HubSpot Portal Health Check (12-Point Audit)
A fast, structured 12-point audit for an inherited or aging HubSpot portal — surfaces the silent problems before they cost a rebuild.
Free
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
GitHub Copilot
Gemini CLI+18 moreClaude CodeCursorCodex CLIGitHub CopilotGemini CLI
VS Code
OpenClaw
Windsurf
Manus+14 agentsHubSpot Portal Health Check (12-Point Audit)
Example session with this skill installed
Run a HubSpot health check on this portal. I just inherited it and need to know where the data risks are.
- Read your context and instructions
- Compiled the hubspot portal health
Audit Results
- Property Sprawl: Red (42 unused custom fields)
- Naming: Yellow (Inconsistent workflow prefixes)
... - Permissions: Green (Access is restricted)
Pattern: High risk in Automation. Recommendation: Consolidate 15 duplicate workflows before editing lifecycle logic.
Connects securely to your tools. The creator never sees your data.
About this skill
Free — run a fast, structured 12-point health check on any inherited or aging HubSpot portal. Covers property sprawl, naming consistency, pipeline integrity, record hygiene, ownership/routing, workflow discipline, enrollment safety, lifecycle logic, integrations, reporting, data governance, and permissions. Score each 🟢/🟡/🔴, read the pattern of reds, and see exactly which paid playbook fixes each class of problem. The fastest way to know how bad (or good) a portal really is before you scope any cleanup work.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.
- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
Skills folder by agent
Click the path to copy it. Create the folder if it does not exist yet.
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