Book Audit
HubSpot Setup
IAE helps Ontario service businesses set up HubSpot around real operating problems: missed leads, slow follow-up, messy records, and unclear next steps.
What we check in an audit
We review the points where work slows down or revenue slips.
Forms and lead source fields
Check whether this step has a clear owner, trigger, next action, and visibility.
Contact properties
Check whether this step has a clear owner, trigger, next action, and visibility.
Lifecycle and pipeline stages
Check whether this step has a clear owner, trigger, next action, and visibility.
Follow-up tasks
Check whether this step has a clear owner, trigger, next action, and visibility.
Owner notifications
Check whether this step has a clear owner, trigger, next action, and visibility.
Simple dashboard views
Check whether this step has a clear owner, trigger, next action, and visibility.
Common leaks we find
Small workflow gaps can cost real money over time.
Contacts with no owner
IAE turns this into a practical fix, workflow owner, and next step.
Forms that do not trigger a clear next step
IAE turns this into a practical fix, workflow owner, and next step.
Duplicate records
IAE turns this into a practical fix, workflow owner, and next step.
Pipeline stages that do not match how work is sold
IAE turns this into a practical fix, workflow owner, and next step.
Sample scorecard preview
What good looks like after the review.
- Cleaner CRM usage
- Faster lead handling
- Better accountability
- Free-tier-friendly setup decisions
What happens after you submit
Short review, clear next step.
Send the request
Share the business type, website, and the issue that feels slow, messy, or expensive.
Quick fit check
IAE confirms the right audit path and what systems should be reviewed first.
Priority plan
You get practical recommendations tied to revenue, time saved, or cleaner operations.
FAQ
Short answers before you book.
Can this work with HubSpot Free?
Yes. IAE focuses on practical forms, fields, tasks, lists, and visibility that fit free-tier-friendly workflows where possible.
Do you replace my current CRM?
Not by default. The first step is to make the existing lead and follow-up process clearer before deciding whether migration is needed.
What happens after I submit?
IAE reviews your lead capture and CRM pain points, then recommends the smallest setup path that improves follow-up and visibility.
Ready to reduce the leak?
Start with a Revenue Leak Audit.
The audit shows which system to fix first before you add tools, automations, or more admin process.