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The HubSpot Self-Audit · 25 Questions to Find Out If Your CRM Is Working For You or Against You
Self-Audits Eric Potter Self-Audits Eric Potter

The HubSpot Self-Audit · 25 Questions to Find Out If Your CRM Is Working For You or Against You

If you have been on HubSpot for a year or more and it still feels like it should be doing more, you are not imagining it.

This 25-question audit scores your setup across five categories: pipeline hygiene, contact database health, automation coverage, reporting accuracy, and sales and marketing alignment.

It takes about ten minutes, and the results provide an actual grade for each area with specific gaps called out, so you know where to focus.

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Revenue Operations Maturity Model
Growth Models, Guides, Self-Audits Eric Potter Growth Models, Guides, Self-Audits Eric Potter

Revenue Operations Maturity Model

There is a big difference between a RevOps function that works and one that scales.

This model breaks down what that gap looks like across pipeline, lead management, your sales motion, marketing <> sales alignment, reporting, and CRM health.

Four stages, six pillars, and an honest mirror to hold up to your current setup. Most teams find themselves at Stage 2, which sounds fine until you see what Stage 3 and beyond actually unlock.

If you have ever felt like the pieces are in place but the results are not compounding, this is probably worth ten minutes of your time.

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How much is your CRM health costing you?
Growth Models, Calculators Eric Potter Growth Models, Calculators Eric Potter

How much is your CRM health costing you?

Nobody loses a deal in one dramatic moment. It bleeds quietly via a lead that sat too long, a deal nobody followed up on, a number in the forecast that turned out to be wishful thinking. Add it up over a year and it's real money that’s being lost in your funnel.

So we built a quick way to see it! Answer a few questions about your pipeline and this calculator estimates what that slow leak is actually costing you, plus where it puts you on the RevOps Growth Curve. Takes about a minute, and you already know all the answers.

Fair warning: most teams are a little surprised by the number. When you want to do something about it, that's what the free diagnostic session is for.

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