Inherited a HubSpot Portal? Start with Clarity, Not Assumptions
When stepping into a new leadership role—whether in Marketing, Revenue Operations, or Growth—one of the immediate challenges is understanding the tools and systems already in place. HubSpot, as powerful as it is, carries with it the weight of past decisions – processes built by previous teams, automation set up with now-dated priorities, reports designed for different objectives, and data models that may no longer reflect current strategy. Yet too often, new leaders are expected to hit the ground running without the opportunity to pause and take stock. Get started with our kickstarter audit.
A Guided Review, Designed for Transitions
At Cat Media, we offer a structured, value-led walkthrough of your existing HubSpot portal designed specifically for moments like this – transitions in leadership where understanding the platform is critical to moving forward effectively. Our audit offers a neutral, expert perspective on how your portal is currently structured, how it’s being used, and where there may be opportunities to simplify, align, or enhance.
We work closely with clients who often come to us months after they’ve taken on a leadership role, wishing they had a better understanding of their HubSpot instance earlier. Many companies using HubSpot do so without the ongoing support of a HubSpot Solutions Partner, and while Customer Success Managers provide a vital touchpoint, they understandably can’t offer deep technical or strategic review of each portal.
By offering this audit, we aim to bridge that gap. It’s a way to reduce uncertainty, surface potential inefficiencies or risks, and lay the groundwork for whatever comes next, whether that’s continued in-house management, process optimisation, or future system expansion.
We'll help you create a clear, contextual snapshot of your portal as it stands today.
Rather than presenting a list of best practices divorced from your reality, we frame everything around the context of your organisation’s current stage, your team’s working structure, and your operational objectives. The result is a clear view of what’s in place, what’s being underused, and what may need revisiting – all with the aim of supporting better decision-making from the start.
Who It’s For
This review is specifically designed for individuals who have recently taken on ownership of a HubSpot portal.
You might be leading the marketing team, overseeing commercial operations, or stepping into a growth or enablement role. You may have a working knowledge of HubSpot already, or you may be entirely new to it. In either case, the key value lies in gaining a structured understanding of what you’ve inherited, and being able to make informed decisions from day one.
Whether you plan to make major changes or are simply trying to understand the system you now oversee, our walkthrough provides the clarity to make confident, well-informed decisions.
What You’ll Receive
We offer this audit and walkthrough without charge. It can be scheduled as a 30-45-minute session, followed by a written summary of key findings and recommendations. You are not obligated to engage us further—the purpose is to provide clarity at a critical juncture in your onboarding. Offered to existing HubSpot customers not currently working with a Solutions Partner
Who We Are
We’re a certified HubSpot Solutions Partner specialising in helping growing teams streamline, clean, and realign their HubSpot portals — without starting from scratch.
Our team specialises in aligning technology with tangible business outcomes. We work closely with your internal teams and the HubSpot sales and customer success organisations to ensure you invest in the right tools, configure them effectively, and continue improving as your business evolves.
Powered by
This audit is powered by furballAudit, part of our in-house data quality platform, furball. Actively used across customer portals, furballAudit identifies and solves duplicates, formatting issues, unused properties, and hidden data risks, giving you clarity and confidence from day one. Want access to the whole platform when it launches? Join the furball waitlist today.