, I build and optimize systems after-hours (after 2:00pm PST) to avoid disrupting your team's day. Does an asynchronous partnership work for your business?*

Yes, we prefer execution over daytime meetings.

No, we require our partners to attend live morning standups.

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