If you have ever spent a full week auditing a HubSpot portal only to wonder what you missed, you already understand the problem we set out to solve. Manual audits are slow, inconsistent, and incomplete. No matter how thorough you try to be, the sheer complexity of a mature portal means something always slips through.
Today, we are launching Jetstack Audits — a purpose-built engine that evaluates 800+ data points across your entire HubSpot portal, applies AI-powered analysis to surface what matters most, and delivers results in branded, client-ready reports. Whether you are an agency managing dozens of portals or a RevOps team responsible for a single high-stakes instance, this changes how you approach portal health.
Why Portal Audits Have Been Broken
Let us be direct about the current state of HubSpot auditing.
It takes days or weeks. A thorough manual audit of a mid-sized portal requires clicking through every menu, cross-referencing settings, documenting findings, and compiling recommendations. That is three to five business days for an experienced consultant. For enterprise portals, double that estimate.
Every auditor checks different things. Without a standardized framework, audits reflect individual experience and habits. One consultant focuses on workflows but barely touches integrations. Another spends hours on email deliverability but skips user permissions. Two audits of the same portal can produce completely different findings.
Coverage is incomplete. No auditor can manually review every property, workflow branch, list membership criteria, and integration scope. Manual audits rely on sampling — checking a subset and extrapolating. Sampling misses things.
Results are hard to compare. When findings live in spreadsheets with no common structure, there is no way to compare portals or track health over time. Agencies cannot benchmark clients. RevOps teams cannot measure whether remediation work moved the needle.
Agencies cannot scale. If every audit requires 20 to 40 hours of senior consultant time, agencies must either charge premium prices or cut corners. Audits should be a standard engagement offering, not a luxury add-on.
We wrote the ultimate HubSpot portal audit checklist to help teams structure manual reviews. But even the best checklist cannot solve the fundamental problem: manual execution cannot keep up with modern HubSpot portals.
Introducing Jetstack Audits
Jetstack Audits is an automated HubSpot portal auditing engine built for consistency, depth, and speed.
You connect your HubSpot portal through a secure OAuth flow. Jetstack scans everything — contacts, properties, workflows, integrations, settings — evaluating 800+ data points across 10 critical categories. The scan completes in minutes.
Our AI analysis layer then identifies patterns, scores issues by severity, and generates a prioritized action plan. Instead of a flat list of observations, you get structured recommendations organized by urgency and estimated effort.
The output is a branded, white-label PDF report you can hand directly to a client or present to leadership. Your logo, your colors, your cover page. Executive summaries for stakeholders, detailed findings for the technical team.
Built for two audiences: agencies that deliver audits as a service, and in-house RevOps teams that maintain portal health. Both need the same thing — a reliable, repeatable, comprehensive way to evaluate what is happening inside a HubSpot portal.
800+ Data Points Across 10 Critical Areas
The depth of a Jetstack audit is what separates it from any manual approach. Every data point maps to a specific, actionable observation.
Contacts and Data Quality
Jetstack evaluates duplicate rates, bounce percentages, completeness scores, lifecycle stage distribution, and engagement decay patterns. We flag contacts inflating your costs and data quality issues undermining segmentation. For cleanup strategies, see our guide on HubSpot CRM data cleanup.
Properties and Field Architecture
Jetstack audits every custom property across contacts, companies, deals, and tickets — flagging unused properties, duplicate fields, inconsistent naming, low fill rates, and fields with no clear purpose. We evaluate group organization and identify consolidation opportunities.
Workflows and Automation Health
Every active and inactive workflow is evaluated for enrollment triggers, suppression accuracy, error rates, execution performance, and dependency health. We detect workflows referencing deleted assets, conflicting logic, and chains where one failure silently breaks downstream processes. Our HubSpot workflow audit guide covers common issues in detail.
Forms and Conversion Assets
Jetstack evaluates submission rates, field counts, progressive profiling, thank-you pages, notification routing, and conversion path completeness. We flag forms with no submissions in 90 days, high abandonment indicators, and missing tracking parameters.
Email Deliverability and Engagement
We evaluate sender reputation signals, bounce rates, unsubscribe trends, engagement benchmarks, suppression list configuration, and DKIM/SPF/DMARC authentication. Your metrics are compared against industry benchmarks, and concerning trends are flagged before they escalate.
Lists and Segmentation
Every list is audited for membership accuracy, filter logic complexity, overlap, and staleness. We identify orphaned lists no longer referenced by any workflow, email, or report — dead weight adding confusion without value.
Reports and Dashboards
Every report and dashboard is evaluated for data source accuracy, filter logic, broken property references, and KPI alignment. We flag unviewed reports, stale dashboards, and contradictory tracking across different reports.
Integrations and Connected Apps
Every integration is audited for scope permissions, sync frequency, error rates, data flow direction, and active usage. We flag elevated permissions, sync errors, and apps no longer used but still connected.
User Permissions and Security
Every user account is evaluated for permission levels, last login dates, super admin distribution, and access patterns. We flag former employees with active accounts and users with unnecessary super admin access.
Portal Settings and Configuration
Foundational settings — time zones, currency, domains, tracking codes, GDPR configuration, and account defaults — are evaluated against best practices. These are the settings nobody checks until something goes wrong.
AI-Powered Insights and Recommendations
Evaluating 800+ data points produces an enormous amount of information. Jetstack’s AI layer transforms raw findings into actionable intelligence.
