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skill🤝 CRM & salesv2 · updated 2026-10-09

HubSpot portal audit

Audits a HubSpot portal read-only and builds a scorecard page — where contacts came from, lifecycle stages, companies missing domain or industry, deals with no amount, past close dates or no contact, pipeline stages in use, workflows switched on, property sprawl and lists, each with the fix and a link to HubSpot's docs. Use when taking over a portal, after a migration, or before planning automation.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/hubspot-portal-audit/raw

prompt.md
# HubSpot portal audit

Read a HubSpot portal end to end through the HubSpot connector and show what's healthy, what's broken, and the shortest path to fix it. Every number is read live; nothing is estimated.

## When to use

- Taking over or inheriting a portal
- After a migration or a big import

## Steps

1. Count contacts by original source and lifecycle stage; marketing vs non-marketing contacts.
2. Companies: missing domain, industry or owner; contacts with no company.
3. Deals: by pipeline and stage, amount empty or $0, close date in the past, no contact, quiet 30+ days.
4. Setup: workflows on and off, custom properties per object, lists and segments, forms with submissions.
5. Build a scorecard page: tiles for each number with good, watch or fix; then findings grouped by area, each with the number, why it matters, the fix and a link to HubSpot's docs; then a 30/60/90-day order.
6. Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

## Rules

- Read only: never create, update, log or delete anything in HubSpot.
- Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
- Quote people exactly and briefly. Plain words, one line per item, no filler.
- Link only to official HubSpot documentation.

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download
curl -fsSL https://uplift.page/p/hubspot-portal-audit/SKILL.md --create-dirs -o .agents/skills/hubspot-portal-audit/SKILL.md
or from any MCP client
MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "hubspot-portal-audit"}

The full skill

Read a HubSpot portal end to end through the HubSpot connector and show what's healthy, what's broken, and the shortest path to fix it. Every number is read live; nothing is estimated.

When to use

  • Taking over or inheriting a portal
  • After a migration or a big import

Steps

  1. Count contacts by original source and lifecycle stage; marketing vs non-marketing contacts.
  2. Companies: missing domain, industry or owner; contacts with no company.
  3. Deals: by pipeline and stage, amount empty or $0, close date in the past, no contact, quiet 30+ days.
  4. Setup: workflows on and off, custom properties per object, lists and segments, forms with submissions.
  5. Build a scorecard page: tiles for each number with good, watch or fix; then findings grouped by area, each with the number, why it matters, the fix and a link to HubSpot's docs; then a 30/60/90-day order.
  6. Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

Rules

  • Read only: never create, update, log or delete anything in HubSpot.
  • Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
  • Quote people exactly and briefly. Plain words, one line per item, no filler.
  • Link only to official HubSpot documentation.

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