01
The client stays in control
A named client administrator must approve the requested permissions. Run, report and sharing access are separate, security-logged and revocable. The client owns the HubSpot connection and its data.
A stronger opening move for the next client conversation
Co-Branded HubSpot Client Audits for Solution Partners
Diagnose gives HubSpot Solution Partners an evidence-led way to show a client where response, follow-up, pipeline and CRM hygiene are breaking before proposing another workflow build or managed service.
02
Run the same defensible diagnosis
Partners can scan an approved client’s previous 90 days, review the Revenue Leak Score, pipeline exposure, evidence gaps and prioritised fixes, then manage the result from a multi-client portfolio.
- Five completed client audits per rolling 30 days
- One active scan at a time per connected portal
- A free client portal can complete one audit every 30 days
- A Pro client can rerun without the portal cooldown
03
Put your brand around facts that do not move
Add your logo, colour, contact details and clearly labelled commentary. The underlying SealRevenue findings, score, methodology and limitations remain immutable.
04
Use the report to shape the engagement
Present a branded PDF, share a controlled executive link and use the evidence to agree the work: owner coverage, SLA design, pipeline inspection, CRM cleanup, live monitoring or a broader RevOps programme.
Frequently asked questions
Can a partner access any HubSpot portal?
No. Access begins only after the intended client administrator signs in and approves the requested permissions.
Can a partner change the Revenue Leak Score?
No. Branding and partner commentary sit around an immutable report. Calculated facts and limitations cannot be rewritten.
Is Partner a separate paid software tier?
The current partner workflow is an access and branding model with an allowance of five completed client audits per rolling 30 days. Ongoing monitoring depends on each client’s Pro plan.