Section 1 / 5
Before You Begin
This assessment evaluates your HubSpot environment across four core dimensions. Answer based on your actual experience — there are no right or wrong answers, only useful ones.
4
Dimensions assessed
12
Questions total
~3
Minutes to complete
Section 1 of 5
Pipeline & Process Alignment
Your pipeline is only useful if it reflects how deals actually move. Does yours?
Question 1
How well do your HubSpot pipeline stages reflect the way your team actually moves deals from first contact to close?
They don't — stages were set up at implementation and never updated to match reality
Partially — some stages make sense but others are skipped or misused
Mostly — our pipeline is fairly accurate with a few inconsistencies
Completely — our pipeline stages mirror exactly how we sell and are consistently followed
Question 2
How confident are you in the accuracy of your current pipeline value and close probability?
Not at all — the numbers feel more like guesses than data
Somewhat — directionally useful but I wouldn't bet on the specifics
Fairly confident — a few outliers but generally reliable
Very confident — pipeline data is accurate and used to drive real decisions
Please answer all questions in this section before continuing.
Section 2 of 5
Data Quality & Trust
A CRM is only as good as the data inside it. Can your team actually trust what HubSpot tells them?
Question 3
How clean and consistent is the contact and company data in your HubSpot CRM?
Messy — duplicates, missing fields, and inconsistent formatting are common
Mixed — some records are clean but the overall quality is unreliable
Mostly clean — we've done some cleanup but gaps remain
Clean and consistent — data quality is actively maintained
Question 4
Do your team members trust the data in HubSpot enough to make decisions from it — or do they verify it elsewhere?
No trust — team members regularly work outside HubSpot or keep their own spreadsheets
Low trust — HubSpot is used reluctantly and double-checked constantly
Moderate trust — most data is reliable but people are cautious about edge cases
High trust — HubSpot is the single source of truth for customer and deal data
Question 5
How well are your custom properties and fields set up to capture the information your business actually needs?
Poorly — we have too many unused fields or are missing critical ones
Inconsistently — some useful properties exist but the setup is cluttered
Reasonably well — most key data points are captured with some gaps
Very well — properties are clean, purposeful, and consistently filled
Please answer all questions in this section before continuing.
Section 3 of 5
Automation & Efficiency
HubSpot should be reducing your team's manual workload — not adding to it.
Question 6
How much of your team's follow-up and outreach activity is automated through HubSpot sequences or workflows?
None — all follow-up is manual and depends entirely on individual initiative
Very little — we have one or two sequences but most outreach is still manual
Some — key follow-up flows are automated but there's room to expand
Significantly — automation handles most routine follow-up and frees the team for high-value work
Question 7
Beyond follow-up sequences, how broadly does automation support your team — lead assignment, deal rotation, internal alerts, lifecycle updates?
Not at all — those processes are entirely manual or handled outside HubSpot
Minimally — one or two automations exist but most operational processes are still manual
Moderately — several key processes are automated with meaningful gaps remaining
Broadly — automation handles most routine operational work across the team
Question 8
How would you describe the overall health of your HubSpot workflows and automations?
Non-existent or broken — workflows either don't exist or we're not sure if they're working
Scattered — some automations exist but they're inconsistent and hard to manage
Functional — core workflows are running and delivering value
Optimized — automation is a competitive advantage for our team
Please answer all questions in this section before continuing.
Section 4 of 5
Reporting & Visibility
Leadership needs to make decisions from HubSpot data — not despite it.
Question 9
How useful are your current HubSpot dashboards for understanding sales performance and pipeline health?
Not useful — dashboards exist but don't reflect the metrics we actually care about
Somewhat — a few useful reports but the overall picture is unclear
Mostly useful — dashboards are helpful but we still pull data manually for key decisions
Very useful — leadership relies on HubSpot dashboards to run weekly reviews and forecasting
Question 10
Can you easily track where leads come from and how they progress through your funnel in HubSpot?
No — lead source tracking isn't configured or the data isn't reliable enough to use
Partially — we can see some sources but funnel progression is hard to follow end-to-end
Mostly — the broad picture is clear but attribution gaps exist at certain stages
Yes — we have reliable visibility from first touch through to closed deal
Question 11
How often does leadership use HubSpot reporting to make strategic decisions (hiring, forecasting, investment)?
Never — decisions are made based on gut feel or data pulled from elsewhere
Rarely — HubSpot data is occasionally referenced but not central to decisions
Sometimes — HubSpot informs some decisions but we still rely on other sources
Regularly — HubSpot is our primary source for business intelligence and planning
Please answer all questions in this section before continuing.
Section 5 of 5
Your Priority Outcome
One final question — your answer shapes the recommendations you'll receive.
Question 12
Looking ahead, what outcome matters most to you from improving your HubSpot setup?
Better team adoption — I need my team to actually use it consistently
Cleaner data & reporting — I need to trust what HubSpot tells me
More automation — I need HubSpot to reduce manual work for my team
Better integrations — I need HubSpot connected to the rest of my tech stack
Additional Comments
Optional
Is there anything else you'd like to tell us?
Please select an option before continuing.
Section 1 / 5