Pattern recognition. The AI looks for correlations across categories. A high bounce rate combined with stale lists and missing suppression workflows are connected problems with a common root cause — the AI identifies them as such.
Severity scoring. A misconfigured DKIM record threatening your email program is fundamentally different from an unused property cluttering your field list. The AI assigns severity scores based on business impact, affected systems, and remediation urgency.
Prioritized action plans. Critical issues are separated from moderate improvements and low-priority optimizations. Each recommendation includes context about why it matters and a suggested resolution approach.
Trend detection. Across multiple audits, the AI tracks how portal health evolves — whether issues are compounding or improving, and what new problems have emerged. This longitudinal view is invaluable for demonstrating ROI.
Best-practice benchmarking. Recommendations are grounded in HubSpot best practices and patterns observed across thousands of data points. The AI tells you what good looks like and how far you are from getting there.
Branded, White-Label Reports
For agencies, the audit report is a client deliverable. Its quality reflects directly on your brand.
Your branding, front and center. Upload your logo, set brand colors, customize the cover page. Every report carries your identity, not ours.
Executive summaries for leadership. A high-level health score and strategic overview that non-technical stakeholders can absorb in two minutes.
Detailed findings for practitioners. Granular detail for every category: exact asset names, configuration issues, recommended changes, and priority levels.
Client-ready PDF export. Professionally formatted PDFs ready for direct delivery. No additional production time, no copy-pasting into slide decks.
Consistent structure. Every audit produces a report with the same depth and format, so clients can compare results across time and portals.
Custom Audit Templates
Not every audit needs to evaluate every data point. Jetstack’s custom templates let you define exactly what gets evaluated and how findings are weighted.
Templates by industry, client type, or scope. Build one for SaaS clients emphasizing lead scoring and lifecycle automation. Build another for e-commerce focusing on email and conversion. Build lightweight templates for quarterly check-ins and comprehensive ones for annual deep-dives.
80% faster setup for repeat audits. Select a template, choose a portal, and run. No re-specifying categories or thresholds every time.
Standardize your methodology. When your entire team uses the same templates, every auditor delivers the same quality regardless of experience level. The template encodes your methodology.
Share across your organization. Templates are shared assets. One team member’s effective approach benefits everyone. Build a library that represents your collective expertise.
For guidance on audit cadence, see our post on how often you should audit a HubSpot portal.
How Jetstack Audits Compare to Manual Auditing
The difference is not incremental. It is a fundamentally different approach.
Time: Manual audits take 3 to 5 business days. Jetstack completes the same assessment in minutes.
Coverage: Manual audits sample 50 to 100 checkpoints. Jetstack evaluates 800+ data points systematically.
Consistency: Manual results vary by auditor and by day. Jetstack applies the same criteria every time.
Reporting: Manual results live in spreadsheets assembled after the fact. Jetstack produces branded PDFs automatically.
AI insights: Manual audits rely on individual pattern recognition. Jetstack’s AI surfaces correlations and root causes humans would miss.
Scalability: A consultant delivers one to two manual audits per month. With Jetstack, you audit unlimited portals — the bottleneck shifts from execution to advising.
A pre-migration audit is a perfect example. When a migration is on the line, you need comprehensive coverage fast. Jetstack delivers both.
Getting Started With Jetstack Audits
Your first audit takes just a few minutes.
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Connect your HubSpot portal. Authenticate through HubSpot’s OAuth flow. We request only read-access scopes — we never modify your data during an audit.
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Choose your audit template. Use the comprehensive default covering all 800+ data points, or select a custom template.
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Run the audit. Jetstack scans your portal systematically. Most assessments complete in minutes.
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Review your results. Findings are organized by category and severity with AI-generated recommendations and a prioritized action plan.
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Download your branded report. Export a client-ready PDF with your branding for immediate delivery.
Connect your portal and run your first audit today, or schedule a conversation with our team for a guided walkthrough. Explore the full capabilities at Jetstack Audits.
Frequently Asked Questions
How long does an audit take?
Most audits complete within minutes. The exact duration depends on portal size and complexity, but even large enterprise portals typically finish in under ten minutes — compared to the days or weeks a manual audit requires.
What HubSpot hubs does Jetstack Audits cover?
Jetstack Audits covers your entire portal across all hubs: CRM, Marketing Hub, Sales Hub, Service Hub, Content Hub, and Data Hub. The 800+ data points span every major functional area. If a hub is not active on your account, Jetstack skips those data points and evaluates everything else.
Can I customize what gets audited?
Yes. Custom audit templates let you define which categories, data points, and severity thresholds are included. Create templates for different client types, industries, or audit scopes, and reuse them across portals.
Are audit reports white-labeled?
Completely. Upload your logo, configure brand colors, and customize the cover page. Every report reflects your agency’s branding with no mention of Jetstack unless you choose to include it.
How often should I audit a portal?
Quarterly audits work well for most teams. High-traffic portals or those undergoing significant changes benefit from monthly or event-triggered assessments. We cover this in depth in our guide on how often you should audit your HubSpot portal.
Does Jetstack Audits modify anything in my portal?
No. Jetstack Audits operates in read-only mode. We scan and evaluate your data but never create, update, or delete any assets, properties, contacts, or settings. Your portal remains exactly as it was before the audit started.