CRM structure and data integrity
Review custom properties, field types, naming, ownership and record relationships. Identify duplicates, missing information and inconsistent values, then agree maintenance standards.
HubSpot optimisation · Technical audits and adoption
Get more value from your existing HubSpot setup
You already use HubSpot. Lockview helps you review the quality of your information, how your team uses the system and the capabilities you could be overlooking. Connect better data and consistent processes with the right reporting, automation and AI tools.
HubSpot Platinum Partner · Based in Belfast
Discuss your HubSpot auditThe problem
The information going in shapes the information coming out
In our work with businesses using HubSpot, we see setups where teams follow different routines, opportunity information is incomplete and reporting relies on records that are not kept current.
Missing owners, inconsistent pipeline stages, outdated values and unrecorded activity all affect the picture your managers see. We review the configuration and the habits behind it, so improvements fix the source of the problem as well as the dashboard.
Signs your setup needs attention
- Sales meetings rely on separate spreadsheets.
- Close dates and opportunity values are outdated.
- Teams use different definitions of qualification.
- Automation has no clear owner.
- New functionality has not been assessed.
- AI tools are being considered before data standards are agreed.
What we look at
What our technical review examines
Pipeline and lifecycle definitions
Check how stages reflect your sales process and how qualification is recorded. Review the maintenance of opportunity values, close dates and lifecycle information.
Workflow logic and reliability
Inspect triggers, branches, delays and record updates. Test representative scenarios and look for overlapping rules, missed handovers and actions that no longer fit the process.
Sales tools and adoption
Assess activity logging, follow-up routines, templates and sequences where available. Match training to the responsibilities of each user and administrator.
Reporting and forecasting
Check report filters, date definitions and source records. Review conversion, time in stage, activity, won and lost opportunities and the assumptions behind your forecast.
Integrations and data flow
Review field mapping, update direction and which system owns each value. Establish how sync errors and conflicting updates are detected and resolved.
How it works
From audit findings to practical improvements
Establish the baseline
Review the setup, user behaviour and commercial goals. Trace key reports back to their source records.
Prioritise and test
Separate data and process fixes from new capability pilots. Agree scope and success measures first.
Train and hand over
Explain the changes, ownership and routine checks to users and administrators.
HubSpot Platinum Partner
Review your package as well as your setup
We also check whether your subscription matches the work your team needs to do: the tools you use, the capabilities you need and the overall value of the package.
Check the package fit
Review your hubs, subscription tiers, seat requirements and relevant usage allowances against your processes and priorities.
Improve the value you receive
Separate a lack of functionality from a lack of adoption or configuration. Better use of your existing tools may be the right next step, rather than upgrading by default.
Explore potential savings
Where savings or more suitable commercial options are available, we can help you assess them and support the discussion with HubSpot.
Recommendations are based on your business requirements and current terms. Savings, discounts or changes to a contract are not guaranteed and remain subject to the applicable commercial agreement.
Next step once the foundations are right
Ready to put AI to work?
HubSpot’s AI agents can save your team real time, but only on reliable data. See how we assess each use case before you roll it out.
See how we assess AI →Client work
Reporting and adoption in practice
NI Chamber
User guidance, dashboards and automation around the sales and membership process.
Read the NI Chamber story →
carbonfit
Data management, reporting and CRM training alongside trial sales strategies.
Read the carbonfit story →★★★★★ Five-star reviews on HubSpot’s Solutions Directory
“Adrian demonstrated a thorough understanding of our business requirements and customised HubSpot to meet our needs.”
“His dedication, knowledge, and ability to deliver results make him a great partner.”
“I would happily recommend Lockview to anyone, and I know my colleagues feel the same way.”
Questions before your review
Do we need to rebuild or upgrade?
We assess what your current setup and subscription support first. Where a proposed improvement requires another plan, seat, app or credits, we explain the dependency so you can assess the business case before committing.
Can you improve our existing automation?
We review its purpose, trigger criteria, actions and outcomes. Testing helps identify logic that needs attention or a process that has changed. Agreed improvements are implemented with clear ownership and guidance for your team.
Can you help us find savings on our HubSpot package?
We can review package fit and explore savings where suitable options are available. Any pricing or contract change is subject to HubSpot’s applicable terms and approval; savings are not guaranteed.
Will AI fix poor CRM information?
Not on its own, which is why the review comes first. See how we assess AI →
Where next
AI readiness
Find the AI use cases worth doing in your HubSpot.
See how we assess AI →Sales and business consultancy
Fix the sales process the system supports.
Explore consultancy →Client stories
See the results other businesses have had.
Read client stories →Review your HubSpot setup and package value
Discuss data quality, team adoption, newer capabilities and whether your current HubSpot package is the right fit for your business.
Book a HubSpot optimisation review