In 30 minutes I'll show you what's broken, what's missing, and what to fix first — free, no strings attached.
The Free HubSpot Audit
Most HubSpot portals run at a fraction of their potential — duplicate contacts, dead automations, reports nobody trusts, deals slipping through untracked. You're paying for the platform either way. In one 30-minute call, we'll look at your actual portal together and find out what it could be doing for you.
You get:
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A prioritized fix list for your CRM, automations, and reporting
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A fully defined marketing strategy and roadmap
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Leadership for content, ads, SEO, CRM, automation, and reporting
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HubSpot architecture and RevOps alignment (your specialty 👌)
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“Done-with-you” and “done-for-you” execution support
Perfect for:
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Owner-led companies
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Family businesses
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Professional services
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Local service businesses
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Any business that outgrew “random acts of marketing”
Here’s what you walk away with
A prioritized fix list for your CRM data, automations, and reporting. The two or three quick wins that pay off this month. And a straight answer on whether you need outside help or can handle it in-house — if your portal looks good, I'll tell you exactly that. No pitch, no obligation.
Test update: July 18, 2026
How This Works
- Book Your Call — 15 minutes, no prep needed, just show up.
- We Screen-Share Your Portal — we look at what's actually happening in your HubSpot, live.
- You Get a Fix List — prioritized issues, ranked by revenue impact, yours to keep.
- You Decide — fix it yourself, or bring me in. No pressure either way.
What People Say
"When Sam is in, he's all in! Sam is a deep analytical thinker who looks at every paid media or data challenge as a puzzle to solve. On my team he was responsible for day-to-day manager of all paid social and paid search as well as data and analytics. If you're looking to diagnose, solve and execute digital marketing campaigns, Sam would be a great team member!"
— Courtney Moscovic
"I had the pleasure of working with Sam on the marketing team at KidStrong. He is very knowledgable in analyzing marketing data and building reports. Sam successfully managed the paid media ads, HubSpot CRM implementation and the day-to-day tasks for new center openings. If Sam is looking for a new opportunity, scoop him up quick as he will be an asset to any team!"
— Eileen Gerber, KidStrong
Brands I've Worked With
Who runs the audit
Sam C Barth
Revenue Operations + Hubspot Certified Admin
Sam Barth is a HubSpot Certified Admin and revenue operations strategist who has dedicated his career to helping small and mid-sized businesses get access to the level of marketing leadership typically reserved for enterprise companies.
With a background spanning HubSpot implementations, RevOps design, CRM migrations, automation architecture, and full-funnel strategy, Sam brings a rare blend of technical and strategic expertise without the corporate fluff.
Sam has helped businesses in construction, manufacturing, professional services, healthcare, real estate, trades, education, and nonprofits turn scattered marketing into structured, predictable, revenue-generating systems.
If you’re a small business owner who has ever felt outmatched, overwhelmed, or overlooked, you’re exactly who Sam built this service for.