How 3 Rivers Ops Turns HubSpot Workflow Audits Into Scoped Work
Tilman Nadolski manages 12 client portals, and most of them were inherited. His audit used to eat a full workday. Now it takes about an hour and sells the next project.

Tilman Nadolski manages 12 client portals, and most of them were inherited. His audit used to eat a full workday. Now it takes about an hour and sells the next project.

Cleaning up a property takes ten seconds. Finding out what it broke can take weeks.

HubSpot's new Beta feature lets Solutions Partners copy workflows straight into client portals. It solves the rebuild problem. It does not solve the governance problem.

A pre-sales portal audit is supposed to build the case for the retainer. Instead, it's eating the margin the retainer was supposed to protect.

A prompt-by-prompt walkthrough of a real portal audit, from health score to cleanup plan.

A step-by-step look at mapping, scoring, and reporting on a client's automation before you touch anything.
