Is your HubSpot helping you scale — or quietly holding you back?
Get a clear view of what's working, what isn't, and what to fix first with a practical CRM Health Check.
Built for growing businesses that want better data, clearer processes, and reporting they can actually trust.
Used by growing teams to get more from HubSpot without rebuilding everything.
Most HubSpot problems aren’t obvious. Until they start costing you.
At first, everything works.
Then over time, duplicate data creeps in, pipelines lose clarity, workflows start overlapping, and reporting becomes harder to trust.
Before long, your team is second-guessing the data, relying on spreadsheets, and working around HubSpot instead of through it.
You don’t need a new CRM.
You need your current one to work properly.
Here’s how we fix that
- Our HubSpot CRM Health Check gives you a structured, no-nonsense view of your system.
- We identify what’s slowing you down, – what’s introducing risk, and what’s stopping you scaling.
- Then we show you exactly what to fix, in the right order.
- No fluff. No unnecessary rebuilds. Just clear, practical improvements.
A complete review of how your HubSpot actually works
Data Quality
Fix duplicates, missing fields and inconsistent data so you can trust your CRM again.
CRM Structure
Align pipelines, lifecycle stages and object relationships to how your business actually sells.
Automation
Identify fragile workflows, conflicts and unnecessary complexity.
Reporting
Make sure your dashboards reflect reality, not guesswork.
Governance
Put the right controls in place so your CRM stays clean as you grow.
What you actually get at the end
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CRM Health Scorecard
A clear, honest view of how your system is performing today.
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Prioritised Action Plan
A practical list of fixes, from quick wins to more strategic improvements.
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Implementation Roadmap
A step-by-step plan to improve your HubSpot without disruption.
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Supporting
lineYou leave with clarity, not a document that sits on a shelf.
What changes after a Health Check
- Clean, reliable data you can trust
- Pipelines that reflect how you actually sell
- Reporting that supports real decisions
- Less manual admin for your team
- Automation that works properly
- A CRM that’s ready to scale with your business
Your HubSpot working harder for your business.
Simple, structured, and fast
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Discovery
We understand how your team is using HubSpot today.
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Audit
We review data, structure, automation, reporting and governance.
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Recommendations
You get a clear scorecard and prioritised action plan.
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Next Steps
Implement internally or let us handle it for you.
We’ve done this before
We help growing businesses get more value from HubSpot without overcomplicating the solution.
Our approach is simple: identify what matters, fix it quickly, and set your CRM up to scale.
A brilliant partner
HAKE have been very supportive and helpful in getting us set up and using HubSpot. It was a big change from our last system and they have made the transition very smooth. Not only are they a pleasure to work with but they're also very accommodating and quick to help with any queries we have. 5* service, would recommend! Couldn't recommend highly enough.
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Tully, E.
Telecom & Mobile Communications | Netcom Solutions
Brilliant service, team and support through the entire process
Hake Digital have helped us integrate all of our existing data into the new system with ease, making sure everything has been correctly segmented. We have had as many training calls as required to get comfortable with the system and have all the training sessions to hand if we need them again. Our project pipeline and automation has been set up and the communication to understand what we needed was perfect. They have understood our business and whats important to us. Will continue to use Hake and work with them as we grow. Thanks to everyone on the team who has helped make this very smooth.
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Amato, R.
Finance & Insurance | Kapital Finance
Would highly recommend
I picked up the project to move onto HubSpot not long after joining RIAS and Rob and Robert were so easy to work with to get up to speed on the project. They have been incredibly patient with our timeline and many questions through the whole process. They have gone above in beyond in their level of support getting everyone set up on HubSpot and delivering training to the teams across the organisation. Their attitude to getting everything done right has paid off and we are very happy with our new set up on HubSpot.
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Whitson, C.
Head Of Membership | RIAS
Outstanding service
So delighted we were recommended Rob and the Hake team. They completely understood our business needs and worked with us to help ensure we would optimise the business' success from our adoption of HubSpot sales and marketing pro. From setting our system up for success, finding creative work arounds to help us meet the needs of our business within the system, to training our sales team to ensure they were leveraging the benefits that came with the upgrade we were supported throughout the process. Couldn't recommend highly enough.
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Leveton, H.
Banking/Financial Services | 4D Contact
Amazing Onboarding Experience
My time with Robert was excellent and he made my HubSpot onboarding seamless. My clients business is now set up and we are utilising key aspects of the platform such as workflows and email - all thanks to Robert at Hake Digital! When you are speaking with the team here, you're speaking with friends for sure. Thank you again!
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Park, J.
Marketing Services | Jack Park
Great to work with
These guys are great, they increased the website's speed by 100% where other companies had failed. Along with multiple other updates to the website they are super easy to deal with and get the job done fast with quality. I would highly recommend.
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Abbott, J.
Owner | Mix & Twist