HubSpot health check

Inherited a HubSpot portal nobody understands?

Whether your partner has moved on or your portal has simply grown, we check what is there, what is broken and what is worth keeping. Then we give you a plan to put it right.

  • Properties, pipelines and lifecycle stages reviewed
  • Workflows checked for ones that misfire, overlap or do nothing
  • Duplicates, integrations and data quality looked at
  • A ranked fix list, and a call to walk you through it

HubSpot Platinum Partner since February 2026 · 5.0 from three Solutions Directory reviews

  • Oaklands College
  • SGI-UK
  • IWFM

Ask for a health check

We reply by email to arrange a free first call. Prefer to pick a time yourself? The calendar is just below.

Book a time

Pick a time to talk about your portal.

A free video call with Ifigenia Arampelou, our Chief Marketing Officer, on what your HubSpot does today and what you need it to do.

Open the calendar in a new tab

Common findings

What a health check turns up.

Portals grow in layers. The same problems appear again and again.

Before

Built up over years.

  • Workflows that email the wrong people, or nobody
  • Forms reused across campaigns, with the wrong follow-up
  • Hundreds of properties, half of them empty
  • Duplicates from imports and integrations
  • Reports nobody trusts

After

Understood and in order.

  • Every workflow documented, tested and owned
  • One form per purpose, each with the right journey
  • Properties that match how you work
  • One record per person, matched on a reliable key
  • Dashboards your team uses

Our HubSpot work

What we have built in HubSpot.

  • 100+live workflows built and maintained for Oaklands College
  • Around27,000SGI-UK contacts, about 15,000 of them members, moving onto HubSpot in stages
  • 1record per Oaklands applicant, updated every hour from the college's student records

Oaklands College annual review, 2025/26. SGI-UK: project records, 2026. Figures rounded.

Switching partner?

Start with the health check, so we both know what we are taking on.

We are a HubSpot Platinum Solutions Partner. After the health check, our Support plan covers fixes, small changes and advice across HubSpot and your website: 4 hours a month and a quarterly review, from £496 a month, plus VAT. Larger plans add strategy calls and a quarterly CRM health check.

For anything larger, see our HubSpot services.

See our plans

“We've been working with Discover Digital since October 2024, and they have been an invaluable partner in helping Oaklands College enhance our student recruitment/engagement and marketing effectiveness.”

Peter HudsonDirector of Admissions, Brand & Customer Innovation, Oaklands College. Review on HubSpot's Solutions Directory, November 2025.

  • “Despite the complexities of our data structure, Discover Digital handled the process with utmost precision and care, ensuring a smooth transition that maintained data integrity and improved our overall CRM functionality.”

    Tribe-Endt, L.Countryside Alliance, on its 2024 migration out of Microsoft Dynamics 365. Review on HubSpot's Solutions Directory, July 2024.

All three reviews on HubSpot's Solutions Directory

Questions about the health check.

What access do you need?

Partner or user access to your portal for the review. We change nothing without agreeing it with you first.

Our old partner built custom code. Can you take it on?

Usually, yes. The health check lists what is custom, how it is built and what it would take to support it.

How much does it cost?

It depends on the size of your portal and how many integrations it has. The first call is free. Project work is £992 a day, plus VAT, and we agree a fixed price before we start.

Get your HubSpot back under control.

Ask for a health check, or pick a time to talk it through.

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