HubSpot Quick Scan: Make 2026 your year of success.

We'll show you how to grow with HubSpot. We take a look at your HubSpot portal, analyze marketing & sales in max. 2 hours - free of charge - and provide you with a clear, prioritized roadmap for growth in the results meeting.

"How can we set up HubSpot so that it delivers growth - instead of making work?"

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Your HubSpot is running - but the effect is falling short of expectations?

You're using HubSpot, but it's falling short of your expectations? That shouldn't be the case! After all, you have ongoing costs for the tool. And more importantly, you bought HubSpot to help you achieve your goals! Perhaps the setup has grown over the years. Data is not consistent, handovers to sales are unclear, workflows have grown historically and reporting feels like a gut feeling. Or you are not using HubSpot innovations or not using them consistently and wasting potential!

This is exactly where our HubSpot Quick Scan comes in: We quickly get an overview of your portal, identify the biggest obstacles to growth and show you concrete next steps - not to work through, but so that you can grow in a predictable way.

Christian Rieck (3)

We think RevOps: marketing and sales as one process. Strategically clear, pragmatically implemented.

Christian Rieck, Managing Director

Your status quo:

1

Many leads,
little sales-ready

Marketing delivers contacts - but Sales receives too few suitable SQLs or reacts too late.

2

Pipeline not controllable

Stages, fields, lost reasons: available - but not so consistent that the forecast and controls work properly.

3

Automations make it complex

Workflows and properties have grown. Nobody knows what overwrites each other - or why data is "suddenly" different.

4

Reporting without clarity

You want to know what Pipeline brings - but sources, funnels and transfers are not reliable.

Typical challenges
in HubSpot:

  • The instance has grown over the years - without a clear operating logic.

  • No one has an overview of which fields, workflows and lists work where.

  • Marketing and sales work side by side instead of as a coordinated process.

  • Handovers are not clearly defined (when, to whom, with which data).

  • Reporting exists, but the definitions are not clear enough for decisions.

Problem solved.
This is the solution:

  • We create clarity in the portal: what is relevant, what is slowing things down, what is missing

  • We not only check data, but also processes, handovers and controllability

  • Everything is designed for impact: Sales-ready leads, pipeline control, clean reporting

  • Customized to your business, your goals and your current maturity

  • Result: clear priorities + roadmap

Our HubSpot customers

What is included in the HubSpot Quick Scan?

The Quick Scan is compact and practical. The aim is to quickly find out where settings and processes in HubSpot are currently hindering your growth - and what you should do next.

* Optional (only if Service Hub is active)

Order your free
HubSpot Quick Scan!

Take the first step now towards a HubSpot setup that delivers impact. The Quick Scan is free of charge and non-binding. We clarify the NDA and partner access - and present the results to you in the meeting.

Procedure

This is what a typical HubSpot Quick Scan at Mark Lotse looks like:

Request Quick Scan

You send your request. We will get back to you with 2-3 short questions about the classification (marketing/sales, goals, most important pain points).

15 min kickoff

In the short online meeting, we understand your initial situation and define what we will focus on in the scan.

NDA + partner access

You give us partner access under NDA. We work read-only and document cleanly.

Analysis phase (max. 2 hours, free of charge)

We check the most relevant areas in the portal: database, lifecycle/handover, marketing setup, sales pipeline, workflows and reporting.

Results meeting (with senior)

We present the findings, show the biggest levers and answer your questions. Clear, prioritized, implementable.

Roadma

You will receive a concrete roadmap: what will have an immediate impact, what needs to be solved structurally and how you can set up HubSpot as a growth system.

This is possible with HubSpot - if the basis is right

More sales-ready leads
through clear qualificationand clean handovers

Faster response times in sales
through owner/task logicthat is actually used

Pipeline control instead of gut feeling
(stages, mandatory fields, lost reasons)

Reporting that enables decisions
(funnel + sources + impact)

Less manual effort
thanks to automations that do not work against each other

Typical mistakes when using HubSpot

HubSpot is a powerful platform for marketing, sales and customer service. But, like any other tool, it is prone to user error. Here are some typical mistakes users can make when using HubSpot:

If you want, we can show you free of charge in a quick scan where HubSpot is holding you back - and how you can turn it into a growth system. What are you waiting for? An outside perspective never hurts!